When a small business owner knows that they need to ‘keep the books’ but doesn’t know where to begin, Silicon Valley Accounting Solutions has the answers.  We will set up a QuickBooks (QB) file, either online or on their desktop, that serves as a central place to hold all of their transactions.  With the use of QuickBooks features and add-on tools, one of our QuickBooks ProAdvisors will automate the capture and classification of activity to simplify accounting and make it efficient.  We can aid in the catch-up and/or clean-up to bring the books current and then either train the client to keep up the books themselves or maintain it for them.

  1. Versions supported:
    • QuickBooks Desktop Self-Employed, Pro, Premier, Enterprise, Mac (being phased out by Intuit)
    • QuickBooks Desktop (as above) hosted in the cloud
    • QuickBooks Online Simple Start, Essential, Plus
  2. File creation methods:
    • Set up new data file, configure for specific business, enter beginning balances from prior tax return, Excel spreadsheet, or from bank statements
    • Upload existing Quicken data file to QuickBooks
    • Upload existing Microsoft Money data to QuickBooks
    • Upload data file from QuickBooks Desktop to QuickBooks Online
    • Import from other data sources to QuickBooks Desktop or QuickBooks Online
  3. Transaction entry options:
    • Establish processes for manual entry
    • Download from banks for upload to QuickBooks
    • Connect QuickBooks to receive a direct feed from banks and credit cards
    • Map accounts to outside payroll processor for direct import
  4. Best practices within QuickBooks for data verification
    • QuickBooks file utilities
    • Reconciliation of accounts to third party statements
    • Advanced QuickBooks features for reclassification of data

Silicon Valley Accounting Solutions provides bookkeeping and accounting services by Certified QuickBooks ProAdvisors to businesses in San Jose, CA and the surrounding Bay Area.