QuickBooks Setup

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• • What it includes:

    • Importing your list information into QuickBooks (chart of accounts, customer & vendor lists, etc.)

    • Setting up your beginning balances (bank accounts, AR/AP, assets, loans, etc.)

    • Customizing your forms and templates (estimates, invoices, sales receipts)

  • How it works:

    • You send us the information we request (beginning bank balances, customer lists, etc.)

    • We import your information into your new file

    • We send you your new file and teach you how to use it!

  • What it costs:

 

Plan Cost

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New Company  $449

Existing Company  $549

Existing Company with Inventory  $649

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QuickBooks Cleanup

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• • What it includes:

    • Reclassifying transactions

    • Correcting unapplied customer and vendor payments

    • Cleaning out undeposited funds account

    • Correcting balances

  • How it works:

    • You send us an accountant’s copy of your QuickBooks file or we access through your computer

    • We make corrections in your file while you continue to work in QuickBooks

    • We send you our changes back which you can then import back into your file

  • What it costs:

 

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Repair Up to 4 hours:    $369          Minor             QuickBooks cleanup issues

Restore Up to 6 hours:  $569          Moderate      QuickBooks cleanup issues

RebuildUp to 8 hours:   $769          Major            QuickBooks cleanup issues