QuickBooks System Design, Setup & Configuration

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.

"Alex is an amazing instructor-very clear, patient, extremely well-versed in everything QuickBooks and very responsive to any question at all about how to get the most from the software. Highly recommend! A pleasure to work with!"

"Alex did a great job. He was very responsive and had an in-depth understanding of our requirements. I would definitely use Alex and Presti & Naegele's Accounting Technology Consultants group again."

"I attended a webinar led by Kristin. In spite of the less than exciting subject QuickBooks for Beginners, she engaged all of us small business owners with a dynamic presentation. The material was covered in a very thorough, yet easy to understand way and questions by attendees were quickly responded to. I already had some experience with QB but learned valuable tips throughout the workshop. Highly recommended!"

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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