Set up right the first time — by someone certified in it.
QuickBooks is powerful, and a bad setup quietly poisons every report you'll ever run. Certified in QuickBooks Online, I set up your file the way a bookkeeper needs it to be: a chart of accounts built for your business, bank feeds connected, rules automating routine items, and a walkthrough so you leave confident.
A short conversation about how money moves in your business — what you sell, who you pay, what you want to see monthly.
I create and configure the file, connect feeds, and load opening balances so day one is accurate.
We walk through your live file together: sending an invoice, snapping a receipt, reading your P&L. You leave competent, not overwhelmed.
Usually simpler than what Intuit promotes. Part of setup is picking the right tier and ProAdvisor discount.
Often, yes — that's cleanup work. Sometimes starting a fresh file is cheaper than repairing an old one; the Health Check tells us which.
You'll be equipped either way. Some owners run their own books after setup; many prefer to delegate data entry.