Quickbooks - Set up & Support
QuickBooks™ Accounting Services
QuickBooks is the number one accounting software used by small businesses across the United States. Bose Tax & Accounting, LLC a New Jersey Accounting Firm, has the skills and knowledge to install, setup, train, and support our QuickBooks customers.
As Certified QuickBooks ProAdvisor’s, we can work with you to ensure that you are getting the most out of your QuickBooks accounting software.
We understand the challenges you face and know that keeping accurate records is vital to your business success. We can offer guidance on everything from complex accounting questions to mastering advanced features of your QuickBooks accounting software.
As part of our QuickBooks accounting services, we review your bookkeeping on a regular interval to ensure your accounts are accurate. Anytime you call with a question or need advice for an important business decision, which you are always welcome to do, we can review your QuickBooks file to make more informed decisions.
QuickBooks Support for Small Businesses
- Choosing the right version of QuickBooks accounting software
- QuickBooks set up
- Ongoing QuickBooks support
- QuickBooks training
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.
Ongoing QuickBooks Support
We provide ongoing QuickBooks support on all phases of the program for our existing clients on demand. Just like you, we want your books to be in good order as this makes our services more efficient and keeps fees down.
Reconciling your bank accounts in QuickBooks - An important part of keeping a proper set of books and assuring that no numerical errors have been made by you or your bank is balancing your checkbook at the end of the month (A/K/A reconciling your bank account.) We will show you how to do this using the QuickBooks program.
Online banking set up and coordination with QuickBooks - If you would like to pay your bills online, QuickBooks can be synchronized with your bank account and automatically record your transactions. This is not a requirement, but if you want this feature, we can set it up properly.
Printing and customizing reports for your specific needs - Depending on the type of business you are running, you will want certain reports daily, weekly, or monthly so you can oversee your operations. We will help you determine which reports are best for you and then set them up within QuickBooks.
Overseeing your bookkeeper - If you have a bookkeeper operating QuickBooks for you, we will oversee them to be sure he/she is entering transactions properly and be available to answer any questions your bookkeeper may have about your QuickBooks file.
Inputting of credit card transactions - If managing your credit card transactions is an issue for you, you are not alone. We will show you a variety of techniques to handle this so your life can be made easier and you are no longer bogged down in this area.
Accounts receivable & invoicing - Depending on the type of business you are running, you may want to keep your Account Receivable on QuickBooks so you can track who owes you money. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly. We will show you how.
Entering of payroll - Whether you are using a payroll service or doing it yourself, we will show you how to enter payroll into QuickBooks.
Accounts payable - Entering bills and paying bills - Depending on the type of business you are running, you may want to keep your Accounts Payable on QuickBooks so you can track who you owe money to. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly. We will show you how.
Tracking inventory - Depending on the type of business you are running, you may want to keep track of your inventory on QuickBooks. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly. We will show you how.
Budgeting & cash flow management- Whether you have a new or existing business, a good management style is essential to success. Part of good management is anticipating results and thus budgeting plays a key role. We can show you which parts of your business need to be budgeted and how to go about it.