{"id":29228,"date":"2019-05-29T00:44:29","date_gmt":"2019-05-29T08:44:29","guid":{"rendered":"https:\/\/www.keystonetaxes.com\/?page_id=29228"},"modified":"2022-09-20T02:31:27","modified_gmt":"2022-09-20T10:31:27","slug":"quickbooks-setup","status":"publish","type":"page","link":"https:\/\/www.keystonetaxes.com\/?page_id=29228","title":{"rendered":"QuickBooks Setup"},"content":{"rendered":"<p>[et_pb_section transparent_background=&#8221;off&#8221; background_color=&#8221;rgba(140,140,140,0.12)&#8221; allow_player_pause=&#8221;off&#8221; inner_shadow=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; custom_padding=&#8221;54px|0px|54px|0px&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;off&#8221; custom_width_px=&#8221;1080px&#8221; custom_width_percent=&#8221;80%&#8221; make_equal=&#8221;off&#8221; use_custom_gutter=&#8221;off&#8221; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; admin_label=&#8221;section&#8221; disabled=&#8221;off&#8221;][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;off&#8221; custom_width_px=&#8221;1080px&#8221; custom_width_percent=&#8221;80%&#8221; use_custom_gutter=&#8221;off&#8221; gutter_width=&#8221;3&#8243; padding_mobile=&#8221;off&#8221; allow_player_pause=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; make_equal=&#8221;off&#8221; column_padding_mobile=&#8221;on&#8221; parallax_1=&#8221;off&#8221; parallax_method_1=&#8221;on&#8221; parallax_2=&#8221;off&#8221; parallax_method_2=&#8221;on&#8221; parallax_3=&#8221;off&#8221; parallax_method_3=&#8221;on&#8221; parallax_4=&#8221;off&#8221; parallax_method_4=&#8221;on&#8221; admin_label=&#8221;row&#8221; disabled=&#8221;off&#8221;][et_pb_column type=&#8221;4_4&#8243; disabled=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; column_padding_mobile=&#8221;on&#8221;][et_pb_code admin_label=&#8221;\u041a\u043e\u0434&#8221; disabled=&#8221;off&#8221;]<\/p>\n<h2 style=\"text-align: center; color: #399aee; font-family: Roboto; font-weight: bold; font-size: 33px;\">QuickBooks Setup<\/h2>\n<p>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;off&#8221; custom_width_px=&#8221;1080px&#8221; custom_width_percent=&#8221;80%&#8221; use_custom_gutter=&#8221;off&#8221; gutter_width=&#8221;3&#8243; custom_padding=&#8221;27px|0px|27px|0px&#8221; padding_mobile=&#8221;off&#8221; allow_player_pause=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; make_equal=&#8221;off&#8221; column_padding_mobile=&#8221;on&#8221; parallax_1=&#8221;off&#8221; parallax_method_1=&#8221;on&#8221; parallax_2=&#8221;off&#8221; parallax_method_2=&#8221;on&#8221; parallax_3=&#8221;off&#8221; parallax_method_3=&#8221;on&#8221; parallax_4=&#8221;off&#8221; parallax_method_4=&#8221;on&#8221; admin_label=&#8221;row&#8221; disabled=&#8221;off&#8221;][et_pb_column type=&#8221;4_4&#8243; disabled=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; column_padding_mobile=&#8221;on&#8221;][et_pb_text background_layout=&#8221;light&#8221; text_orientation=&#8221;center&#8221; admin_label=&#8221;\u0422\u0435\u043a\u0441\u0442&#8221; use_border_color=&#8221;off&#8221; border_style=&#8221;solid&#8221; disabled=&#8221;off&#8221;]<\/p>\n<p style=\"text-align: left;\"><b>Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.<\/b><\/p>\n<p style=\"text-align: left;\"><b>All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.<\/b><\/p>\n<p style=\"text-align: left;\"><b>Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?<\/b><\/p>\n<p style=\"text-align: left;\"><b>An expert can easily answer all of these questions and complete the initial setup and installation in a timely manner. Additionally, your accounting employees receive training on the accounting software to enhance their performance.<\/b><\/p>\n<p style=\"text-align: left;\"><b>How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Be assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.<\/b><\/p>\n<p style=\"text-align: left;\"><b>As with any accounting software program, installation and training take time &#8211; time taken away from managing your business. Here&#8217;s a short list of the services we provide during your QuickBooks setup:<\/b><\/p>\n<ul>\n<li style=\"text-align: left;\"><b>Study and evaluate your software and accounting needs.<\/b><\/li>\n<li style=\"text-align: left;\"><b>Recommend software and hardware requirements.