QuickBooks Field Service
QuickBooks Training and Support Packages
QuickBooks Consulting Group
| Services | Description of work to be performed |
| Basic Installation | 1. A cost-effective solution that meets both the present |
| Service Package | and anticipated future accounting and reporting needs |
| of the company | |
| ½ Day Session | 2. A professional QuickBooks software installation and |
| (4 hours) | Company setup. |
| 3. One-hour on-site instruction conducted by an expert on | |
| basic operation of QuickBooks | |
| Gold Installation | 1. Basic Installation Service Package (see above) |
| Service and Employee | 2. Half-day on-site instruction conducted by an expert on |
| Training Package | operation of QuickBooks, include file back-up and |
| generating reports | |
| 2 – ½ Day Sessions | 3. One-hour of Telephone Support with QuickBooks |
| (20 hours) | Experts |
| Platinum Installation | 1. Gold Installation Service and Employee Training |
| Service and Employee | Package |
| Training Package | 2. Additional half-day on-site instruction and consultation |
| conducted by an expert on the operation of QuickBooks | |
| 3 – ½ Day Sessions | and its integration with your specific business processes |
| (28 hours) | 3. One additional hour of Telephone support with |
| QuickBooks experts |
- Inventory setup available upon request
- Job Costing available upon request
- All other modules outside the scope of this engagement available upon request.
| Pre-paid blocks of time may also be purchased | |
| $479 | 04 - hour blocks of pre-paid time ($120/hr) |
| $1,999 | 20 - hour blocks of pre-paid time ($100/hr) |
| $2,519 | 28 - hour blocks of pre-paid time ($90/hr) |
QuickBooks Consulting Activities
Prepaid Remote Support includes phone, email, desktop sharing (QuickBooks Remote Access), and field service!
New Client Evaluation
Collect all contact information, tax and legal information, determine proper use of QuickBooks features
Technology Checkup
Examine current computer systems, basic hardware and software analysis, perform any required updates and maintenance releases
Start Up, Preferences, Opening Balances, and Backup Step (for new users)
Enter new client information including preferences, chart of accounts, and trial balances
Users
Create any additional user accounts and install access settings and password
Customer and Vendor Lists
Establish customer, vendor, and class information with: contact info, payment info and terms, shipping info if applicable, sales tax, subclasses, and any other custom fields or Other Names
Set up Products and Services
Enter products and services items including descriptions, price points, tax requirements, reorder points, units for measurement, and inventory adjustments
Customizing Features: Forms, Templates, Reports, and Reminders
Customize any desired templates like invoicing, purchase orders, estimates, and credit memos. Create any form letters for customers vendors, employees. Modify and memorize custom reports desired by client. Modify user preferences and setting including customizing any reminders.
Transactions
Enter client transactions since start date including purchase orders, receipts, bills, invoices, payments, deposits, payroll checks, and journal entries followed by any bank reconciliation and recurring transactions
Set up Payroll
Evaluate and set-up current payroll system for tax set-up, payroll items, all employee information, and y-t-d figures
Additional Features
Determine if client needs additional services and subscriptions including merchant credit card services, online banking, credit check services, remote access.
Project Wrap-Up
Establish back-up procedures and train administrator on system and software, confirm all deliverables accomplished
Follow Up Appointment (approximately 3 weeks)
Re-evaluate client's future needs like training and maintenance, set-up follow-up analysis upon client's request
Call us toll free at (888) 617-2088
