QuickBooks Online Setup

Start clean with a configuration that matches your business. We build an industry‑appropriate chart of accounts, connect bank feeds, map sales tax, and set simple workflows so month‑end becomes routine.

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What’s Included:

• New company file and tailored chart of accounts
• Bank feed connections and rules
• Opening balances and key list imports
• Sales tax items and products/services setup
• Training handoff or ongoing support

Who It's For:

New businesses or teams switching to QuickBooks Online from spreadsheets or desktop software.

How We Work / Next Steps:

We confirm entity, sales tax, and reporting needs, configure QuickBooks Online, and then walk you through the setup and checklist. Optional ongoing bookkeeping is available.

FAQs:

Can you import historical data?

We bring in opening balances and key lists where practical.

Will you set bank rules?

Yes. Starter rules to speed classification and improve consistency.

How long does setup take?

Typically 1–2 weeks depending on complexity and data readiness.

Do you include sales tax mapping?

Yes. We map items and configure rates; legal/tax advice remains with your CPA.

Will you train our team?

Yes. A concise handoff session is included, with deeper training available.

QuickBooks Online setup - done right from day one.

A clean configuration, connected bank feeds, and documented workflows for smooth month-end.

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