QuickBooks Pro$299 project
QuickBooks Setup
QuickBooks Online or Desktop setup, migration, and optimization.
Portfolio overview
Work, markets & outcomes.
A clear view of completed work and the markets it has reached.
Projects
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Leads generated
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Countries served
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Average rating
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Global footprint
Bubble size represents lead volume
Higher lead volume = larger marker
Key Deliverables & Inclusions
QuickBooks Online subscription configuration and company settings
Custom chart of accounts with class and location tracking enabled
Direct bank feed linking with automated bank rule creation
Historical opening balances, accounts receivable, and payables import
1-on-1 live walkthrough and recorded operating runbook
Setup Scopes
QBO Simple Start, Plus, or AdvancedDesktop to Online migrationShopify / Stripe connectorsInventory trackingPayroll setup
How Delivery Works
01
Requirements & Plan
Select the right QBO edition and audit your existing books.
02
Configuration & Rules
Build chart of accounts, set up bank rules, and import contacts.
03
Reconciliation Sign-Off
Reconcile opening balances down to the cent and provide staff training.
Frequently Asked Questions
Can you migrate our data from QuickBooks Desktop?
Yes. We handle Desktop-to-Online migrations without loss of transaction history.
Do you offer ongoing monthly bookkeeping after setup?
Yes. Many clients transition into our monthly bookkeeping retainer after setup.
Need QuickBooks Setup?
Get an instant custom quote online or speak directly with our team to scope your requirements.