QuickBooks Online Setup & Training
QuickBooks configured correctly from the start. Training so you can use it. Help when you get stuck.
The Setup Problem
QuickBooks Online is easy to start. You sign up, connect your bank, and start entering transactions. It feels like progress. Then six months later you realize your chart of accounts is a mess, your categories don’t match your tax return, and your reports don’t tell you anything useful.
The software works fine. The problem is how it was configured. And by the time you notice, you’re either starting over or living with a system that doesn’t help you.
The Generic Template
The Generic Template
QuickBooks suggests a default chart of accounts when you sign up. It’s built for no one in particular. A contractor and a daycare and a trucking company all get the same starting point. That doesn’t work.
The Hidden Mess
The Hidden Mess
Bad setup doesn’t show itself right away. Everything seems to work. The problems surface later when your CPA asks why your books don’t match your tax categories or when you can’t figure out why your numbers don’t make sense.
What We Do
We set up QuickBooks Online the right way from the start. Chart of accounts built for your industry and how your CPA needs to see things at tax time. Bank and credit card feeds connected and working. Invoice templates if you bill customers. Everything configured before you start using it.
Then we train you. Not a generic walkthrough of every feature. Just what you need to know to record transactions, run reports, and not break anything. Enough to be confident, not overwhelmed.
Setup
Setup
Chart of accounts, bank connections, customer and vendor lists, invoice templates, sales tax if applicable. Built for your specific business, not a generic template.
Training
Training
How to enter transactions, send invoices, reconcile accounts, run the reports that matter. Hands-on, not a lecture. You’ll know how to use it when we’re done.
Already Have QuickBooks?
Maybe you set it up yourself and it’s gotten messy. Maybe a previous bookkeeper left it in a state. Maybe it mostly works but something’s off and you can’t figure out what. We clean up existing files all the time.
We’ll look at what you have, fix what’s broken, merge duplicate accounts, recategorize what’s wrong, and get your file working the way it should. And if you have questions afterward, you can call.
Cleanup
Cleanup
Audit the file, fix errors, reorganize the chart of accounts, straighten out whatever happened. You end up with books that make sense.
Ongoing Help
Ongoing Help
Stuck on something? Not sure how to record a transaction? We’re a phone call away. Same-day answers from someone who knows your file.
Northwest Ohio’s Trusted Bookkeeping Partner
The Next Step:
A 15-Minute Discovery Call
Let's talk about your current bookkeeping situation. We'll assess your needs, outline a plan of action, and give you a clear quote.
