Quickbooks Setup

Quickbooks Setup for Rhode Island Businesses

At Goldman & Co., CPAs we make certain your QuickBooks setup is done correctly the first time so information can be recorded efficiently and accurately. Good QuickBooks setup helps to save time and money, and allows information to be easily access. Rhode Island is a small state, but there is no shortage of so-called Quickbooks setup experts. Please ensure that you select a qualified, local CPA firm right here in RI with the experience and knowledge to properly setup Quickbooks for your business.

QuickBooks Setup Customized To Your Needs

Our QuickBooks setup is customized to meet the needs of your Rhode Island business. What should be your chart of accounts? What format should be used for your financial reporting? What method of accounting should you used? We are here to answer your questions quickly and provide solutions on time. We are experienced and knowledgeable QuickBooks setup professionals and we’re a full service RI CPA firm..

QuickBooks Setup of Company Information

QuickBooks setup of company information includes all basic data, such as:

  • Business Name
  • Address (Ex: 123 Main St. Providence, RI)
  • Federal identification number
  • Type of business
  • Tax Year
  • Closing Dates
  • Chart of Accounts
  • And More

QuickBooks Setup of Customers

  • Customer maintenance files
  • Create invoices
  • Create batch invoices
  • Create statements
  • Assess Finance Charges
  • Add Credit Card Processing
  • Create Estimates

QuickBooks Setup of Vendors

  • Create vendor files
  • Enter bills
  • Pay bills

QuickBooks Setup of Banking

  • Write checks
  • Enter credit card charges
  • Make deposits
  • Reconcile bank statements

QuickBooks Setup of Payroll

  • Enter employee data
  • Enter time report and rates
  • Payroll
  • W-2s and 1099s
  • Full setup for Rhode Island and Federal payroll requirements

QuickBooks Setup of Reports

  • Accounts receivable aging
  • Accounts payable aging
  • Balance sheet
  • Profit and loss
  • Vendors
  • Customers
  • Trial Balance
  • Cash flow statement

For additional information contact Jim Goldman, CPA at [email protected] or call (401) 781-4200.

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