QuickBooks Setup and Customization

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QuickBooks Setup & Customization

Get your QuickBooks configured the right way the first time

As a Certified QuickBooks ProAdvisor and Public Finance Accountant, we specialize in precise, industry-specific QuickBooks setups for small & medium business owners, accounting firms, and nonprofits in the USA & Canada.

What this service includes:

Creation of a new company file — structured around your industry and business size.

Chart of Accounts — customized for your business type (retail, services, nonprofit, etc.)

Bank & credit card Feeds setup — automatic syncing for daily transaction imports.

Custom templates — branded invoices, estimates, receipts, and purchase orders.

Multi-user access setup — roles and permissions for your team.

Integration with apps — connect payment processors, POS, or CRM tools.

Personalized onboarding walk-through — we guide you through your system setup.

Why it matters:

Setting up QuickBooks correctly ensures your financial data stays accurate and easy to interpret. Misconfigured accounts can cause reporting errors, incorrect tax filings, and wasted time during audits. We make sure your QuickBooks is not just working — but working for you.

Benefits of a professional QuickBooks setup:

Accurate reports — see real profits and expenses at a glance.

Faster bookkeeping — automation reduces manual data entry.

Automated workflows through integrations— connect apps like Shopify, Bill.com, and TSheets to trigger actions instantly.

Fewer errors — prevent double entries and reconciliation issues.

Peace of mind — focus on running your business, not fixing books.

QuickBooks Setup & Customization Plans

Get your QuickBooks fully tailored to your business — from customer and vendor setup to advanced reporting and project tracking.

Select a package that fits your workflow and start managing your books smarter.

Essentials Package

QuickBooks Essentials setup for small businesses & freelancers

$100

/One Time

Complete setup of QuickBooks Essentials

Chart of Accounts

Customers & vendors setup for seamless transactions

Products & services items organized for accurate invoicing & reporting

Expense & income categorization

Sales channel & bank connection

Sales Tax Setup

Custom-Branded Invoice Template with Your Company Logo

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Plus Package

Advanced QuickBooks setup for growing businesses

$150

/One Time

Everything in Essentials Package

Complete setup of QuickBooks Plus

Purchase Order setup and customization to track inventory movement and vendor orders

Inventory management setup

Advanced account categorization

Custom budgeting & forecasting setup

Enhanced invoice & sales form design

Automated workflows configuration

Customize reports tailored to business needs

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Advance Package

Full QuickBooks customization with advanced reporting & automation

$250

/One Time

Everything in Plus Package

Complete setup of QuickBooks Advance Plan Subscription

Classes & Locations setup

Projects & job costing configuration

Advanced report & dashboard customization

Data integrations (Excel, 3rd-party apps)

Workflow automation & approvals

Post-setup review & optimization

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Before You Purchase!

We work closely with a limited number of clients to ensure top-quality service. Please book a meeting with ProAdvisor before purchasing — we’ll review your needs and tailor the setup to your business.

🛡️Our Satisfaction Guarantee & Ongoing Support

Your success in QuickBooks is our priority.
We stand behind our work with a 100% satisfaction guarantee — if something isn’t set up correctly or as promised, we’ll fix it at no additional cost.

After setup, you’ll also have access to:

Email support for setup-related queries

Screen-sharing assistance for troubleshooting

Optional monthly bookkeeping to keep your books accurate year-round

We’re not just setting up QuickBooks — we’re setting you up for success.

How Our QuickBooks Setup Process Works

We make getting started with QuickBooks simple and stress-free. Here’s what happens after you book your session:

Discovery & Consultation

We start with a short consultation to understand your business, accounting needs, and goals. You’ll share details like your business type, number of accounts, and existing records (if any).

QuickBooks Setup & Customization

Based on your business workflow, we’ll configure your QuickBooks file, including the chart of accounts, customers, vendors, products, and key preferences.

Data Import & Reconciliation

We’ll import your previous transactions, balances, and customer/vendor data, ensuring everything matches your actual books.

Review & Walkthrough

Once your setup is complete, we’ll schedule a short walkthrough so you can confidently use QuickBooks for your day-to-day bookkeeping.

Ongoing Support

Need help after setup? We offer ongoing support / training and monthly bookkeeping & reconciliation services to ensure your QuickBooks records remain accurate and up-to-date.

7-Day Support & Guarantee

After your setup is complete, we provide 7 days of dedicated post-setup support — free of charge. During this time, we handle tweaks, answer your questions, and ensure everything works smoothly. If you’re not 100% satisfied, we’ll make it right — guaranteed.

Why Choose Us

We specialize in professional QuickBooks setup and customization for small and growing businesses. As a Certified QuickBooks ProAdvisor, we combine technical expertise with real-world bookkeeping experience to deliver a QuickBooks file that’s accurate, organized, and built for your business goals.

What makes us different

We Are Best Available

With over 15 years of certified QuickBooks ProAdvisor experience, we deliver tailored setups that eliminate manual errors and scale with your business. Unlike generic consultants, we specialize in industry-specific customizations (retail, real estate construction, nonprofits, e-commerce, etc.), ensuring your chart of accounts, items, and reports match your exact workflow from day one.

Priority Always for Clients

Your success is our only metric. We offer dedicated one-on-one support during setup and unlimited email/phone assistance for the first 30 days. Every client gets a personalized QuickBooks health-check report post-implementation and priority scheduling for follow-up tweaks or training sessions.

Number of Sources in Industry

We are trusted by 200+ businesses across the U.S.A. & Canada and hold Intuit Premier Reseller status. Our team includes Certified QuickBooks Proadvisors, Public Finance Accountant, and integration specialists for apps like Shopify, Bill.com, Expensify, and TSheets. This multi-disciplinary expertise means you get one-stop solutions—no juggling multiple vendors.

Bespoke Setup

We don’t use one-size-fits-all templates — every setup is tailored to your industry, workflow, and reporting needs.

Secure Data Handling

You never need to share full login credentials; work is performed through secure accountant access and industry-standard practices.

Fast Turnaround & Clear Communication

Typical setups are completed within 1–3 business days (depending on data volume), with a walkthrough and documentation included.

Guaranteed Satisfaction & Support

We provide 7 days post-setup support and a satisfaction guarantee — if something isn’t right, we’ll fix it at no extra cost.

Ongoing Options

If you prefer ongoing bookkeeping, training, or report customizations, we offer flexible monthly plans and hourly support.

Certified QuickBooks Expertise

Trained and Certified by Intuit as a QuickBooks ProAdvisor — with over 15 years of accounting and training experience.

Result

A QuickBooks system that saves time, improves reporting accuracy, and gives you confidence in your financials.

Testimonial