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

Configuration

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.

"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!"

"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."

"WOW! Kristin was a superb teacher. She explained each task so that we understood but were not overwhelmed. And she has a relaxed and humorous manner that made a potentially scary (or boring) subject readily accessible. I am so glad I took this class!"

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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.