QuickBooks Online Setup & Chart of Accounts

$350.00

Starting fresh with QuickBooks Online? Setting up your accounting system the right way is critical for maintaining accurate financial records and ensuring smooth bookkeeping down the road.

We handle the entire setup process so you can start managing your finances efficiently and with confidence. There’s a one-time fee for business setup in QuickBooks Online and creation of chart of accounts. Once completed, the account will be turned over to the business for ongoing entry.

Services Included:

  • QuickBooks Online account creation - setting up a new QuickBooks Online account or optimizing an existing one.

  • Chart of accounts setup - customizing your financial categories to accurately track income, expenses, and assets

  • Bank & credit card integration - connecting accounts for automatic transaction syncing and easier reconciliation.

  • Invoice & payment setup - configuring invoicing templates, payment options, and client tracking.

  • Expense tracking & categorization - establishing proper classifications for business expenses to streamline reporting.

  • User permissions & security settings - ensuring your financial data remains secure with proper role-based access.

  • Automated financial reports - setting up profit & loss statements, balance sheets, and cash flow reports for easy financial insights.

  • QuickBooks training & walkthrough - providing a hands-on session to ensure you understand how to navigate and use QuickBooks Online effectively.

Starting fresh with QuickBooks Online? Setting up your accounting system the right way is critical for maintaining accurate financial records and ensuring smooth bookkeeping down the road.

We handle the entire setup process so you can start managing your finances efficiently and with confidence. There’s a one-time fee for business setup in QuickBooks Online and creation of chart of accounts. Once completed, the account will be turned over to the business for ongoing entry.

Services Included:

  • QuickBooks Online account creation - setting up a new QuickBooks Online account or optimizing an existing one.

  • Chart of accounts setup - customizing your financial categories to accurately track income, expenses, and assets

  • Bank & credit card integration - connecting accounts for automatic transaction syncing and easier reconciliation.

  • Invoice & payment setup - configuring invoicing templates, payment options, and client tracking.

  • Expense tracking & categorization - establishing proper classifications for business expenses to streamline reporting.

  • User permissions & security settings - ensuring your financial data remains secure with proper role-based access.

  • Automated financial reports - setting up profit & loss statements, balance sheets, and cash flow reports for easy financial insights.

  • QuickBooks training & walkthrough - providing a hands-on session to ensure you understand how to navigate and use QuickBooks Online effectively.

One flat rate for a seamless setup

Our QuickBooks Online service is available for a one-time flat rate, ensuring you get a fully customized, properly structured accounting system without any ongoing costs other than the monthly QuickBooks Online subscription. We handle all of the technical setup so you can focus on running your business with confidence.

Not sure if QuickBooks Online is the right fit? Let’s discuss your bookkeeping needs and find the best solution for you.