QuickBooks Online Setup & Support

What this covers

QuickBooks Online does what it is configured to do. Most files were configured by nobody in particular, which is why owners say their reports tell them nothing.

• New file setup and configuration
• Existing file cleanup and optimisation
• Chart of accounts rebuilt around the business
• Bank feeds, rules and automation configured
• Class, location and project tracking enabled
• Owner and staff training on the parts you touch
• Certified at QuickBooks Online Level 2, Workforce and Enterprise Suite

How it works

1. A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
2. A written scope and a price. Based on your actual transaction volume and account count — not a tier.
3. Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
4. A fixed rhythm. You know what lands, and when.

Common questions about quickbooks online setup & support