QuickBooks Setup & Support

QuickBooks is powerful accounting software built for small businesses—but to get the most out of it, the setup must be done right from the start.

At PSA CPA, we specialize in getting your QuickBooks up and running smoothly, accurately, and efficiently—so your books are clean, your staff is confident, and your business is ready to grow.

Why Professional Setup Matters

Although QuickBooks is designed to be user-friendly, the initial setup is critical. Mistakes made during installation—especially when transitioning from manual bookkeeping or switching software mid-year—can lead to ongoing issues with reporting, tax filings, and financial decision-making.

We ensure your software is configured correctly from day one, tailored to your unique business structure, accounting method, and industry needs.

What We Do

We handle every part of the QuickBooks setup process:

✅ Evaluate Your Needs
We assess your business size, industry, and accounting workflow to recommend the right version of QuickBooks and necessary hardware.

✅ Software Installation & Configuration
We install QuickBooks, build your chart of accounts, and configure your entire system—including payroll, receivables, payables, inventory, and more.

✅ Determine Starting Point
We identify your QuickBooks start date and ensure clean entry of all opening balances.

✅ Input Historical Data
We enter accounts receivable and payable details, sales items, services, tax rates, bank balances, and outstanding transactions as of your start date.

✅ Reconcile with Previous System
We run a trial balance in QuickBooks and compare it to your previous system to ensure accuracy.

✅ Data Entry & Cleanup
We help you input current transactions post-start date and ensure your system is accurate and audit-ready.

✅ Customized Training
We train you and your team on using QuickBooks effectively for your specific accounting, reporting, and tax needs.

Ongoing QuickBooks Support

Your setup doesn’t end after installation. We’re here to keep you on track:

🔁 Follow-up Training
We offer post-installation check-ins and refresher training to make sure you’re confident and compliant.

📊 Periodic Reviews
Choose from monthly, quarterly, or annual data reviews. We’ll catch errors early, assist with management reports, and ensure year-end tax readiness.

What Does It Cost?

We customize every setup based on your business size, complexity, and current records. To provide a fair and accurate quote, we’ll first learn a bit more about your needs.

📞 Contact us today to schedule your free consultation and let us help you build a rock-solid foundation with QuickBooks.

Let PSA CPA take the stress out of setup so you can get back to business.