QuickBooks SetUp

Starting right is half the battle

Setting up your QuickBooks data file is an extremely important element in getting the most out of the bookkeeping work you do. Set up gives you the "yellow brick road" to follow, providing the best financial information for both filing tax forms as well as making critical decisions about your business.

If you are new to QuickBooks, we can assist with your data file setup. Our years of experience in accounting gets your information into order quickly and with an eye for efficient tax preparation at year end.

We'll also provide an initial how-to training session to get you up and running quickly.

Quickbooks Configuration

This could be your first installment of QuickBooks or you may be a veteran user, time has passed and the company has grown. In any case, an area that needs consideration is how to install, configure, and use QuickBooks. Some considerations are:

Single user on a single computer

One instance of QuickBooks installed with only one user that enters all the data Multiple users on a single computer

One instance of QuickBooks installed, there are multiple users who may have different levels of authority

Single user on a server

QuickBooks installed on a server

Possible reasons - it is larger, faster, backed up, and secure

Single user accesses and updates all

Multiple users accessing a server

Possible reasons - it is larger, faster, backed up, and secure

QuickBooks installed on a server - multiple people who need to access the files; the users may have various levels of authority.

QuickBooks installed on multiple workstations as well as a server - same reasons as mentioned above but now there are multiple people who need simultaneous access to the files. The users may have various levels of authority. This level of multiple users requires additional licenses, at an additional cost.

Existing computer is too slow or too small

This situation requires migrating to another system that is larger and or faster

Whatever the reason, whether it is a new install, migration, or modification to an existing configuration, we are here to provide the assistance you need.