A properly configured accounting file can save you time, reduce errors, and make your financial reports more useful from the very beginning.

QuickTrainer helps small and mid-size businesses set up QuickBooks® software around the way their business actually operates.

Whether you are starting a new business, creating a new accounting file, or replacing an existing setup that no longer works well, we can help establish a stronger foundation.

Our goal is not simply to get the software turned on. We want your accounts, workflows, customers, vendors, balances, and reporting structure set up in a way that makes sense for your business.

Request a Setup Consultation

Problems in QuickBooks® software often begin with an incorrect or incomplete setup.

A poorly organized Chart of Accounts, incorrect beginning balances, duplicate accounts, or improperly connected bank feeds can create problems that become harder to correct later.

QuickTrainer takes the time to understand your business before setting up the file.

We look at how you earn revenue, how you pay expenses, how you invoice customers, how you receive payments, how you use bank and credit card accounts, and what financial information you need from your reports.

The result is a setup designed around your business rather than a generic template.

Depending on your business and accounting needs, QuickTrainer can help configure areas such as:

• Company information

• Chart of Accounts

• Bank accounts

• Credit card accounts

• Customers

• Vendors

• Products and services

• Beginning balances

• Accounts Receivable

• Accounts Payable

• Invoicing

• Customer payment workflows

• Undeposited Funds

• Bank deposits

• Sales tax settings

• Classes and locations, when appropriate

• Payroll-related accounting accounts

• Reports

• Bank Transactions and connected feeds

• User access and permissions

• Other settings specific to your business

Every business is different, so setup should reflect the way your company actually operates.

The Chart of Accounts is one of the most important parts of your accounting file.

It determines where transactions are recorded and how information appears on your financial reports.

QuickTrainer can help organize the Chart of Accounts so that income, expenses, assets, liabilities, and equity accounts are structured in a way that supports your business.

We can also help identify accounts that are unnecessary, duplicated, too broad, or likely to create confusion later.

A well-organized Chart of Accounts helps make your Profit and Loss and Balance Sheet easier to understand.

One of the best features in QuickBooks® Online, connecting bank and credit card accounts is convenient, but the setup needs to be handled carefully.

QuickTrainer can help connect the appropriate accounts and make sure they correspond to the correct accounts in your accounting file.

We can also review the Bank Transactions workflow so downloaded transactions are matched or categorized properly rather than duplicated.

Starting with the correct structure can prevent many of the bank-feed and reconciliation problems we see later during cleanup work.

Your customer, vendor, and item lists should be organized from the beginning.

QuickTrainer can help set up:

• Customers

• Vendors

• Products

• Services

• Income accounts

• Expense accounts

• Sales descriptions

• Customer terms

• Vendor information

This can make invoicing, bill entry, reporting, and everyday transaction processing more consistent and easier to manage.

Beginning balances are especially important when moving from another accounting system or creating a new file for an existing business.

Incorrect beginning balances can affect:

• Bank reconciliations

• Accounts Receivable

• Accounts Payable

• Credit card balances

• Loans

• Fixed assets

• Equity

• Financial reports

QuickTrainer can help review the information you are bringing into the new file and make sure balances are entered appropriately.

If you are working with an accountant or tax professional, we can also use information they provide when establishing opening balances.

If your business invoices customers, it is important to establish the proper workflow from the beginning.

QuickTrainer can help configure and explain the process for:

• Creating invoices

• Receiving customer payments

• Applying payments to invoices

• Using Undeposited Funds when appropriate

• Grouping payments into deposits

• Matching deposits to bank activity

A proper setup can help prevent duplicate income, incorrect Accounts Receivable balances, and deposits that do not match the bank.

If your business collects sales tax, QuickTrainer can help review and configure the sales tax features available in QuickBooks® software.

We can also help establish appropriate accounting accounts for payroll activity, including payroll expenses, payroll liabilities, clearing accounts, and third-party payroll integrations when appropriate.

Questions involving tax law, filing requirements, payroll compliance, or employment law should be confirmed with the appropriate tax professional, payroll provider, or government agency.

Before you begin entering large amounts of activity, QuickTrainer can review the setup to make sure the important pieces are working together properly.

That may include reviewing:

• Chart of Accounts

• Beginning balances

• Bank and credit card connections

• Customer and vendor setup

• Accounts Receivable

• Accounts Payable

• Products and services

• Reporting structure

• Invoicing and payment workflows

• Bank Transactions

Catching setup issues early is usually much easier than correcting months or years of transactions later.

If you already have an existing QuickBooks® file and are not sure whether the current setup or balances are accurate, our QuickBooks® Data Review Service may be a better place to start.

QuickTrainer works with businesses using both QuickBooks® Online and QuickBooks® Desktop.

Most new clients today use QuickBooks® Online, but QuickBooks® Desktop may still be appropriate for certain businesses and workflows.

We can help you evaluate how the software will be used and structure the file around your accounting needs.

If you are moving from QuickBooks® Desktop to QuickBooks® Online, we can also help you understand what may need to be reviewed before and after the transition.

You do not need to be located in Wilmington, NC to work with QuickTrainer.

Most setup services can be completed remotely, allowing us to work with businesses throughout the United States.

Remote sessions allow us to review your business needs, configure the file, answer questions, and help you understand the setup without requiring an in-person visit.

For businesses in the Wilmington area, in-person assistance may also be available when appropriate.

A properly configured file is only the beginning.

Once the setup is complete, QuickTrainer can provide personalized one-on-one training to help you understand how to use the file correctly.

Training may include:

• Bank Transactions

• Invoicing

• Customer payments

• Bills

• Reconciliations

• Reports

• Expense tracking

• Sales tax features

• Other workflows specific to your business

This helps reduce the chance that a properly configured file becomes disorganized over time.

Learn About Our Training

QuickTrainer combines accounting knowledge, practical software experience, and personalized guidance.

Jim Merritt has been helping businesses with QuickBooks® software since 2001, and QuickTrainer, Inc. opened its doors in September 2006.

Clients choose QuickTrainer because we focus on:

• Understanding your business before setting up the file

• Building an organized accounting structure

• Explaining how the setup works

• Reducing avoidable errors

• Creating practical workflows

• Providing personalized one-on-one guidance

• Supporting both QuickBooks® Online and QuickBooks® Desktop users

• Working with businesses locally and throughout the United States

Our goal is to help you begin with accounting records that are organized, understandable, and useful from day one.

A good setup can save hours of frustration and reduce the need for cleanup later.

QuickTrainer can help you build an accounting foundation designed around your business, your workflow, and the information you need from your financial reports.

Request a Setup Consultation

You can also:

📞 Call QuickTrainer at 910-338-0488
📧 Email: [email protected]
🌐 www.qti-wilmington.com

QuickTrainer, Inc. is an independent QuickBooks® consulting and training company and is not affiliated with or employed by Intuit Inc. Intuit and QuickBooks® are trademarks and/or service marks of Intuit Inc.