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 |
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Additional Customization |
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- 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 |
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Software Conversion |
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- 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 |
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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 |
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QuickBooks Process Consultation |
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- 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 |
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Employee software training |
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- Three additional 2 hour sessions for your employee(s) to duplicate existing processes to QuickBooks. ***
***Additional training priced as needed. | X |
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This is not Accounting training. Consider college-level accounting courses or bookkeeping certification
courses to ensure proper accounting knowledge.
