If your company is typical of many accounting firms, you probably have clients
who are using QuickBooks to record their daily business transactions.
We recommend that nonaccounting professionals use QuickBooks as a means of
presenting their accountant with organized financial information. We make it
clear that a software program is no substitute for professional advice. We also
advise users to ask their accountant for advice as they set up QuickBooks, not
only in obtaining the business's current balance sheet and profit and loss
statement, but in setting up the chart of accounts and the company file.
If you have a client who is already set up to use QuickBooks, you should
check their QuickBooks chart of accounts and make corrections if necessary.
Converting clients from a
manual bookkeeping system