QuickBooks Online Setup & Training
We set up QuickBooks Online correctly for your business and train you to use it properly. We configure your chart of accounts, connect your bank feeds, and walk you through day-to-day use.
What This Is
You want to do your own bookkeeping but you want to start it right. QuickBooks Online is powerful software, but it only works well if it’s configured correctly for your business. Most owners sign up, click through the default setup, and end up with a chart of accounts that doesn’t match their business and bank feeds that import transactions in ways that create more work than they save.
This service gets your QuickBooks Online account set up properly from the start. We configure everything to fit the way your business actually operates, connect your bank and credit card feeds so transactions flow in correctly, and then train you to use it. You leave knowing how to categorize transactions, reconcile accounts, and run the reports you need to see how the business is doing.
The Setup Work
The Setup Work
We build a chart of accounts that fits your business and matches how a CPA will want to see your books at tax time. We connect your bank accounts and credit cards so transactions import automatically. We configure your settings, preferences, and categories so the system works the way your business runs.
The Training
The Training
Hands-on training on how to use QuickBooks Online day to day. How to categorize transactions properly. How to handle transfers between accounts. How to reconcile your bank and credit card accounts each month. How to run a profit and loss statement and balance sheet. Enough that you can manage your books confidently on your own.
Why This Matters
QuickBooks Online makes it easy to sign up and start using the software. What it doesn’t do is make sure you’re using it correctly. The default chart of accounts is generic. The bank feed rules need to be set up to categorize transactions properly. The settings have options that matter but aren’t explained well. Skip any of this and you end up with books that technically have numbers in them but don’t tell you anything useful.
The other problem is the learning curve. Owners start entering transactions but aren’t sure if they’re doing it right. They click around looking for reports and aren’t sure what they’re reading. They reconcile accounts but don’t really understand what reconciliation means. Eventually the books drift into a state that will need cleanup before they’re useful to anyone.
Configuration Problems
Configuration Problems
A chart of accounts with fifty categories you’ll never use and missing the ones you need. Bank feeds that import transactions into the wrong accounts. Duplicate entries because you recorded something manually and it also came through the feed. These problems compound over months until the books are a mess.
The Guesswork
The Guesswork
Is this a business expense or a personal one? Should this go under supplies or equipment? How do I record a reimbursement? Without training, every transaction becomes a small decision you’re not quite sure about. That uncertainty adds up and makes bookkeeping take longer than it should.
What Changes
Your QuickBooks Online account is configured correctly for your business from day one. The chart of accounts makes sense for what you do. Your bank and credit card feeds import transactions into the right places. The settings match how you operate. When you sit down to do your bookkeeping, the system works with you instead of creating extra work.
More importantly, you know how to use it. You understand how to categorize transactions, how to reconcile accounts at the end of the month, and how to pull reports that show you where the business stands. When tax time comes, your books are clean and organized the way your accountant needs them.
Confidence in Your Books
Confidence in Your Books
You’re not guessing anymore. You know the transactions are categorized correctly because you understand how the categories work. You know your bank balance matches QuickBooks because you learned how to reconcile properly. The numbers in your reports actually mean something because the books were set up right.
Support When You Need It
Support When You Need It
Setup includes follow-up support as you get comfortable with the system. Questions about how to handle a transaction you haven’t seen before or how to pull a specific report. You’re not searching help articles or calling a generic support line. You have someone who knows your setup and can give you a direct answer.
New England's CPA-Led Bookkeeping Partner
The Next Step:
A Quick Conversation
We'll listen, ask a few questions, and show you exactly how we can help.