Quickbooks Online Implementation and Training

Recording your financial transactions on excel or other spreadsheets can be cumbersome. In a world where technology takes the lead, you don’t want to be left behind with how you operate your business finance. So you need an automated accounting system.

Migrating to QuickBooks Online?

Whether your company is brand new or has been in existence for years, our team will get client companies up and running on QuickBooks Online, which best suit their needs. We capture as much information as possible from their legacy system(s) and import it into QuickBooks. We convert businesses from all kinds of industries to QuickBooks online, and we custom tailor their needs and adapt them in QuickBooks Online, this provides staff in various departments with a smoothly functioning system and accurate, up-to-date business accounting information.

QuickBooks Training

Are you an accounting professional, have accounting officers on your team or a QuickBooks small-to-medium sized business end user? And are you confused by how to run the use QuickBooks with live data? Look no further. Following the system selection, workflow design, and migration, we train our clients’ staff to properly use the software. This training takes place either in person or via Zoom online meetings, depending on the agreement in place with our client.

Our setup processes include:

1. Account and settings
2. Manage users
3. Custom form styles
4. Chart of accounts
5. Customers and Vendors
6. Payroll settings
7. Set up your lists
8. Set up your bank and credit card accounts
9. Set up your automated sales tax
10. Training
11. Follow up