Organize check list and check use for accountant

Yes, save some time and energy for both you and your accountant plus get a much better bird's eye view of what your business is actually doing.  You can tackle this yourself, but there is a learning curve and you'll need to decide how much your time is worth.  Getting this set up right at the beginning pays for itself over and over; I suggest you find a Certified Pro Advisor who will help you get off on the right foot, answer any user questions you have and be around if you do run into problems. 

And when you're all done at the end of the year, you can email your accountant what is needed.

Does that help you get started?

Your first call should be to your accountant. They will have historical data that needs to be integrated into Quickbooks before you start, other wise you are just creating a mess that will take more time to straighten up. You will need to start with last years ending balances and work forward.

Marc Barnes

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