Capstone Setup and Training Packages

QuickBooks File Setup

Enterprise

Premier

Pro

New QuickBooks file Created & Setup

$750

$250

$150

  • QuickBooks company file setup (desktop or QBO) with industry accounts, settings & preferences.
  • Setup of your provided Inventory/Supplies, Vendor & Customer lists.

X

X

X

Additional Customization

  • Customization for your unique business - Class List, Templates, Tax & Items List. More detailed Chart of Accounts.
  • Enter beginning balances and outstanding transactions (up to 50 uncleared checks, open vendor bills or open customer invoices).
  • 30 days support.

X

X

Software Conversion

  • Systematic assistance with software conversion from MYOB, Peachtree, QBO or another accounting software via our 21 step conversion process.**
  • 30 days support.

**Employee QuickBooks training is not included in this package.

X

Additional Services at customized pricing for your business -

Payroll Setup        Additional Historical Transaction Entry            QuickBooks Software Training

Software Training

Enterprise

Premier

Pro

General QuickBooks Training

$750

$350

$200

  • One 2 hour session over 3-4 areas of QuickBooks.
  • Training handouts and corresponding QuickBooks manual

X

X

X

QuickBooks Process Consultation

  • During the 2 hour session, identify how QuickBooks will be used for your business and customize training to the specific processes of the chosen areas of QuickBooks
  • 30 days support

X

X

Employee software training

  • Three additional 2 hour sessions for your employee(s) to duplicate existing processes to QuickBooks. ***

***Additional training priced as needed.

X

This is not Accounting training. Consider college-level accounting courses or bookkeeping certification

courses to ensure proper accounting knowledge.

www.capstonebookkeepingkc.com

(913) 583-0096