Cloud Accounting Setup for QuickBooks® Online

We’ll help you set up a customized QuickBooks® Online system tailored to your business needs. A great foundation helps everything run more smoothly.

Your Options for
Cloud Accounting Setup

This is the best option for ambitious business owners who want a huge head start with time-saving features, customized reports and one-on-one training. This is for you if you want to maximize your time savings and get better insight to build a successful and profitable business.

Premium Implementation

This is the best option for ambitious business owners who want a huge head start with time-saving features, customized reports and one-on-one training. This is for you if you want to maximize your time savings and get better insight to build a successful and profitable business.
This is our most popular option. It’s for business owners who want to get set up more quickly without having to invest as much of their
own time. We do all of the standard setup tasks for you so you can focus on your business.

Full implementation

This is our most popular option. It’s for business owners who want to get set up more quickly without having to invest as much of their own time. We do all of the standard setup tasks for you so you can focus on your business.
This option is for business owners who simply want to set
up the basics of their cloud accounting system, including a
custom chart of accounts to fit their company. This is best for business owners on a tight budget.

Essential setup

This option is for business owners who simply want to set up the basics of their cloud accounting system, including a custom chart of accounts to fit their company. This is best for business owners on a tight budget.


Planning meeting to determine specific needs

Set up your QuickBooks® Online subscription

Configure settings, users and permissions

Design and set up chart of accounts

Connect bank feeds

Set up account balances (excl detail for A/R, A/P and inventory)

Set up customers/clients and vendors

Set up client projects

Set up products, services and inventory items

Set up open A/R invoices and A/P bills

Set up detail for inventory on hand

Set up recurring transactions

Set up to receive online payments

Set up budgets

Create and customize reports

One-on-one training: how to enter common transactions

Premium package

Full Package

Essential PACKAGE

sscpa icon Additional Add-Ons

Set up and configure Receipt Bank

Catch up on transactions

Catch up on reconciliations

Premium package

Full Package

Essential PACKAGE

We can customize packages to meet your specific business needs. We can also accommodate beginning-of-year implementations as well as mid-year implementations.

Ready to get started?