QuickBooks Setup & Training

Set It Up Right. Learn to Use It Confidently.

QuickBooks can be a powerful tool when set up correctly. We help you configure your QuickBooks system and understand how to use it to manage your business finances.

Includes:

• Account setup (cleanup not included — see below)

• Custom chart of accounts

• Connecting bank and payment accounts

• Creating invoices, tracking expenses, and running reports

• Personalized training sessions with follow-up support

• Video walkthroughs (Zoom or Loom) for future reference

Important Note: Cleanup of existing QuickBooks accounts is not included in this service and is offered as a separate add-on. If your books need to be cleaned up or reorganized, we’re happy to provide a quote after a quick review of your file.

Who This Is For: New users, DIY business owners, or anyone switching from manual spreadsheets to QuickBooks.

What You Get: A fully functional bookkeeping system and the confidence to use it daily for smarter business decisions.