QuickBooks Setup & Training
Get QuickBooks set up right from the start. We handle configuration and train you to use it confidently on your own.
What This Is
QuickBooks is powerful accounting software, but it only works well when it’s configured for your specific business. Default settings create generic setups that don’t match how you actually operate. A landscaper needs different accounts than a medical practice. A contractor needs job tracking that a retail store doesn’t.
This service gets your QuickBooks file built correctly from the beginning. We configure the chart of accounts for your industry, connect your bank and credit card feeds, set up the reports you’ll actually use, and train you to handle the day-to-day tasks yourself.
The Setup Work
The Setup Work
Chart of accounts customized for your business type. Bank and credit card accounts connected with proper feed settings. Invoice templates, payment methods, and customer and vendor profiles configured. Classes or locations added if you need to track multiple profit centers or job types.
The Training
The Training
How to record transactions and categorize them correctly. Running the reports that matter for your business. Handling common situations like refunds, deposits, and corrections. Enough hands-on practice that you feel confident doing it on your own between sessions.
Why This Matters
Most business owners either skip setup entirely or click through the wizard without understanding what they’re choosing. The software creates a default file that looks fine until you try to run a report and realize half your expenses are sitting in Uncategorized. Or your Profit and Loss shows numbers that don’t match reality because transactions got recorded twice when the bank feed imported them.
The longer these problems go unfixed, the worse they get. Transactions pile up in the wrong categories. You stop trusting the numbers. Eventually you’re either paying someone to clean up months of messy books or ignoring QuickBooks entirely and managing your business finances from your bank statement.
The Uncategorized Pile
The Uncategorized Pile
Bank feeds import transactions automatically, but QuickBooks doesn’t know where to put them without proper rules. Everything lands in a catch-all category. By the time you notice, there are hundreds of transactions to sort through manually. What should take five minutes becomes a full afternoon project.
The Learning Curve
The Learning Curve
You meant to watch tutorials and figure it out. But running the business takes priority. Months pass. The file becomes a mess you’re afraid to touch because you might make it worse. Now cleanup costs more than setup would have in the first place.
What Changes
QuickBooks becomes a tool you actually use instead of software you avoid opening. Bank feeds import cleanly into the right categories. Reports show meaningful numbers you can make decisions from. You know how to invoice a customer, record a payment, or check if an expense has been categorized correctly.
When tax time comes, your accountant gets a clean file instead of a mess to untangle. When you want to know if you’re profitable, the Profit and Loss report gives you a real answer. The software works for you instead of creating extra work that never gets done.
Clean Data From the Start
Clean Data From the Start
Every transaction goes to the right place. Reports make sense. Your accountant or bookkeeper can work with your file without spending hours fixing categorization errors first. Monthly bookkeeping takes less time because the foundation is solid.
Confidence to Use It
Confidence to Use It
You know what you’re doing. Recording a transaction isn’t stressful. Running a report isn’t confusing. QuickBooks becomes part of your routine instead of something you dread. When something unfamiliar comes up, you have someone to call who already knows your setup.
Metro Detroit's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and your current bookkeeping situation. We'll listen, answer your questions, and give you a clear quote.
