Burlington, VT Accounting Firm | QuickBooks Setup Page | Montgomery & Merrill PC

Although QuickBooks is designed for the novice to understand and use, the initial setup and installation can be tricky and confusing.  It's important that the set up is done properly in order for future information to be accurate.

Consideration must be given to...

  • Which accounting method - cash or accrual - to use?
  • What chart of accounts do you need for your business?
  • How do you handle beginning balances, especially receivables and payables?
  • What if you make a mistake in the process?

We can answer all of these questions, and help with the initial setup and installation. In addition, we are available for training you and your employees on the accounting software.

What information is important for the set up process? 

  • Whether  your need single user or multi-user access to your software?
  • Hardware to accommodate your software needs.
  • A chart of accounts designed to provide the information in a format to meet your needs.
  • Determination of your software starting date.
  • Account, customer, and vendor balances as of your starting date.
  • List of the items that you sell to your customers, such as services, inventory parts, non-inventory parts, other charges and sales taxes.
  • Details of your outstanding accounts receivable and accounts payable balances as of your starting date.
  • Ending bank statement  balances and outstanding checks & deposits in transit as of your starting date.
  • Checking to ensure that all balances entered into your system are accurate.
  • Entering your transactions since your starting dates into your new program.
  • Ensure your users become trained in the software.

What can we do to help?

  • We can assist in any of the above procedures.  We can help you set it up yourself; we can set it up for you. 
  • We can reconcile your set up and provide a check on your process.
  • We can provide follow up training to ensure you are "on the right track".
  • We can review your accounting data on a monthly, quarterly, or any other basis.
  • We can assist in tax preparation and management reports.
  • We can answer your questions when you have an accounting problem.
  • We can make the whole process much less tricky and confusing.

If you would like more information, please complete this form.

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