QuickBooks Setup & 1-on-1 Training

Get your software set up correctly from day one—and learn how to run it with confidence.

Starting fresh with QuickBooks Online? Setting up your accounting system correctly prevents expensive errors down the road. We handle the technical setup and provide tailored 1-on-1 training so you and your team can manage daily tasks stress-free.

Custom QuickBooks Setup Includes

• Software Selection & Discount: Guidance on picking the right QuickBooks Online subscription (plus access to our ProAdvisor discounts).
• Chart of Accounts Design: Customized account structures tailored specifically to your industry.
• Bank & Merchant Connection: Securely linking bank feeds, credit cards, Stripe, PayPal, or Square.
• Opening Balances & Historical Data: Entering accurate starting balances and importing customer/vendor lists.
• Invoicing & Payment Templates: Customizing professional branded invoices and automated payment reminders.

Personalized 1-on-1 Training

Skip generic video tutorials. We walk you through your actual QuickBooks account and teach you only what you need to know:

• How to create and send invoices properly.
• How to record expenses and upload receipts on mobile.
• How to connect and categorize daily bank feed transactions.
• How to run basic Profit & Loss reports to track profitability.

Master Your QuickBooks Today

Get a custom-built setup and 1-on-1 coaching from a Certified ProAdvisor.