Help Setting Up QuickBooks

How you install and setup QuickBooks is just as important as how you use it. Correct setup depends on many variables such as your type of business entity, industry, accounting methods, information you want, and features you use. Correct setup increases your productivity and enables you to generate and track the important documents and information you need to manage your business more effectively. 

We assist new QuickBooks users with initial setup including: Setting up the Company, EasyStep Interview, Setting up Chart of Accounts, Preferences, Items & Services, Various Lists and Centers (Customers, Vendors, & Employees) and Bank & Credit Card Accounts.

We also help experienced users manage their business more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information due to inadequate setup. 

Contact Us

To manage your business more effectively with QuickBooks, contact us at (704) 473-8991 or