A one-time QuickBooks Online setup project — chart of accounts, bank feed connections, opening balances, and migration from spreadsheets or another platform — plus initial training so you know how to use your own file. Reviewed by a Certified QuickBooks ProAdvisor and US-licensed CPA.
A lot of QuickBooks problems trace back to how the file was set up in the first place — a chart of accounts copied from a template that doesn't fit the business, bank feeds connected without rules, or opening balances entered incorrectly. Fixing those issues later usually costs more time than building the file correctly from day one. Our QuickBooks setup service is a focused, one-time project to get your company file structured properly before you start relying on it.
Built around how your business actually operates — not a generic industry template — so your reports mean something from the first month.
Every business bank and credit card account connected to QuickBooks Online with categorization rules configured to reduce manual review going forward.
Accurate opening balances entered for every account so your starting point in QuickBooks matches reality, not an estimate.
Historical data migrated from spreadsheets, QuickBooks Desktop, or another accounting platform, with categories mapped into your new chart of accounts.
Payment processors, payroll, and other tools you already use connected to QuickBooks Online so data flows in without duplicate manual entry.
A walkthrough of invoicing, expense entry, and basic reporting so you're comfortable in your own file, even if we handle the bookkeeping afterward.
It's worth being explicit about the distinction: QuickBooks setup is a one-time project that ends once your file is built, migrated, and tested. It is not the same service as the monthly categorization, reconciliation, and reporting that keeps your books current afterward — that ongoing work is our QuickBooks bookkeeping service.
Most clients who come to us for setup move directly into monthly bookkeeping once the file is live, since our team already understands your chart of accounts and business, with every setup reviewed by a Certified QuickBooks ProAdvisor. But the two are priced and scoped separately, and you're never obligated to continue past the setup project if you just needed the file built correctly.
Setup is scoped and priced as a one-time project based on business complexity and how much historical data needs migrating — a flat project rate, get your quote. Ongoing bookkeeping afterward is billed separately at flat monthly rates. Full details are on our pricing page.
Setup is a one-time project: we build your chart of accounts, connect bank feeds, enter opening balances, and migrate historical data if needed. Once your file is live, most clients move into our ongoing QuickBooks bookkeeping service for monthly categorization, reconciliation, and reporting — that's a separate, recurring engagement.
Yes. We regularly migrate businesses from spreadsheets, QuickBooks Desktop, or other accounting platforms into QuickBooks Online, mapping your historical categories to a clean chart of accounts and entering opening balances so your new file starts accurately.
Yes. Setup includes initial training so you or your staff understand how to use QuickBooks day to day — invoicing, expense entry, and running basic reports — even if we're also handling the monthly bookkeeping afterward.
Timeline depends on business complexity and how much historical data needs to be migrated. A straightforward new-company setup is faster than migrating years of transaction history from another platform — we'll give you a specific timeline after an initial review.
Your file is built by our bookkeeping team and the setup is reviewed by Muhammad Abbas, CPA (Washington State) and Certified QuickBooks ProAdvisor, before we hand it back to you or transition you into ongoing bookkeeping.
