QuickBooks Setup
Your QBO file, built right from day one.
What's included
QuickBooks Online set up tailored to your business, chart of accounts, bank connections, customer and vendor lists, and customized reporting. Whether starting fresh or cleaning up an existing file, we get your books on a solid foundation from day one.
Specializing in QuickBooks Online bookkeeping
Verified expertise in QuickBooks Online setup, cleanup, and training.
Who this is for
Business owners moving to QBO for the first time, switching from a different system, or cleaning up a file that has gotten out of hand. Also ideal for businesses that have had QBO 'set up' by someone else and suspect it was done incorrectly.
How it works
Assess
We review your current situation: existing file if you have one, your business structure, and what reporting you actually need.
Build
Chart of accounts configured for your industry, bank feeds connected, customer and vendor lists imported, reporting set up.
Hand off
We walk you through the file, explain everything, and stay available for questions during the transition.
Common questions
Pricing
Pricing is based on your transaction volume and scope of work. Visit the Pricing page for details or book a call for a quick estimate.
