QuickBooks Setup and Training

Navya chandra

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About this service

Summary

I offer tailored QuickBooks setup services, ensuring your business is set up with a customized chart of accounts, customer lists, and product inventories that suit your unique needs.

What sets me apart is my ability to provide personalized training, ensuring you or your team feel confident in managing QuickBooks efficiently from day one.

Process

1. Initial Consultation (Day 1-2)

Understand the business structure, industry, and specific accounting needs.

Gather relevant information like existing financials, customer lists, vendor details, and inventory.

2. QuickBooks Setup (Day 3-5)

Set up the company profile in QuickBooks, including the customized chart of accounts.

Import or create customer lists, vendor lists, and products/services.

Set up tax details and payroll (if applicable).

3. Integration & Testing (Day 5-7)

Connect QuickBooks with your bank accounts and other financial systems.

Test the system by entering sample transactions and reviewing reports.

4. Personalized Training Session (Day 8-9)

Provide 1-2 personalized training sessions for you or your staff on using QuickBooks.

Cover daily processes, including invoicing, expense tracking, bank reconciliation, and report generation.

5. Follow-Up Support (Ongoing, as needed)

Offer post-training support for troubleshooting and answering any QuickBooks-related questions.

FAQs

1. How long does it take to set up QuickBooks for my business?
The setup process typically takes 5-7 business days, depending on the complexity of your business. This includes gathering information, customizing the chart of accounts, and conducting training sessions.
2. What information do I need to provide for the QuickBooks setup?
You’ll need to provide basic company details, a chart of accounts (if you have one), customer and vendor lists, product/service information, and any bank account details you'd like to link.
3. Can you help if I’ve already started using QuickBooks but need help fixing errors?
Yes, I can review your current QuickBooks setup, correct any errors, and provide training to help you avoid issues in the future.
4. Is the training tailored to my business needs?
Absolutely. I customize the training based on your business model and processes, ensuring you get the most out of QuickBooks for your daily operations.
5. What kind of support do you offer after the setup and training are complete?
I offer ongoing support for troubleshooting and additional training if needed. I am available to answer any questions you may have as you continue using QuickBooks.

What's included

Monthly Transaction Categorization & Data Entry
I will record all business transactions, including sales, expenses, payroll, and other financial activities, ensuring they are categorized correctly according to your chart of accounts.
Bank & Credit Card Reconciliation
Each month, I will reconcile your bank and credit card statements, ensuring that your financial records are accurate, complete, and match your bank statements.
Monthly Financial Statements
I will generate key financial statements, including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement, giving you a clear view of your business's financial health at the end of each month.

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