QuickBooks Accounting Services
Experts handle the heavy lifting of business financial management at 50% lower costs.

Expert Services

Highly experienced QuickBooks experts at your disposal.

Improve Returns

Save funds on hiring local experts and enjoy high returns.

Personalized Accounting

Perfectly match your expectations with customized services.

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Perks of CapActix

Why should you outsource QuickBooks accounting services & QuickBooks Setup Services to CapActix?

CapActix has years of experience in handling Quickbooks Accounting Servies for small & medium businesses. Our team has worked with different versions of this accounting and bookkeeping software to provide reliable and scalable QuickBooks Accounting Services to our global customers. When our customers outsource QuickBooks Accounting services or Quickbooks Setup Services to our experts, they can take advantage of the strategic reset by getting more streamlined and organized financial records, processes, and forecasting to meet the growth goals of the company. We further benefit businesses with our QuickBooks setup services to bifurcate different technical and business aspects related to this software, its painstaking installation, set up, and get trained to use this software and access its features optimally. Our all-inclusive QuickBooks services empower businesses to have an accurate copy of financial records and enjoy eminent results and returns.

Services We Excel At

Our Expertise

CapActix will help you with the following QuickBooks set-up services.

  • Understanding of the client’s business and processes 
  • Identifying management reporting requirements 
  • Analyzing different versions of QuickBooks 
  • Look for available integrated third-party application 
  • Suggesting the best version of QuickBooks and integration with a third-party application, if required 
  • Designing and setting up accounts’ masters such as chart of accounts, cost class, SKU Masters, users authorization, etc. 
  • Configuring payroll and tax setting as per the regulatory requirements 
  • Loading balances into QuickBooks as of the starting date 
  • Providing necessary training to client and client staff for use of software 

Services We Excel At

Our Expertise

CapActix will help you with the following QuickBooks set-up services.

  • Understanding of the client’s business and processes 
  • Identifying management reporting requirements 
  • Analyzing different versions of QuickBooks 
  • Look for available integrated third-party application 
  • Suggesting the best version of QuickBooks and integration with a third-party application, if required 
  • Designing and setting up accounts’ masters such as chart of accounts, cost class, SKU Masters, users authorization, etc. 
  • Configuring payroll and tax setting as per the regulatory requirements 
  • Loading balances into QuickBooks as of the starting date 
  • Providing necessary training to client and client staff for use of software 

Services We Excel At

Our QuickBooks Accounting Services
& QuickBooks Bookkeeping Services include the following:

CapActix will help you with the following QuickBooks set-up services.

  • Understanding of the client’s business and processes 
  • Identifying management reporting requirements 
  • Analyzing different versions of QuickBooks 
  • Look for available integrated third-party application 
  • Suggesting the best version of QuickBooks and integration with a third-party application, if required 
  • Designing and setting up accounts’ masters such as chart of accounts, cost class, SKU Masters, users authorization, etc. 
  • Configuring payroll and tax setting as per the regulatory requirements 
  • Loading balances into QuickBooks as of the starting date 
  • Providing necessary training to client and client staff for use of software 

CapActix will help you with the following QuickBooks set-up services.

  • Understanding of the client’s business and processes 
  • Identifying management reporting requirements 
  • Analyzing different versions of QuickBooks 
  • Look for available integrated third-party application 
  • Suggesting the best version of QuickBooks and integration with a third-party application, if required 
  • Designing and setting up accounts’ masters such as chart of accounts, cost class, SKU Masters, users authorization, etc. 
  • Configuring payroll and tax setting as per the regulatory requirements 
  • Loading balances into QuickBooks as of the starting date 
  • Providing necessary training to client and client staff for use of software 

QuickBooks Accounts Payable

  • Receive bills and store them online 
  • Bill processing & approval 
  • Payment approval 
  • Payment Processing 
  • Handling of vendor inquiries 

QuickBooks Accounts Receivable

  • Sending estimates 
  • Customers billing 
  • Recording payments from customers 
  • Customers aging 
  • Collections management 
  • Cash forecasting & reporting

QuickBooks Financial Reporting

  • Balance sheet 
  • Income statement 
  • Trial Balance 
  • Cash flow statement 
  • Bank reconciliation report 
  • Detailed general ledger report 
  • Fixed asset account management 
  • Other customized reports as per the requirements of the client

QuickBooks Payroll Services

  • Payroll setup 
  • Payday calculations for employees & contractors and direct deposits 
  • Payroll taxes calculation and form filling 
  • 941, 1099, 940, 944, and quarterly state tax returns 
  • Reconciliation of Payroll with Quarterly returns 
  • Generate W2 form at the end of the year 

QuickBooks Bank Reconciliations & Credit Card Reconciliations

  • Bank reconciliation with the bank statement 
  • Credit card reconciliation with the credit card statement 
  • Sequencing of checks 
  • Control Accounts Reconciliation such as Receivables & Payables

Hire At Your Convenience

Hire Dedicated QuickBooks Experts

QuickBooks can get overwhelming if not handled the right way. You can hire QuickBooks experts from CapActix who will discuss with you and list down your preferences and tasks, and then help set up the workflows which allow you to bypass the setting up phase you can directly start the execution, once our experts are done setting up QuickBooks Accounts.

