The following objectives are provided as a general reference in preparing for an appointment with a QuickBooks software expert:
Review the set-up of your QuickBooks file, the Chart of Accounts, Items, and Preferences
Modify the programming and set-up to increase the flow of information, accounting control, management reports, etc.
Provide training on entering day-to-day transactions, monthly reconciliation, or monthly reporting
Review internal reports and create or change procedures to improve reporting in a specific area
Investigate and install new software that works in conjunction with QuickBooks
Add new features, such as payroll, tracking 401(k) retirement accounts, inventory, etc.
The following items may be helpful at your appointment:
Bank statements (checking, savings, line of credit, etc.) and register, especially if the statements are not reconciled
Loan and credit card statements, especially if the statements are not reconciled.
Paper or manual forms that you use in your business
Spreadsheets that track sales-related information, or other bookkeeping information
Tax forms (payroll, business license, sales tax, etc.) if you have questions
If your appointment is off-site, bring a back-up of your QuickBooks data so that changes can be installed on your computer or network when you get back to your office.
Follow me on TWITTER
Join my network on LINKEDIN