<\/b><\/li>\n<li style=\"text-align: left;\"><b>Install software, design and set up chart of accounts and the entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.<\/b><\/li>\n<li style=\"text-align: left;\"><b>Determine your QuickBooks starting date<\/b><\/li>\n<li style=\"text-align: left;\"><b>Load your chart of account and balances as of that starting date<\/b><\/li>\n<li style=\"text-align: left;\"><b>Prepare a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes<\/b><\/li>\n<li style=\"text-align: left;\"><b>Enter your outstanding accounts receivable and accounts payable details as of your starting date<\/b><\/li>\n<li style=\"text-align: left;\"><b>Enter your ending statement bank balances and outstanding checks &amp; deposits in transit as of your starting date<\/b><\/li>\n<li style=\"text-align: left;\"><b>Print a trial balance as of your starting date and compare it to your trial balance from your old system<\/b><\/li>\n<li style=\"text-align: left;\"><b>Enter your transactions since your starting dates into QuickBooks<\/b><\/li>\n<li style=\"text-align: left;\"><b>Train client or client staff in use of software to meet their accounting, management and tax needs.<\/b><\/li>\n<\/ul>\n<p><b><\/b><\/p>\n<p style=\"text-align: left;\"><strong>Ongoing Services:<\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\"><b>Follow up training to ensure the client is &#8220;on the right track.&#8221;<\/b><\/li>\n<li style=\"text-align: left;\"><b>Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.<\/b><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section background_image=&#8221;http:\/\/www.keystonetaxes.com\/wp-content\/uploads\/2019\/03\/2.jpg&#8221; transparent_background=&#8221;on&#8221; allow_player_pause=&#8221;off&#8221; inner_shadow=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; custom_padding=&#8221;54px|0px|53px|0px&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;off&#8221; custom_width_px=&#8221;1080px&#8221; custom_width_percent=&#8221;80%&#8221; make_equal=&#8221;off&#8221; use_custom_gutter=&#8221;off&#8221; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; admin_label=&#8221;section&#8221; disabled=&#8221;off&#8221;][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;off&#8221; custom_width_px=&#8221;1080px&#8221; custom_width_percent=&#8221;80%&#8221; use_custom_gutter=&#8221;off&#8221; gutter_width=&#8221;3&#8243; padding_mobile=&#8221;off&#8221; allow_player_pause=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; make_equal=&#8221;off&#8221; column_padding_mobile=&#8221;on&#8221; parallax_1=&#8221;off&#8221; parallax_method_1=&#8221;on&#8221; parallax_2=&#8221;off&#8221; parallax_method_2=&#8221;on&#8221; parallax_3=&#8221;off&#8221; parallax_method_3=&#8221;on&#8221; parallax_4=&#8221;off&#8221; parallax_method_4=&#8221;on&#8221; admin_label=&#8221;row&#8221; disabled=&#8221;off&#8221;][et_pb_column type=&#8221;1_2&#8243; disabled=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; column_padding_mobile=&#8221;on&#8221;][et_pb_code admin_label=&#8221;\u041a\u043e\u0434&#8221; disabled=&#8221;off&#8221;]<\/p>\n<h2 style=\"color: #399aee; font-family: Roboto; font-size: 30px; font-weight: bold; text-transform: uppercase; letter-spacing: 0.66px;\">Need a consultation?<\/h2>\n<p>[\/et_pb_code][et_pb_code admin_label=&#8221;\u041a\u043e\u0434&#8221; disabled=&#8221;off&#8221;]<\/p>\n<p style=\"color: #606060; font-family: Roboto; font-size: 24px; font-weight: bold; letter-spacing: 0.96px;\">See How We Can Help!<\/p>\n<p>[\/et_pb_code][et_pb_button button_url=&#8221;#et_pb_contact_form_0&#8243; url_new_window=&#8221;off&#8221; button_text=&#8221;SCHEDULE AN APPOINTMENT&#8221; button_alignment=&#8221;center&#8221; background_layout=&#8221;light&#8221; admin_label=&#8221;\u041a\u043d\u043e\u043f\u043a\u0430&#8221; module_class=&#8221;divipopup-2&#8243; custom_button=&#8221;off&#8221; button_text_size=&#8221;20&#8243; button_use_icon=&#8221;on&#8221; button_icon_placement=&#8221;right&#8221; button_on_hover=&#8221;on&#8221; button_letter_spacing_hover=&#8221;0&#8243; custom_css_main_element=&#8221;position: absolute;||left: 0px;||width: 276px; ||height: 56px; ||color: #ffffff; ||font-size: 16px; ||font-weight: 400; ||letter-spacing: 0.36px; ||background-color: #399aee; ||padding: 12px; ||border-radius: 25px;||&#8221; disabled=&#8221;off&#8221;] [\/et_pb_button][et_pb_code admin_label=&#8221;\u041a\u043e\u0434&#8221; custom_css_main_element=&#8221;margin-bottom: 