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
Standard
Essential
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
STANDARD
Essential
AVAIlABLE Add-Ons
Set up and configure Dext Prepare
Catch up on transactions
Catch up on reconciliations
Premium
STANDARD
Essential
We customize packages to meet your specific business needs. We accommodate beginning-of-year implementations as well as mid-year implementations.