• For more information call (559)369-7691

  • QuickBooks Services

  • QuickBooks is inherently intuitive and was designed for the layman to understand, but you still need to ensure that the system is installed and set up properly for it to meet your requirements.

     You need the same information to set up QuickBooks on your computer as you do to set up manual accounting records, but QuickBooks can become complicated if you switch from manual accounting methods to QuickBooks in the middle of a fiscal year.

    Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? These are just a few of the questions that SBA Accounting & Tax can help you with. Following is a list of services you might need:

    •  Install QuickBooks and set up the chart of accounts and your entire accounting package, including payroll, accounts receivable, inventory, accounts payable, etc.
    • Ensure you’re working with accurate data prepared under generally accepted accounting principles.
    • Prepare of a list of the products or services that you sell to customers, including inventory parts, non-inventory parts, other charges, and sales taxes.
    • Enter your outstanding receivables and payables as of your starting date.
    • Enter your ending bank statement balances and outstanding checks and pending deposits as of your starting date.
    • Print a trial balance as of your starting date and compare it to the trial balance from your old system.
    • Enter all transactions since your starting date into QuickBooks.
    • Train you or your staff on using the software to meet your accounting, management, and tax needs.


    If you’re need an Intuit Certified ProAdvisor to set up, train, and offer ongoing support for QuickBooks, contact SBA Accounting & Tax today for a free consultation. You can reach us at 555.369.7691 or info@sbagrp.com.