Accounts & Bookkeeping
Serving the whole UKDone onlinePrice agreed upfront
Accounting Software Support
Practical support with setting up, improving, migrating, or troubleshooting your cloud accounting software. We can help you get your accounting system working properly so your records are easier to manage and your reports are more useful.
Accounting Software Support
What the fixed fee covers
- Initial software review and setup.
- Chart of accounts, bank feeds, and VAT configuration.
- Invoice, reporting, and opening balance setup.
- Basic data migration and reconciliation checks.
- User guidance and basic troubleshooting.
- Testing and final setup review.
How it works
- 1We review your accounting software and requirements.
- 2The required setup and improvements are identified.
- 3We configure your accounts, bank feeds, and VAT settings.
- 4Invoice and reporting preferences are set up.
- 5Historical data is migrated where required.
- 6We test the setup and explain how to use it.
What we need from you
- Accounting software access and previous accounting records.
- Trial balance and opening balances.
- Bank and VAT information.
- Customer, supplier, and chart of accounts details.
- Historical transaction data and previous company accounts.
- Details of any required integrations.
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FAQs
Accounting Software Support: common questions
Yes, where the required data can be exported.
Yes, we configure it according to your business needs.
We support platforms such as QuickBooks Online and Xero.
Yes, ongoing bookkeeping and accounting support is available.
Software subscriptions are normally separate from our professional fees.