Get What You Need from QuickBooks
QuickBooks is powerful accounting software for small businesses and organizations. Unfortunately, many small businesses don’t set up their QuickBooks files correctly from the start. In addition, their employees often don’t know how to use the advanced features in QuickBooks and fail to optimize the power of their accounting systems.
GrowthForce Solution
We are experts in designing new QuickBooks systems and tuning up existing ones. We are Certified QuickBooks Professional Advisors™ and Intuit Solution Providers with more than 25 years of experience in accounting system design and 10 years of experience with QuickBooks products. We have a large selection of QuickBooks templates developed, and tested, to match with your business’ key performance indicators (KPIs).
Whether you are just starting out with QuickBooks or upgrading to a new version and want to make sure your system is set up right – We’ll install and set up your QuickBooks system. We’ll get you going and make sure you’re set up to get the most out of this powerful, yet often underutilized software. We can set up your chart of accounts, classes, items, invoicing, receipts, billing, vendors, online banking, credit card accounts and more.
Comprehensive System Design
Our four step process ensures your accounting system is designed from the ground up with your business needs in mind. And, your staff is trained to get the most out of it:
1) Needs Analysis
2) System Design
3) Implementation
4) Training
Once installed we will guide you through:
Installation and Setup
- Creating a QuickBooks company
- Entering company info
- Setting up QuickBooks preferences
- Choosing a start date
- Setting up income and expense accounts
- Providing details about your income
- Entering opening balances
- Finishing the Interview
Working with Lists
- Using QuickBooks lists
- Editing the chart of accounts
- Working with the Customer:Job list
- Working with the Employee list
- Working with the Vendor list
- Adding custom fields Managing lists
Working with Bank Accounts
- Writing a QuickBooks check
- Using bank account registers
- Entering a handwritten check
- Transferring money between accounts
- Reconciling checking accounts
Using other accounts in QuickBooks
- Tracking credit card transactions
- Working with asset accounts
- Working with liability accounts
- Understanding equity accounts
Entering sales and invoices
- Using sales forms in QuickBooks
- Filling in a sales form
- Memorizing a sale
- Entering a new service item
- Using multiple price levels
- Using statements to bill customers
- Receiving payments and making deposits
Entering and paying bills
- Using QuickBooks for accounts payable
- Entering bills
- Paying bills
Analyzing financial data
- Reports and graphs
- Creating QuickReports
- Creating and customizing preset reports
- Saving report settings
- Printing reports
- Exporting reports to Microsoft Excel
- Creating QuickInsight graphs
Setting up inventory
- Turning on the inventory feature
- Entering products into inventory
- Ordering products
- Receiving inventory
- Entering a bill for inventory
- Manually adjusting inventory
Tracking and paying sales tax
- Setting up your tax rates
- Applying tax to each sale
- Determining what you owe
- Filing a sales tax return
