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

Full implementation

Essential setup
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
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.