Setting up your QuickBooks software correctly is imperative to the correct functioning of the program. While initial set-up is crucial, time and patience is required and many find it to be too frustrating or confusing. Regardless of computer skill level, there are other issues that you may stumble across when setting up your QuickBooks accounting software and those include:

  • Preparing beginning balances for all of your accounts,

  • Establishing correct banking information,

  • Entering all customer information, statements and invoices,

  • Determining what reports should be customized and created for your unique business,

  • Launching recurring tasks

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1903 Towne Center Blvd. Annapolis, MD 21401