Our team has aided many companies with setup of their QuickBooks accounting software. If you are new to QuickBooks or moving to a new version of QuickBooks, we can create a unique implementation plan for your business. When conducting a QuickBooks Setup, our team will follow the steps below.
The first step is to use our QuickBooks checklist to determine the features used, characteristics of your data, the best version for you, number of licenses needed, necessary 3rd party applications, and if custom integration is needed. You will receive the Intuit Premier Reseller Discount, as we are Premier Resellers and like to pass our discounts on to our customers.
Exigo Business would like to ensure that your QuickBooks company file is designed specifically for your business and the features that you use, so that your books are accurate and as clean as possible. To learn about your business and needs, we will conduct a thorough analysis with our detailed checklist to present you with a unique system that caters specifically to the needs of your organization. The system will be designed to generate KPI’s Management and Financial Reports that will help you make key business decisions.
Our team will complete the file setup in a secured environment. The process in this step depends on the unique implementation plan that we designed for your business. The implementation plan could include many items, such as: customized Chart of Accounts, Preferences, Settings, Lists, Forms, Templates, Payroll, Taxes, Inventory, Memorized Reports, Fixes Assets and more. If data is being imported from a different accounting system, we will clean the data and ensure that it transferred without corruption.
When our team meets with you to determine the implementation plan, we will determine if any third-party apps are needed. If they are necessary to improve efficiency and accuracy, we will implement them after the QuickBooks company file set up is completed.
After our team has set up the new QuickBooks company file and integrated any 3rd party apps, we will set up custom reporting and automated processes. We will also show you how to generate reports and customize them to your needs, so you can make the most of your new system.
The last step in our QuickBooks File Setup Service is ensuring that your team feels comfortable using your new system. Each business and individual is different and our unique implementation plan will include customized training specific to your business. Training can be done remotely or on-site.