Result-oriented Solution

Explore how our QuickBooks Accounting Services and other QuickBooks expertise can double the profit for your small & medium business:

CapActix is renowned for its specialization in using QuickBooks in a business-centric way to meet unique business needs and goals. Be prepared for the future by keeping all your financial data well organized and accurate and also in the accounting software that you completely trust, QuickBooks with our outsourced QuickBooks Accounting Services.
QuickBooks setup services from our experts will help you classify the right version of this software and the right pricing model to make the max out of this accounting software.
QuickBooks bookkeeping services will cover value-added bookkeeping jobs from managing day-to-day bookkeeping tasks to month-end and year-end closing management.
Make your life easier and business-focused with our QuickBooks account receivable and payable services that will manage all aspects related to customer and vendor payments.

Keep your staff delighted with on-time payroll processing managed by QuickBooks specialists with accurate payroll setup and management. 

Get the most precise and consistent reports with QuickBooks financial reporting that can aid your financial, business, and strategic decisions.

QuickBooks Accounting Services & QuickBooks Setup Services by CapActix can help you to save time in setting up the accounting workflow.

How We Help You Stand Out

Key Differentiators

01

Tailored Services for SMBs

Intensifying accounting efficiency and profit-making with our outsourced QuickBooks accounting services tailored
for SMBs.

02

Top-to-Bottom Services

From the right version selection of QuickBooks to setup, installation, automation implementation, and ongoing QuickBooks Accounting Services.

03

Diverse Industry Experience

Benefit from our experience of working with different scaled businesses in a wide horizon of industries to assist you with the best accounting services.

04

Data Security

We guarantee 100% security of your financial records and data with signed NDAs and painstakingly designed QuickBooks accounting processes.

We Create Your Ways Digitally

Software We Use

Our Success Stories

How do our expert QuickBooks Setup Services, QuickBooks Accounting Services, and QuickBooks Bookkeeping Services enable our clients to generate high returns, hear it from some of them:

No doubt QuickBooks is an easy-to-use software but selecting the right version can be challenging for non-technical companies like ours. We are glad that the QuickBooks setup services of CapActix are tailored for companies like us. They comprehended our business needs and based on that recommended the right system and, also set it up for us. We find them worth each penny.

Brenda Davies Vice President

We worked with the CapActix team for QuickBooks data conversion and some other accounting jobs. We must say that the team completely overhauled our system and helped us with setting up cost coding flawlessly. They also automated several processes to save our outlay on manual efforts. The customer support and responses of the company are as excellent as their command over QuickBooks.

Jim Hearer Managing Director

We commenced using CapActix services to get some assistance with QuickBooks POS setup and migrating from our old accounting software to POS. CapActix came up with an impressive migration plan and made the whole process incredibly simple and fast. We are now using their QuickBooks bookkeeping services on an ongoing basis for 10+ months and we are super happy. –

Derek Blecher Innovation Team Head

Our Focused Industries

Industries We Serve

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

Frequently Asked Questions

QuickBooks Accounting FAQ

Unlock Insights and Find Solutions in our FAQ Page for Hassle-Free Knowledge! We have designed the questionnaire to address all your concerns.
Yes, you still need an accountant if you are using QuickBooks because no application can adjust entries and solve issues.
Hiring a QuickBooks expert is very beneficial for your business. He will be experienced in using QuickBooks, he can make your accounting process smooth with QuickBooks, and Inventory Management, etc.
Our QuickBooks accountant works according to your needs and workload. Generally, when you hire a dedicated QuickBooks accountant, they work for 8 hours a day/5 day a week.
Yes, we make a confidential agreement which is known as a nondisclosure agreement (NDA). CapActix also provides several add-on services to help you secure your data. We can help you encrypt your data, set up access controls, and implement security policies. We can also help you prepare a data-discarding policy for non-usable or redundant data.
Yes, Our Remote Accountant works with your CPA for any tasks related to Income Tax Return preparation. We want to be sure that your books are in good order for tax purposes. We can post necessary adjustments required to be posted at the year’s end such as tax journals, depreciation, etc. We can provide them with all the explanations they need for the audit and tax return preparation.
Yes, our resources are QuickBooks certified Pro-advisor. They have been using QuickBooks for a long time.
Our accountant is having a bachelor’s degree in accounting, finance, business administration or a related field. They also have a minimum year of experience working in accounting or finance in addition to strong understanding of Generally Accepted Accounting Principles (GAAP) and financial statement analysis.
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