Timetable

StepActionDescriptionTimeline
Initial ConsultationReview Client's RequirementsMeet with the client to discuss their specific needs, business processes, and how QuickBooks will be implemented.Within 1-3 days
System SetupQuickBooks Installation & ConfigurationInstall QuickBooks Desktop on their system and configure company settings, including user roles and permissions.Within 1-3 days
Data MigrationData Import and SetupWe will send a template to be filled up; Chart of Accounts, Suppliers, Items, Customers.2 weeks
CustomizationForms and ReportsCustomization of Forms and Reports.3 days
Staff TrainingTraining on QuickBooks ModulesConduct training sessions on key QuickBooks modules.Within 2-5 days
Go-LiveOfficial Launch of QuickBooks SystemLaunch the system for everyday use, ensuring that staff are ready to operate within QuickBooks.1 day
Ongoing SupportPost-Implementation SupportProvide ongoing support for troubleshooting, queries, and any required adjustments.Ongoing after go-live
Total1 month