QuickBooks Online Creation Service Information

The QuickBooks creation project is designed to set up and configure QuickBooks accounting software tailored to an organization's needs, facilitating efficient financial management and reporting.

The project involves several critical services aimed at optimizing your QuickBooks setup:

Create a QuickBooks Online file for the Client.
Create, configure, and customize your chart of accounts.
Set up your QuickBooks Online settings and company information to reflect your current accounting requirements.
Set up all data feeds for your entity’s bank and credit account(s).
Record the beginning account balances using the information you provide.
Enter all accounting transactions and reconcile any bank account(s).
Create automated bank rules for easy reconciliation of your transactions.
Enter company, customer, vendor, and employee data from your provided information.
Enter sales items and sales tax information based on the information you provide.
Enter inventory items and quantities on hand as you provided (if applicable).
Enter payroll items and taxes (if applicable).
Customize reports and forms, change QuickBooks preferences, and add features such as class tracking.
Review and suggest appropriate additional software to increase your accounting and bookkeeping efficiency.
Answer your questions and provide personalized training as needed.
Suggest and/or provide training to support you and your team on your new accounting system via Microsoft Teams.
Meet with your bookkeeper to review the application's goals for your business and its use case as needed.

It is important to note that this engagement focuses solely on setting up and configuring QuickBooks. It does not include regular bookkeeping and accounting, payroll, or tax preparation services. Additionally, we will not adjust records to conform to Generally Accepted Accounting Principles or perform audits or other data verifications. Any reports provided will be intended for internal management use only and not for external financial reporting.

To request a quote for a QuickBooks Creation, please contact admin@strategicfinancialreporting.com.