QuickBooks Online

Managing your business finances doesn't have to be overwhelming. With QuickBooks, you get an all-in-one solution to streamline bookkeeping, track expenses, send professional invoices, and stay tax-ready year-round. Whether you're a small business owner, freelancer, or growing enterprise, QuickBooks offers the tools you need to take control of your finances—anytime, anywhere. Our team specializes in QuickBooks setup, training, and ongoing support, so you can focus on running your business while we handle the numbers. Let us help you make smarter financial decisions with QuickBooks

QuickBooks Online Training

 

  • Customized Training Plans – We tailor each session to your business type, size, and industry needs.

  • One-on-One or Team Sessions – Available in-person or via Zoom, for individuals or entire finance teams.

  • Dashboard Navigation & Setup – Learn how to set up your QBO account, chart of accounts, users, and preferences.

  • Invoicing & Payments – Create and send professional invoices, set up recurring payments, and track customer balances.

  • Expense Tracking & Bank Feeds – Connect bank accounts, categorize transactions, and manage receipts efficiently.

  • Product & Service Management – Learn how to manage inventory, track sales, and set pricing for products/services.

  • Payroll & Contractor Payments – Set up payroll, manage employee hours, and issue 1099s for contractors.

  • Month-End & Year-End Procedures – Learn how to reconcile accounts, close periods, and prepare for tax season.

  • Reports & Insights – Run profit and loss statements, balance sheets, and custom reports to support decision-making.

  • Troubleshooting & Ongoing Support – Get real-time help resolving errors or cleaning up past transactions.

  • Training Materials & Resources – We provide guides, cheat sheets, and recordings (if virtual) for future reference.


 

QuickBooks Setup 

 

  • Account Creation & Plan Selection – We help you choose the right QBO plan and set up your account correctly from day one.

  • Company Profile Setup – Enter and configure essential business information, tax settings, and preferences.

  • Chart of Accounts Customization – Create or tailor your chart of accounts to reflect your specific business operations.

  • Bank & Credit Card Integration – Connect all relevant financial accounts for automatic transaction syncing.

  • Customer, Vendor & Product Lists – Import and organize your existing contacts, products, and services.

  • Invoice & Estimate Template Customization – Design branded, professional templates for invoicing and estimates.

  • Sales Tax Configuration – Set up automated sales tax based on location, products/services, and tax rules.

  • Payroll Setup (if applicable) – Configure payroll settings, employee info, and tax filings through QBO or integrations.

  • Payment Processing Integration – Set up QuickBooks Payments or third-party processors (e.g., Stripe, PayPal).

  • Data Migration from Other Systems – Migrate existing data from Excel, QuickBooks Desktop, or other platforms.

  • Opening Balances & Historical Data Entry – Enter prior balances and financial history for accurate reporting.

  • Initial Testing & Reconciliation – We verify your setup is accurate with test entries and bank reconciliations.

  • Setup Review & Best Practices Walkthrough – We walk you through your live system so you understand how it all works.