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QuickBooks File Setup & Installation

One of the most critical pieces to a company’s success is having a strong bookkeeping process. WBS recommends QuickBooks for our clients because we feel it’s the best tool currently on the market – it’s well supported and cost-effective. But it’s only as good as the person using it. That’s why you want to make sure your QuickBooks file is setup by a partner who not only understands your business, but is also a QuickBooks expert. You’re in luck - WBS is both.

With Certified QuickBooks ProAdvisors on staff we can consult on which version of QuickBooks is right for your company, install your software, setup your company data file and customize your QuickBooks desktop for you and the way you do business.  We can setup each member of your team with a password that will restrict or allow access to the different areas of your QuickBooks data file so they see only as much as you want them to see. We can help with entry of historical data and train your staff on entering daily transactions. Make sure your data file is set up correctly before you begin so that your financial reports are accurate.

Contact Us for special offers on our various Services for QuickBooks Setup and Installation .

QuickBooks Training Services


Williams Business Services provides a variety of QuickBooks training options to fit your company’s needs. Whether you are a beginner or are looking for help with the more advanced features of QuickBooks, we can provide the best choice for your goals and needs.

WBS offers self-paced QuickBooks training for our Introduction and Intermediate QuickBooks courses as online webinars. If you prefer instructor-led courses, we offer those as well. We also provide custom one-on-one sessions either on-site or remotely for those clients who prefer a more customized training experience. Whatever your learning style, WBS has a QuickBooks training option for you.

Contact Us or check out our Training page for special offers on our various QuickBooks Training Products and Services.

QuickBooks Troubleshooting Services


If your QuickBooks company data file is not set up correctly or if you are entering transactions improperly, your financial reports will not give you an accurate picture of your business. Some common errors result in double posting of income or expenses, sales tax and payroll taxes reflecting as unpaid when they have been, and inventory totals and costs being misrepresented. Any of these, and many more, will make it impossible for you to know how your business is performing financially.


We can provide a QuickBooks Troubleshooting Review where we will review your file, your chart of accounts and key financial reports such as your Profit & Loss and Balance Sheet and let you know where we see errors and how to fix them. This data file analysis can be performed without your losing any time in your QuickBooks file. You can upload a backup of your file to our secure client portal and we can review that while you continue to work in your QuickBooks file. If fixing the data file is impractical because of the extent of the errors or the size of the data file, we may suggest that a new company data file be setup and that is something that we can help you with, as well. Don’t go another day basing your business decisions on incorrect information.

Contact Us for special offers on our various QuickBooks Troubleshooting Services.

QuickBooks Remote Hosting Services


Hosting your QuickBooks data file through Williams Business Services is only $50 per month and is available only to clients for whom we perform regular bookkeeping services or regular data file reviews. QuickBooks Remote Hosting has many benefits including the following, detailed below:

        • Anywhere, anytime access to your QuickBooks data file, with an internet connection
        • Enterprise-class reliability on a highly-available infrastructure
        • Business continuity
        • Data security
        • Protection from data loss with nightly back-ups

Contact Us for special offers on our QuickBooks  Remote Hosting Services.

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