QuickBooks Set up Done Right

QuickBooks Setup Done Right

Start your business on the right foot with a clean, customized QuickBooks Online setup tailored to your industry and goals.

Avoid Costly Mistakes from Day One

A poor QuickBooks setup creates months of frustration, inaccurate reports, and wasted time. We help you skip the headaches by building a system that works from day one.

Our QuickBooks Setup Includes:

  • Customized chart of accounts for your business type

  • Bank and credit card connections tested & working

  • Vendor and customer profiles created

  • Payroll and sales tax settings (if applicable)

  • Best practices for categories and reports

  • Quick walk-through so you know how to use it confidently

Is QuickBooks Setup Right for You?

  • New businesses starting fresh

  • Business owners moving from spreadsheets to QuickBooks

  • Entrepreneurs switching from another accounting platform

  • Anyone who wants clean books from day one

FAQ’s

Q: Do you set up both QuickBooks Online and Desktop?
A: We specialize in QuickBooks Online but can discuss other needs.
Q: How long does setup take?
A: Most setups are completed in 1–2 weeks depending on complexity.
Q: Will you train me on how to use it?
A: Yes, we’ll walk you through the essentials so you feel confident moving forward.