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QuickBooks Changeover

With the ending of QuickBooks Desktop we are able to offer clients help in changing to QuickBooks OnLine.

This will normally consist of :

  • Verification of the data file and back up.

  • Use MoveMyBooks to transfer the file to QuickBooks on Line.

  • Verify that the transfer is successful and correct any errors.

  • Run after import routines on the vat returns and bank reconciliations.

  • Customise invoice templates.

  • Connect bank and credit card accounts and ensure the correct dates are used to import transactions.

  • Show the client the basic functions of the system, bearing in mind the difference between Desktop and On Line.

AIA Member in Practice
Chartered Secretary in public practice

Caris Brook Ltd

Registered in England No: 04654791 at Luces Cottage, Luces Lane, Castle Hedingham, Halstead Essex CO9 3HE

01787 475665

accountant@carisbrook.co.uk

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©2024 by Caris Brook Ltd

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