QuickBooks Setup and Installation

Acworth QuickBooks SetupAs a business owner, you may be comfortable with technology, but you’re not an accountant. Mistakes made in the initial setup of your QuickBooks software can impact the accuracy of your data and be difficult and time-consuming to correct. Avoid unnecessary problems and trust your QuickBooks setup to a CPA firm like Pantana Accounting & Tax.

As QuickBooks ProAdvisors®, we'll get QuickBooks set up right the first time so you can be confident that your data is being recorded accurately from the beginning. We do not provide one-time QuickBooks setup, instead we provide this support as part of an ongoing tax and accounting relationship. First, we’ll discuss the reporting requirements of your industry and the accounting needs of your particular business so we can customize your QuickBooks software appropriately. Then we’ll seamlessly migrate any existing financial data into your new QuickBooks program, set up your chart of accounts, and create invoice templates so you’re ready to start using it in no time. And, once you're our client, we're available for any additional QuickBooks support you may need.

QuickBooks Setup for Small Businesses

Pantana Accounting & Tax makes setting up QuickBooks accounting software easy. Feel free to call us at 678-213-0602 today and tell us about your business or request a consultation online now.

  • Help selecting the right version of QuickBooks for your business
  • Installing your desktop QuickBooks software
  • Setting up QuickBooks Online
  • Conversions to QuickBooks Online
  • Transferring existing financial data into QuickBooks
  • Setting up your chart of accounts
  • Creating templates for invoices
  • Creating templates for purchase orders
  • Setting up online downloads from financial institutions
  • Mapping accounts appropriately
  • Ongoing QuickBooks support to troubleshoot problems