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Getting Started With Accounting CS

Getting Started With Accounting CS. Leah Reid 5/6/2015. Learning Objectives. Best practices to get started efficiently Review the Accounting CS workflow Navigate Accounting CS  Learn recommended firm setup. Accounting CS Workflow. Payroll and Tax Form Processing. Accounting CS

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Getting Started With Accounting CS

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  1. Getting Started With Accounting CS Leah Reid 5/6/2015

  2. Learning Objectives • Best practices to get started efficiently • Review the Accounting CS workflow • Navigate Accounting CS  • Learn recommended firm setup

  3. Accounting CS Workflow

  4. Payroll and Tax Form Processing • Accounting CS • Batch vs. single client processing • Direct deposit/ Intercept • Electronic filing of payroll tax forms • Year-end processing • Tax payments • End to end payroll services

  5. Accounting and Bill Payment • QuickBooks or QuickBooks Online • All accounting work is done in these systems • Payroll JE entered or imported into QB • Bill payment technology integrates with accounting platforms • Bill.com, online banking, QB bill pay, bank feeds

  6. Financial Statements & Tax Integration • Trial Balance report • Exported from QB/ QBO • Imported into ACS • Financial statements • Printed to FileCabinet CS • Sent to NetClient CS Portal • Tax return integration • Tax codes are used to integrate

  7. Polling Question

  8. ACS Services NOT Used • General Ledger, AP/AR, Client Access • Clients use QB/QBO in Right Networks • Recommend to limit # of accounting platforms to 2 • Workpapers CS • May consider in the future • Provides tax documentation organization • Rootworks uses SurePrep

  9. Installation Considerations • For local and server ACS installations: • Use full version of SQL • This will help to avoid speed issues • Not applicable to Virtual Office and SAAS users*

  10. Recommendations • Decide how Accounting CS will be used within your firm • Services/ modules • Take inventory of clients • Create a timeline/ project plan • Run first few payroll clients parallel

  11. Firm Setup & Navigation

  12. Polling Question

  13. Recap • Reviewed how Rootworks uses Accounting CS • Discussed installation tips • Walked through getting started recommendations • Navigated firm setup and navigation

  14. Polling Question

  15. coaching@rootworks.com ACS Implementation coming soon! Look for communication in NGAF

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