Call us at
Tampa
(813) 960-2354
Los Angeles
(323) 936-6447
New Jersey
(908)-247-1860
System Setup Services
This task is focused on gathering all key information necessary to implementing the system. It is also an opportunity for the customer to envision what information will be needed to support business operation
Using the "Service Order" and information gathered from our client, AQC will prepare a project plan and schedule. We will present the schedule for our clients review.
The focus of this Task is to setup all of the system control information. For example the chart of account , customer list, vendor list, custom fields, tax information, preferences, opening balances etc
The objective of this task is to: identity who needs information from the system (i.e.. Accountant, Bookkeeper, Bill payment), who need to provide information to you (i.e.. Bank, Credit Cards, Payroll service) and Setup up the system to handle these interfaces.
Here we will capture all appropriate transactions needed to bring Quickbooks up to date with current account activities and balances.
Once the system has been setup and the transactions have been captured, AQC will take system through our operational checklist, print reports and perform current bank reconciliation.
After completing our system test checklist satisfactorily, we ask that the customer sign a letter of acceptance indicating the system meets those expectation defined in the “Service Order”.