Quickbooks

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We support QuickBooks Desktop for MAC and PC and QuickBooks Online. Remote work is done via LogMeIn if you use the QuickBooks Desktop version.

Contact me today to schedule your complementary 1 Hour Consultation


Set Up

  • Assistance in selecting the best QuickBooks Software or Service for your company

  • Set up your Company in QuickBooks

  • Create a Chart of Accounts that meets your unique Requirements

  • Set up Bank and Credit Card Accounts in QuickBooks

  • Connect to Financial Institutions for Transaction Downloads

  • Enter Vendor and Customer Information

  • Customize Invoices and Sales Receipts


Training and Support

  • Training for business owners and employees in QuickBooks procedures, tips and shortcuts

  • Training and support sessions are conducted virtually

  • Support via phone, LogMeIn® or email for local and remotely served clients


Clean Up

  • Review and Edit Chart of Accounts

  • Streamline and Correct Account Designations

  • Review Transactions and Financial Reports