QuickBooks Online setup and support

Why setup matters

QuickBooks Online is flexible, which also makes it easy to set up in a way that causes problems later: too many accounts, missing ones, or bank feeds that create duplicates. Getting the foundation right saves time every month.

What’s included

• Initial setup and configuration. Company details, sales settings, and preferences configured for your type of business.
• Chart-of-accounts organization. The chart of accounts is the list of categories your income and expenses are sorted into. I’ll create or tidy it so it’s clear, consistent, and useful for reporting and tax time.
• Help connecting financial accounts. I’ll guide you through connecting your bank and credit-card accounts. You enter your own login details, so your passwords stay private.
• Basic invoicing and reporting workflows. Setting up invoice templates, customers, products and services, and the reports you’ll check most often.
• Guidance for everyday tasks. Practical walk-throughs on sending invoices, recording payments, reviewing transactions, and running reports.

Already using QuickBooks Online?

Support isn’t only for new files. If your existing setup feels confusing or your reports don’t look right, I can review the file and recommend changes. Where the books themselves need significant correction, that work is handled as a cleanup project.

About QuickBooks subscription costs