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

Premium Implementation

This is the best option for ambitious business owners who want a huge head start with time-saving features, customized reports and a monthly checklist. This is for you if you want to maximize your time savings and get better insight to build a successful and profitable 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 setup tasks for you so you can focus on your business. Your cloud accounting system will be prepared for you to begin sending invoices and receipts as well as recording and classifying expenses.

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 that fits their organization. This is best for business owners on a tight budget and who are comfortable setting up opening balances and other components.


Discovery meeting to discuss and assess needs

Set up your QBO subscription

Configure settings, users and payment methods

Design and set up chart of accounts

Set up classes, locations and restricted purposes

Connect bank feeds

Set up customers and vendors

Set up customer projects

Set up sales tax jurisdictions

Set up products, services and inventory items

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

Customize invoices, sales receipts and estimates

Set up recurring transactions

Set up to receive online payments

Enter budgets to enable more meaningful and actionable reports

Create and customize reports

Create and customize accounting process checklist

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

Premium package

Full Package

Essential PACKAGE

We can further customize packages to meet your specific business needs.

Ready to get started?