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Accurate and Efficient QuickBooks Installation and Setup
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AFB Business Solutions will install and setup your QuickBooks accounting system tailored to your
business so that you are ready to use it the first time you open it.
As Certified QuickBooks ProAdvisors we guarantee that your accounting is set up the right way through a
systematic approach that takes your industry and business model into account. We take you through a
thorough checklist of features that you business needs and recommend other features common to other
companies in your industry. After we install and set up your accounting system, we offer you an option of
training in the use of QuickBooks that includes the use of all features, shortcuts, and pertinent accounting
practices.
Remember, QuickBooks is simply one of many tools you use in your business. Although it is one of many, it is
the major tool or software application you will need for managing your business. We want to insure that you are
at ease in its use.
If you have not already purchased QuickBooks, we will purchase it for you at our discounted price.
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Certified
QuickBooks
ProAdvisors
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Installation and setup of your accounting includes the following:
Comprehensive setup of all your preferred features of QuickBooks for best managing your business, including the following:
- Chart of accounts to comply with income tax filing
- Beginning Balance (if you are an established business converting from another accounting system)
- Business entity and company information profile setup
- Business segment tracking
- Check printing (and check order if you desire)
- Payroll (if needed)
- Customization of your desktop
- Integration of external applications (as needed)
- Customer management
- Inventory management (if required)
- Multiple currency use (if required)
- Payroll (if needed and you wish to integrate it with QuickBooks)
- Reminders
- Reporting
- Sales tax setup (if needed as a reseller)
- Customization of data entry forms
- Vendor management
- Internet banking (if needed)
- Internet credit card setup (if needed)
- Internet bill payment setup (if requested)
Conversion From Another Accounting System?
No Problem!
During checklist review with you, we will go over any conversion requirements for accounts payable, accounts receivable open
balances, inventory balances, fixed assets, loan balances, and other assets. During this review, we will determine the
requirements and extent of conversion necessary. Normally, setting up such open balances for accounts payable and
accounts receivable can be extensive. We will go over a plan with you for minimizing setup price associated with setting up
these balances.
If you are converting from an accounting system for which there are available tools for that conversion (Peachtree, Quicken,
etc.), the conversion fee is $100.
If extensive data entry is required, our fee is $35.00 per hour.
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