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QuickBooks Set Up and Installation
This is a short list of some of the services provided during your QuickBooks setup and installation:
- Set up users and passwords
- Customize the chart of accounts
- Set up items including service, inventory, non-inventory, other charges and sales tax
- Set up price levels, billing rates, payroll and class tracking
- Set up categories to track customer, job and vendor types
- Set up customers, vendors and employees
- Record outstanding checks and deposits in transit as of your starting date
- Enter historical transactions, such as outstanding accounts receivable and accounts payable
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