Accounting software setup and integration in Burke, VA

Setup and configuration built around your business

A new system is only as useful as its setup. We configure company settings, a chart of accounts designed for your industry, and the classes, locations, departments or dimensions you need for reporting. We set up users and permissions, approval workflows, sales tax, bank feeds and the reports you'll review each month, so the system works the way your business does from day one.

Migrations and data conversions

Moving from QuickBooks Desktop, spreadsheets or another accounting system? We plan the cutover date, map your old accounts to the new chart of accounts, and bring over customers, vendors, items, open invoices and bills, and opening balances, plus history where you need it. Before you go live, we reconcile the new system to the old one so your numbers match.

Integrations that keep data flowing

We connect your accounting system to the tools around it: POS and card processors, payroll providers such as ADP, Paycom and Paychex, banks and credit cards, project management tools such as Procore, and expense and bill-capture apps. Transactions post to the right accounts automatically, and you spend less time on manual entry and month-end fixes.

The systems we set up

• QuickBooks Online: new company setup, QuickBooks Desktop-to-Online conversions, app integrations and cleanup of existing files, by a QuickBooks ProAdvisor.
• SAP Business One: chart of accounts and financial setup, data imports, approval workflows and financial report layouts.
• Sage 100: general ledger, receivables and payables setup, data conversion and month-end close workflow.
• Restaurant365: location and GL setup, POS and payroll integrations, AP invoice workflow and location-by-location reporting.
• Microsoft Dynamics 365 Business Central: chart of accounts and dimensions, migration from QuickBooks or other systems, bank reconciliation setup and approval workflows.

Training and support after go-live

We train each person on the tasks they handle, document your key workflows in short written procedures, and stay available after launch to answer questions and adjust settings as your business changes. If you'd like, we can keep the books in the new system for you too.

QuickBooks, SAP Business One, Sage 100, Restaurant365 and Microsoft Dynamics 365 Business Central are trademarks of their respective owners. 7Bay Finances is an independent accounting firm.