Setup and Installation

Whether you are a retailer, manufacturer/wholesaler or service business, QuickBooks has an accounting system designed for you. EMS provides a range of services including set-up, training and support as well as analysis and correction of existing files."

Set Up/Training Services:

  • A determination of which QuickBooks software is right for your business
  • Product installation
  • Customer, vendor, and chart of accounts setup
  • Beginning balance entries
  • Payroll service consulting and setup (if needed)

Please Note: 

To set up and train a client with a new installation of QuickBooks requires 2 to 3 appointments lasting approximately 2 hours each. We break up our appointments to allow our client to absorb and process the information presented.

First Appointment

The first appointment focuses on the installation and navigation of the software. We set up your Chart of Accounts and show you how to set up your vendor and customer lists.

Second Appointment

The next appointment concentrates on showing you how to invoice your customers and track your bills.

Third Appointment

The last appointment is designed to review set-up, configure payroll (if necessary) and design custom reports as needed.