Quickbooks Online Set Up and Training

Are you ready to use Quickbooks Online, but don’t know where to start and the thought of creating a mess is keeping you from taking action?

We know that taking on new software when you’re already a busy business owner can seem overwhelming. That’s exactly why we created the QBO Set up & Advisory package. In this package, we customize your Chart of Accounts, which is the heart of your bookkeeping and reporting, we set up the software for you to ensure that all of the right features are turned on and all the features you don’t need turned off, we do customized training to meet you where you are. So if you already have some Quickbooks experience, we don’t waste time with the basics, we jump right into what you need to know.

The best part? We record the trainings and provide them to you so you can reference the training at any time. This service starts at $499 for a standard set up.

This is perfect for:

  • DIYers who want to make sure they’re starting on the right foot
  • People who have been using Quickbooks Online for a while but aren’t sure if they’re doing it right or have reached a point where they need more help
  • Someone who wants to integrate their CRMs and payment processors but wants someone to help them through that process and understand how it all works together

What is included:

  • QBO Set up and customization
  • Chart of Accounts specific to your industry and business needs
  • Bank and Credit Card Initial Setup for multiple accounts
  • Two Hours of QBO Training, recorded for your continued reference

This link will take you to our secure client portal where you can register for this service!

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