Set up QuickBooks the right way, from day one
Starting a business or moving off spreadsheets, Desktop or another system? We configure QuickBooks Online around how your business earns and spends, connect your accounts, and show you how to use it.
QuickBooks ProAdvisor certified · Chart of accounts built for your return · Migrations verified · Training included
Where are you starting from?
Brand-new business
Start with a clean file, a chart of accounts that matches your entity and return, and good habits from the first transaction.
Moving off spreadsheets
We bring over opening balances, customers and vendors, and set up feeds so you stop typing transactions by hand.
Leaving QuickBooks Desktop
We convert the file, check that balances match after the move, and clean up what didn't come over correctly.
Switching from Xero or Wave
Opening balances, open invoices and bills, and the history you need, moved and verified.
What setup includes
- Accounting needs assessment
- QuickBooks Online configuration
- Chart of accounts designed around your tax return
- Bank and credit card connections
- Customer and vendor lists
- Opening balance review
- Bank rules for recurring transactions
- Invoice, bill and expense workflows
- Sales tax settings where they apply
- Initial reports set up
- A walkthrough for you and your team
- Written notes on how your file is organized
How setup works
- 1
Assessment
A short call about your entity, accounts, sales channels and who will use the file.
- 2
Design
Chart of accounts, classes or locations, and the reports you'll want later.
- 3
Configure
Company settings, sales tax, invoice templates and user access.
- 4
Connect
Bank and card feeds, payment apps and bank rules.
- 5
Opening balances
Balances entered and tied to statements so the file starts accurate.
- 6
Training
A walkthrough of the tasks you'll do and the ones we'll handle.
Setup prices
Why the chart of accounts matters
The chart of accounts is the list of categories every transaction goes into. Built carelessly, it either lumps everything into a few vague accounts or sprawls into hundreds nobody uses. Either way, your reports are hard to read and your tax preparer has to re-sort the year.
We design yours around your entity and the lines of your tax return, with only the detail you will actually use, so the books answer the questions you care about and year-end is a handoff.
Start with a file you can trust
Tell us where you're starting from and we'll recommend the right setup.
Set up QuickBooks the right way
A few details help us come back with the right package or a written cleanup quote. There is no cost and no obligation.
- Reply within one business day
- Fee confirmed in writing before any work
- CPA-led, QuickBooks ProAdvisor certified team
Please don’t send bank passwords, SSNs or statements through this form. Once you’re a client, documents go through our secure client portal.
Bookkeeping questions
Bookkeeping reports are management reports for running the business and preparing tax returns. They are not audited, reviewed or compiled financial statements; those are separate engagements.