QuickBooks File Setup

QuickBooks File Setup

If your business is brand new, you’ve made a great choice to get your accounting software up and running in QuickBooks Online.

This is an important first step for small business success

and we’re cheering you on!

 


 

The QuickBooks File Setup is perfect for the new business that’s ready to kick off the accounting system and processes on the best path!

The QuickBooks File Setup includes:

QuickBooks content inclusion Tick mark QuickBooks Online account activation with 50% off promo price for the first twelve months of subscription

QuickBooks content inclusion Tick mark  Review of current accounting system and processes

QuickBooks content inclusion Tick mark  Setting up company information and settings

QuickBooks content inclusion Tick mark  Connecting bank feeds

QuickBooks content inclusion Tick mark  Designing and setting up Chart of Accounts

QuickBooks content inclusion Tick mark  Prepare a list of all items you sell to your customers. This includes services, inventory and non-inventory parts, other charges, and sales tax

QuickBooks content inclusion Tick mark  Enter beginning balances as of file start date

QuickBooks content inclusion Tick mark  Enter outstanding accounts receivable and accounts payable details as of file start date

QuickBooks content inclusion Tick mark  Employee and payroll setup

QuickBooks content inclusion Tick mark  Sales tax setup

QuickBooks content inclusion Tick mark  Connecting and testing app integrations

QuickBooks content inclusion Tick mark  Determine ongoing accounting needs and support (Payroll, accounts receivable, accounts payable, etc)

QuickBooks content inclusion Tick mark  Unlimited email support during setup and for 30-days post completion

 

The QuickBooks File Setup fee starts at $450.

 

Let’s get things set up right from the get-go so that you can start making smart decisions based on healthy financials. Contact us to schedule your free Discovery Call today!

Ready to take bookkeeping off your to-do list? Our Monthly Bookkeeping Services are ideal for the business that just needs a hand or requires full business management support with their day-to-day financial activities.

Additionally, we offer the following add-on services:

Accounts Payable

Management of vendor bills, and scheduling and posting payments.

Up to 50 transactions per month.

Accounts Receivables

Management of customer invoices as well as overseeing and posting payments.

Up to 100 transactions per month.

Payroll

You submit employee hours and leave the rest up to us!

If you’re ready to have up-to-date books and financials year-round as well as the guidance and tools to make sure your business runs smoothly and cost-effectively, contact us to schedule your free Discovery Call today!

Learn more about the story behind my services here!

Be sure to stop by the Q+A page for answers to frequently asked questions.