QuickBooks Setup and Training
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About this service
Summary
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.
Example projects
Industries