Setting up QuickBooks properly is essential for accurate financial tracking. We help you configure your QuickBooks file with the right chart of accounts, settings, automation rules, and workflows so you can manage your finances confidently from day one. Whether you're switching from spreadsheets or starting fresh, we ensure your setup aligns with your business needs and future growth.
Disclaimer
QBP Advisors is an independent accounting firm. We are not affiliated with or endorsed by Intuit Inc., the maker of QuickBooks®. QuickBooks and Intuit are registered trademarks of Intuit Inc.
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01. Business Assessment & Requirement Gathering We begin by understanding your business type, industry, revenue structure, and necessary reporting requirements. |
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02. Chart of Accounts Configuration We build or refine a customized chart of accounts tailored to your industry and financial workflow. |
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03. Company File Setup & Customization We set up your company profile, fiscal year, tax preferences, user permissions, and feature settings based on your requirements. |
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04. Banking & Integrations Setup Your bank accounts, payment processors, and financial tools are connected securely for automated data flow. |
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05. Workflow & Automation Configuration We configure invoicing, expenses, recurring transactions, classes, locations, and other QuickBooks features to match your operations. |
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06. Review & Training Walkthrough Once the setup is complete, we walk you through your QuickBooks file so you understand how everything is organized and how to use it efficiently. |
01.
Complete QuickBooks file setup (Online or Desktop)
02.
Customized chart of accounts
03.
Company profile and tax preference configuration
04.
User roles and permission setup
05.
Banking and payment gateway connections
06.
Invoicing, payments, and expense configurations
07.
Class and location tracking setup (if required)
08.
Recurring invoice and automation setup
Our accounting services are tailored around QuickBooks Online and Desktop platforms to fit your business needs and growth stage.
1 (888) 849-2341
Every business is unique - so are its bookkeeping needs. We serve clients across a range of industries, including:
Step 1
Free consultation to understand your business and requirements
Step 2
Review of existing systems (if migrating from spreadsheets or apps)
Step 3
QuickBooks setup plan tailored to your operations
Step 4
Complete configuration done by certified professionals
Step 5
Training session to help you get comfortable
Step 6
Ongoing communication via email, call, or portal
Step 7
Delivery of finalized setup with documentation
Step 8
Transparent pricing based on business size and complexity