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QuickBooks Setup Services

From single-user installs to large, QuickBooks Enterprise implementations with multiple integrations, we can help.

How We Can Help You With Setting Up QuickBooks

DFS’s team of Certified QuickBooks ProAdvisors has worked with over 650 Projects, Non-Profits, and Businesses across nearly every industry with their accounting and ERP systems. Whether you are new to QuickBooks or upgrading your file, we can customize an implementation plan specifically for your business. Our QuickBooks Setup & Implementation services are far more extensive than your basic free QuickBooks support. Our team has several years of real world experience implementing and using QuickBooks within many types of project and business scenarios, industries, and end user roles from bookkeeper to CFO.

Software Selection

First, your dedicated QuickBooks consultant will go through a detailed checklist to determine which version of QuickBooks (Online, Pro, Premier, Enterprise Solutions, etc.) will best suit the needs of your project or business, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed.

System Design

In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

File Setup and Internal Controls

During the file setup stage, we will configure QuickBooks either on your local network or in a secure cloud-hosted environment and set up user access. We will also set up your file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more. If we are importing data from your previous accounting software we will clean the data and ensure it came over cleanly.

Third Party and Custom Applications

If during the planning stage we determine that you will need a 3rd party app and / or custom programming, we will implement those after we get your base QuickBooks file setup. If you are using QuickBooks Enterprise, this could be as straightforward as turning on and setting up Intuit’s Advanced Inventory, Reporting and Pricing or Reporting Add-On. We can also handle more complex situations that require a custom developed application or integration with external systems. These custom applications are owned by you and build off of Intuit’s API.

Reporting and Automation

Once we have got your QuickBooks file and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and / or build any custom report your need so that you get the most out of your QuickBooks data.

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