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QuickBooks Online setup and training
A QuickBooks file built correctly from day one by a Certified QuickBooks ProAdvisor, set up for how your business actually works.
What's included
- New QuickBooks Online company setup
- Chart of accounts built for your industry
- Bank and credit card feeds connected
- Bank rules to automate categorization
- Products, services and sales tax settings
- Invoice and estimate templates with your logo
- Job costing setup for contractors
- Migration from QuickBooks Desktop
- One-on-one training on the tasks you'll do
Pricing
Fixed project quote
One price for setup and training, based on your business and whether data is being migrated.
See all pricing →Who it's for
New businesses starting QuickBooks for the first time, owners switching from QuickBooks Desktop or spreadsheets, and anyone whose current file was set up in a hurry and never worked quite right.
How it works
- Discovery
We talk through how you sell, bill, pay and track jobs.
- Build
Your QuickBooks file is configured, connected and tested.
- Train
A walkthrough of everything you'll handle yourself, recorded if you like.
QuickBooks Setup questions
Are you a certified QuickBooks ProAdvisor?
Yes. Lindsey is a QuickBooks Certified ProAdvisor.
Can you move us from QuickBooks Desktop to Online?
Yes, including review of the converted data to make sure balances carried over correctly.
Can you set up job costing?
Yes. Contractors can track income and costs by job or project to see which jobs are profitable.
QuickBooks Setup for businesses in Greeley · Fort Collins · Grand Junction · Eagle · Salt Lake City and anywhere in Colorado and Utah.
Other services
Monthly Bookkeeping
Transactions categorized, accounts reconciled and a clear profit & loss in your inbox every month.
Learn more →Quoted per pay schedulePayroll
Paychecks, direct deposit, payroll tax filings, W-2s and 1099s, done on time.
Learn more →Quoted after consultationTax Preparation
Business and personal returns prepared from books that already tie out.
Learn more →Fixed project quoteCatch-Up & Cleanup
Months or years behind, or a messy QuickBooks file? Get current and accurate.
Learn more →Industry focusBookkeeping for Contractors
Job costing, sub 1099s, materials sales tax and cash flow for plumbers, electricians, HVAC and builders.
Learn more →Get your books off your plate.
Book a free 20-minute consultation. Lindsey will look at where your books stand and give you a clear quote.