0;&#8221; disabled=&#8221;off&#8221;]<\/p>\n<p style=\"margin-top: 100px; margin-bottom: 30px;\"><a style=\"font-family: Roboto; font-size: 18px; font-weight: 400;\" href=\"mailto:info@keystonetaxes.com\"><br \/><img decoding=\"async\" style=\"padding-right: 10px;\" src=\"http:\/\/www.keystonetaxes.com\/wp-content\/uploads\/2019\/03\/14.png\" \/>info@keystonetaxes.com <\/a><\/p>\n<p>[\/et_pb_code][et_pb_code admin_label=&#8221;\u041a\u043e\u0434&#8221; disabled=&#8221;off&#8221;]<\/p>\n<p><a style=\"font-family: Roboto; font-size: 18px; font-weight: 400;\" href=\"tel:+1 (408) 412-3373\"><br \/><img decoding=\"async\" style=\"padding-right: 10px;\" src=\"http:\/\/www.keystonetaxes.com\/wp-content\/uploads\/2019\/03\/15.png\" \/>+1 (408) 412-3373 <\/a><\/p>\n<p>[\/et_pb_code][et_pb_code admin_label=&#8221;\u041a\u043e\u0434&#8221; disabled=&#8221;off&#8221;]<\/p>\n<div style=\"display: flex;\"><a href=\"#\"><img decoding=\"async\" style=\"margin-right: 10px;\" src=\"http:\/\/www.keystonetaxes.com\/wp-content\/uploads\/2019\/03\/16.png\" \/><\/a><br \/><a href=\"#\"><img decoding=\"async\" style=\"display: inline-block;\" src=\"http:\/\/www.keystonetaxes.com\/wp-content\/uploads\/2019\/03\/17.png\" \/><\/a><a href=\"https:\/\/thewellofwines.com\/mappa-completa-delle-zone-erogene-femminili\/\" rel=\"nofollow\">https:\/\/thewellofwines.com\/mappa-completa-delle-zone-erogene-femminili\/<\/a><\/div>\n<p>[\/et_pb_code][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; 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admin_label=&#8221;Contact Form&#8221; module_id=&#8221;et_pb_contact_form_0&#8243; module_class=&#8221;mfp-hide&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_width=&#8221;1px&#8221; border_style=&#8221;solid&#8221; custom_button=&#8221;off&#8221; button_text_size=&#8221;20&#8243; button_letter_spacing=&#8221;0&#8243; button_use_icon=&#8221;default&#8221; button_icon_placement=&#8221;right&#8221; button_on_hover=&#8221;on&#8221; button_letter_spacing_hover=&#8221;0&#8243; disabled=&#8221;off&#8221; saved_tabs=&#8221;all&#8221;][et_pb_contact_field field_id=&#8221;Name&#8221; field_title=&#8221;Name&#8221; field_type=&#8221;input&#8221; required_mark=&#8221;on&#8221; fullwidth_field=&#8221;off&#8221; input_border_radius=&#8221;0&#8243; disabled=&#8221;off&#8221;] [\/et_pb_contact_field][et_pb_contact_field field_id=&#8221;Email&#8221; field_title=&#8221;Email Address&#8221; field_type=&#8221;email&#8221; required_mark=&#8221;on&#8221; fullwidth_field=&#8221;off&#8221; 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field_title=&#8221;Message&#8221; field_type=&#8221;text&#8221; required_mark=&#8221;on&#8221; fullwidth_field=&#8221;on&#8221; input_border_radius=&#8221;0&#8243; disabled=&#8221;off&#8221;] [\/et_pb_contact_field][\/et_pb_contact_form][\/et_pb_column][\/et_pb_row][\/et_pb_section]<a href=\"https:\/\/roulette222fi.com\">https:\/\/roulette222fi.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section transparent_background=&#8221;off&#8221; background_color=&#8221;rgba(140,140,140,0.12)&#8221; allow_player_pause=&#8221;off&#8221; inner_shadow=&#8221;off&#8221; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; custom_padding=&#8221;54px|0px|54px|0px&#8221; padding_mobile=&#8221;off&#8221; make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; width_unit=&#8221;off&#8221; custom_width_px=&#8221;1080px&#8221; custom_width_percent=&#8221;80%&#8221; make_equal=&#8221;off&#8221; use_custom_gutter=&#8221;off&#8221; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; 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disabled=&#8221;off&#8221;] QuickBooks Setup [\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row make_fullwidth=&#8221;off&#8221; use_custom_width=&#8221;off&#8221; [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-29228","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=\/wp\/v2\/pages\/29228","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=29228"}],"version-history":[{"count":2,"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=\/wp\/v2\/pages\/29228\/revisions"}],"predecessor-version":[{"id":30240,"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=\/wp\/v2\/pages\/29228\/revisions\/30240"}],"wp:attachment":[{"href":"https:\/\/www.keystonetaxes.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=29228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}