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Donna Edge, CPA, LLC

QuickBooks Set-Up Support

We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost effective format.

Choosing the right version of QuickBooks


We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.

Setting up your QuickBooks File


We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs. $250 Includes:

  • Chart of Accounts
  • Items
  • Payroll Items
  • Preferences
  • Classes
  • Customers (up to 40)
  • Vendors (up to 40)
  • One customized invoice
  • 3 months of our "Unlimited Questions" support plan (a $120 value)

Training on Posting Transactions


We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits, etc so you can keep your books. Once you are comfortable, we can expand this training to other elements.

On Site or Off Site Training


We can come to you or you can come to us for one on one training. The following lessons are available and average approximately 30 minutes each. You may pick and choose which lessons you think would be more beneficial to your situation. Please contact us for pricing. Includes handouts and sample file to practice on.

Lesson 1: Getting Started

Lesson 2: Setting Up QuickBooks

Lesson 3: Working With Lists

Lesson 4: Working With Bank Accounts

Lesson 5: Using Other Accounts in QuickBooks

Lesson 6: Entering Sales Information

Lesson 7: Receiving Payments and Making Deposits

Lesson 8: Entering and Paying Bills

Lesson 9: Analyzing Financial Data

Lesson 10: Setting Up Inventory

Lesson 11: Tracking and Paying Sales Tax

Lesson 12: Doing Payroll With QuickBooks

Lesson 13: Estimating and Progress Invoicing

Lesson 14: Tracking Time

Lesson 15: Customizing forms and writing QuickBooks Letters

Making Corrections to Your Existing QuickBooks File


We can look over your QuickBooks file and analyze it. We will then provide you with an analysis of what needs to be corrected along with an estimate of the time/cost to make the needed corrections. $95 for the initial analysis, then the hourly rate to make the corrections.

Send us an e-mail or call us today at 281-664-0250 and ask for Donna Edge to discuss your QuickBooks accounting needs with an experienced Houston CPA.