QuickBooks System Design, Setup & Configuration

Quickbooks Setup graph

Getting started on the right foot with our Quickbooks setup services.

Understanding your business needs and how QuickBooks can make your processes more efficient drives the decisions we make together. You can save time and avoid costly mistakes later on.

Get started with QuickBooks

System Design

Starting with a thorough needs analysis we identify your short and long-term business goals. Your system is designed to work now and will also accommodate the ongoing growth of your company many years forward.

Our initial discovery checklist includes:
  • Understanding where your business processes can be more efficient
  • Selecting the right software package that fits your business needs best
  • Factoring in scalability
  • Identifying any 3d party applications that need to integrate with your system
  • Determining if custom programming is needed
  • Developing a plan for setup and configuration

QuickBooks Setup

Based on the plan we develop for you in step 1, we will
  • Install and configure Quickbooks in your current local or hosted environment
  • Set up user access, roles and permissions
  • Customize your preferences


Once we have QuickBooks set up and running, we will:
  • Customize your Chart of Accounts, Customer/Vendor Lists, Invoices, Purchase Orders and other forms, Payroll, Taxes, Inventory, Fixed Assets, reports and much more
  • Implement any customizations to extend QuickBooks functions

Quickbooks-setup services and system design

Get your team set up the right way. If you wish QuickBooks could do more, learn more about our Custom Development Services.

"Mike has been fantastic getting my company up and running on an outside server and providing us with very prompt and efficient customer service. He is very knowledgeable with the software as well as the server set up and general use. Mike has always made himself available to respond and resolve."

"Mr. Trudeau's knowledge of accounting as well as Quickbooks is extraordinary. He instructed me in how to use Quickbooks while he unraveled accounting errors. His instruction and assistance have saved my company time and money."

"5 Stars! Presti & Naegele’s expertise was instrumental in allowing us to utilize QuickBooks more efficiently. Their QuickBooks knowledge (Quickbooks Gurus!!) coupled with their accounting firm background proved to be a pleasure to work with. Andy made us feel as if we were his only client!"

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Ready to get your QuickBooks set up and configured the way you want it?

Wonder if QuickBooks can work the way you always wished it would? It can.

Contact us