QuickBooks Online Setup for New Businesses


Just getting started with QuickBooks Online? Whether you’re launching a new business or moving from another accounting system, I can help you set up QuickBooks correctly from the beginning.

A proper setup makes a huge difference in how easy QuickBooks is to use and how accurate your financial reports will be.

During a QuickBooks setup, I will:

• create your new QuickBooks Online company file
• build a customized chart of accounts for your business
• configure key financial reports
• enter beginning account balances
• connect your bank feeds
• show you how to use the bank feed workflow correctly

By the end of the process, your QuickBooks will be structured properly and you’ll understand how to manage your bookkeeping moving forward.

This service is perfect for business owners who plan to manage their own bookkeeping but want to start out on the right foot with a professional QuickBooks setup.

A correct QuickBooks setup prevents many of the common bookkeeping problems that lead to costly cleanup work later.

QuickBooks Online setup packages start at $500 and are customized to your business needs.

I provide QuickBooks setup and consulting for small businesses in Port Townsend, Jefferson County, and throughout Washington State.