This service is designed to build a clean, reliable QuickBooks Online system from the ground up so your financial data is organized, accurate, and ready to support your business decisions. We configure your account using best practices, align your Chart of Accounts to your business model, and ensure your core tools and connections are set up correctly from day one.
All set-up packages include a dedicated two hour training session with time built in for live questions, walkthroughs, and workflow guidance, followed by a customized monthly checklist and clear next steps so you know exactly how to maintain your books moving forward.
What is included
→ QuickBooks Online company and settings configuration
→ Industry based, easy to follow Chart of Accounts
→ Bank and credit card connection guidance
→ Invoicing and sales receipt setup
→ QuickBooks Payments configuration
→ Customer and vendor list setup
→ Basic sales tax setup if applicable
→ Core reporting structure
→ Two hour live training session with Q&A
What is not included
→ QuickBooks Bill Pay
→ Payroll setup or connection
→ Highly customized Chart of Accounts
→ Point of sale systems or third party app integrations
→ External payroll platforms
→ Historical cleanup or catch-up bookkeeping
What is included
→ Everything in Setup Essentials
→ QuickBooks Bill Pay setup
→ QuickBooks Payroll setup and connection if applicable
→ More customized Chart of Accounts based on your revenue streams and expense structure
→ Product and service item setup
→ Recurring transactions and automation rules
→ Enhanced reporting categories and tracking
→ Two hour live training session with Q&A
What is not included
→ External payroll providers
→ Point of sale systems
→ Third party app integrations outside of QuickBooks native tools
→ Complex inventory systems
→ Historical cleanup or prior period reconciliation
What is included
→ Everything in Setup Plus
→ Connection and mapping of up to two external platforms such as third party payroll or point of sale systems
→ Chart of Accounts structured to support external system integrations
→ Payroll, POS, and fee mapping
→ Testing and validation of data flow
→ Integration workflow documentation
→ Two hour live training session with Q&A
What is not included
→ More than two external system integrations without an additional fee
→ Custom API development
→ Ongoing monthly bookkeeping or reconciliation
→ Cleanup of historical data from previously misconfigured integrations
This service is designed to build a clean, reliable QuickBooks Online system from the ground up so your financial data is organized, accurate, and ready to support your business decisions. We configure your account using best practices, align your Chart of Accounts to your business model, and ensure your core tools and connections are set up correctly from day one.
All set-up packages include a dedicated two hour training session with time built in for live questions, walkthroughs, and workflow guidance, followed by a customized monthly checklist and clear next steps so you know exactly how to maintain your books moving forward.
What is included
→ QuickBooks Online company and settings configuration
→ Industry based, easy to follow Chart of Accounts
→ Bank and credit card connection guidance
→ Invoicing and sales receipt setup
→ QuickBooks Payments configuration
→ Customer and vendor list setup
→ Basic sales tax setup if applicable
→ Core reporting structure
→ Two hour live training session with Q&A
What is not included
→ QuickBooks Bill Pay
→ Payroll setup or connection
→ Highly customized Chart of Accounts
→ Point of sale systems or third party app integrations
→ External payroll platforms
→ Historical cleanup or catch-up bookkeeping
What is included
→ Everything in Setup Essentials
→ QuickBooks Bill Pay setup
→ QuickBooks Payroll setup and connection if applicable
→ More customized Chart of Accounts based on your revenue streams and expense structure
→ Product and service item setup
→ Recurring transactions and automation rules
→ Enhanced reporting categories and tracking
→ Two hour live training session with Q&A
What is not included
→ External payroll providers
→ Point of sale systems
→ Third party app integrations outside of QuickBooks native tools
→ Complex inventory systems
→ Historical cleanup or prior period reconciliation
What is included
→ Everything in Setup Plus
→ Connection and mapping of up to two external platforms such as third party payroll or point of sale systems
→ Chart of Accounts structured to support external system integrations
→ Payroll, POS, and fee mapping
→ Testing and validation of data flow
→ Integration workflow documentation
→ Two hour live training session with Q&A
What is not included
→ More than two external system integrations without an additional fee
→ Custom API development
→ Ongoing monthly bookkeeping or reconciliation
→ Cleanup of historical data from previously misconfigured integrations
