QuickBooks Setup and Training

We will setup your QuickBooks® Online or Desktop account with everything you need in order to start tracking your revenue and expenses.

Company Profile

Chart of Accounts -

We will setup industry specific expense and cost of goods sold categories.

Accounts Payable Vendors -

Import all vendor information including: company name, address, phone number and 1099 tracking if applicable.

Accounts Receivable Customers -

Import all customer information including: company/client name, address and phone number. We will also work with you to setup job specific reporting structure if you have repeat clients.

Bank and Credit Card feeds -

To ensure all revenue and expenses are accounted for.

Conversion from QuickBooks® Desktop to QuickBooks® Online – We will export all of your data and import into QuickBooks® Online. Features included with QBO subscription:

  • Automatically schedule and send invoices
  • Automatically download bank transactions
  • Work from any device, anytime
  • Instant file access for accountants
  • Automatic data-encrypted back-ups
  • Connect to 300+ cloud-based apps for easier tracking
  • Access for up to 5 users
  • Cloud access (hosting)
  • Access to latest product and features updates