QuickBooks Setup

We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost effective format.

Choosing the right version of QuickBooks

We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.

Setting up your QuickBooks File

We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs.

Training on Posting Transactions

We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits, etc so you can keep your books. Once you are comfortable, we can expand this training to other elements.

On Site or Off Site Training

Whatever is convenient for you, we can deliver training at your location, ours- or remotely, whatever is more convenient for you.

Making Corrections to Your Existing QuickBooks File

If you have been working on your QuickBooks file and it is not correct, we will uncover the issues and make corrections, then show you how to manage these issues going forward so the file does not revert back to its incorrect state.

Learn more about our ongoing support for QuickBooks.

We offer a FREE initial consultation to individuals and businesses in Dallas, TX and surrounding areas. Call us today at 214-361-1400 to discuss your QuickBooks accounting needs with an experienced Dallas, TX CPA.