QuickBooks Solutions & Support

QuickBooks Setup Service

QuickBooks is designed to be user-friendly, but setting it up and installing it correctly from the start is crucial for ensuring accurate future information.

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    Every detail needed to set up traditional accounting records is also required to set up QuickBooks on your desktop. This process can become even more complex if you are transitioning from manual systems to QuickBooks as many factors must be considered.

    Key Considerations

    Which accounting method suits your business? What chart of accounts is appropriate? How should you handle beginning balances?

    Our Experts Can Help

    Our experts can swiftly and accurately answer these questions, ensuring your initial setup and installation are completed efficiently.

    Pricing

    Before providing a quote, we need to understand your business and current accounting setup. Our rates are competitive and tailored to your budget.

    Installing and Training

    Installing and training on any accounting software takes time. Here's a snapshot of the services we offer during the QuickBooks setup.

    Services During QuickBooks Setup

    Assessing your software and accounting needs
    Installing software, designing and setting up accounting package
    Loading your chart of accounts and balances
    Importing all historical data (customer, vendor, employee)
    Training you or your staff on using the software
    Recommending the appropriate software and hardware
    Entering opening balances
    Preparing a list of items you sell (inventory, services, taxes)
    Importing ending bank statement balances and deposits
    Entering transactions since the start date into QuickBooks

    Ongoing Support

    We offer ongoing services to ensure your continued success:

    Follow-Up Training

    Ensure you are on the right track

    QuickBooks Reviews

    Monthly, quarterly, or annual review of your QuickBooks data to assist with tax preparation and management reporting

    At JCB Financial Services, we are committed to providing you with the tools and support needed for a smooth transition to QuickBooks, helping you streamline your accounting processes and enhance your business management.

    Ready to Experience QuickBooks Online?

    Contact JCB Financial Services today to learn how QuickBooks Online can transform your business's financial management.