Company Data File Setup

• $125 – File Setup: Create a New Company File, Design the Chart of Accounts, and Select Preferences based on Consultation.

• $50 – Customer, Vendor, Employee Setup: Provide Templates for Customer, Vendor and Employee Lists and then Import them into QuickBooks.

• $25 -$50 – Item List Setup: Provide Templates for Item Lists and Import them into QuickBooks. (Setup Non-Inventory Clients for $25 and Inventory Clients for $50)

• $100 – Customize Forms (5): Customize up to 5 forms with your company logo and design the forms to show the information you want to see on screen and what information you want printed for your Customer to see. Forms can include Estimates, Invoices, Sales Orders, Statements, Purchase Orders, etc. Additional forms can be created for $20 each.

Data Analysis

We will review your company file and provide you with a detailed report of our findings

QuickBooks Customization

Inventory Clients

• $149 (Setup QuickBooks Forms – Sales Orders, Invoices, Statements, Purchase Orders, Packing Slips)
• $249 (Setup all QuickBooks Forms, Define Custom Fields for Customers, Vendors and Items)
• $399 (Setup all QuickBooks Forms, Define Custom Fields for Customers, Vendors and Items, Customize and Memorize Reports)

Non-Inventory Clients

• $99 (Setup QuickBooks Forms – Sales Orders, Invoices, Statements)
• $199 (Setup all QuickBooks Forms, Define Custom Fields for Customers and Vendors)
• $349 (Setup all QuickBooks Forms, Define Custom Fields for Customers and Vendors, Customize and Memorize Reports)

Advanced QuickBooks Features

 

Setup Class Tracking

• $99 (Discuss how to Use Classes in Your Business, Turn on Class Tracking, Review how to Enter Class on Transactions, and Review Reports that can be run by Class)

• $149 (Discuss how to Use Classes in Your Business, Turn on Class Tracking, Review how to Enter Class on Transactions, Review Reports that can be run by Class and Teach how to Use Class-Tracking on the Balance Sheet with no Payroll)

• $199 (Discuss how to Use Classes in Your Business, Turn on Class Tracking, Review how to Enter Class on Transactions, Review Reports that can be run by Class and Teach how to Use Class-Tracking on the Balance Sheet with no Payroll)

Using Job Costing

• $99 (Discuss how to Use Job Costing in Your Business, Turn on Job Costing, Review how to Enter in on Transactions, and Review Reports that can be run by Job)

• $149 (Discuss how to Use Job Costing in Your Business, Turn on Job Costing, Review how to Enter in on Transactions, Review Reports that can be run by Job and Teach how to use Job Costing with Employee Timesheets with QuickBooks Payroll Subscription

• $199 (Discuss how to Use Job Costing in Your Business, Turn on Job Costing, Review how to Enter in on Transactions, Review Reports that can be run by Job and Teach how to use Job Costing with Employee Timesheets with Manual Payroll, No QuickBooks Payroll Subscription)