QuickBooks Setup

QuickBooks Online Setup for Medical Practices in The Woodlands, TX

So you’ve purchased QuickBooks Online.  It’s an exciting step in your business, but now what?  If you’re not quite ready for our top-notch bookkeeping service but want to utilize the capabilities of QuickBooks Online and third-party apps; it’s critical that the initial setup and installation be done correctly. This task can get complex, especially when third-party apps don’t communicate properly with QuickBooks Online, thus resulting in duplicate entries and bad data. We’re here to help! STAC Bizness Solutions in The Woodlands, TX can complete the initial review and setup in a timely manner, leaving you in a great spot to start getting the most out of QuickBooks!

Here’s a short list of the services we provide during your QuickBooks Online Setup:

  • Evaluate the QuickBooks Online software and third-party apps currently utilized by your business
  • Review and update the Preferences and User ID’s in the QuickBooks Online file to reflect your current accounting requirements
  • Design and organize the chart of accounts
  • Review and update the Products and Service list
  • Determination your QuickBooks Online starting date
  • Enter bank and credit card transactions since your starting date
  • Enter outstanding accounts receivable details as of your starting date
  • Enter outstanding accounts payable details as of your starting date
  • Entering your ending statement bank balances as of your starting date
  • Entering your outstanding checks and deposits in transit as of your starting date
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Review QuickBooks Online workflow and processes with you once setup is complete

As a Medical Practice in The Woodlands, TX, Why Choose STAC Bizness Solutions to help with your QuickBooks Online Setup?

As QuickBooks Certified ProAdvisors, we bring extensive experience to your business.  The learning curve when implementing QuickBooks for the first time can be steep, but we’re here to make things quick and easy!

Whether your needs call for a more simple, single-user install or a more comprehensive install including multiple integrations, you’re in great hands with STAC Bizness Solutions.

Want to learn more?

Request Your Free Consultation

2002 Timberloch Pl, STE 200
The Woodlands, TX 77380