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QuickBooks Online Setup

Setting up QuickBooks Online (QBO) can be a time-consuming and frustrating process, especially if you're new to the software. Let us take the burden off your shoulders and help you get set up correctly for your business needs. 

Your options at a glance




For seasoned business owners switching over to QuickBooks from a different bookkeeping software. Get set up efficiently with no delay.

For newer business owners without a lot of Accounts Payable & Accounts Receivable that needs to be allocated.

For business owners who are just starting out and don't have opening balances. Get QuickBooks set up properly from the start.

Basic Chart of Accounts

Tax Module Setup


4 Hours

3 Hours

2 Hours

Support Time

4 Hours

3 Hours

2 Hours

Support Period

90 Days

60 Days

30 Days

Additional Accounts Based on Industry

Basic Bank Rules Setup & Tested

Opening Balances from Prior Year Trial Balance Entered

Prior Period Tax Amounts Setup

Accounts Payable Details Entered

Accounts Receivable Details Entered

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