Account Set-up

$299.00

Custom QuickBooks Online Setup with Curated Chart of Accounts

Get your QuickBooks Online account professionally configured with a curated chart of accounts tailored to your business. Our setup includes importing up to 1,000 lines of invoices, customers, vendors, and other data to ensure your books start clean and organized. We’ll provide a 30-minute follow-up meeting to review your new setup, connect bank feeds, and share quick tips for efficient use.

What’s included

  • Curated chart of accounts customized to your business needs

  • Import of up to 1,000 lines (invoices, customers, vendors, etc.)

  • 30-minute review meeting to walk through the setup, connect bank feeds, and provide best-practice tips

  • Client portal availability for scheduling and communication during the

Custom QuickBooks Online Setup with Curated Chart of Accounts

Get your QuickBooks Online account professionally configured with a curated chart of accounts tailored to your business. Our setup includes importing up to 1,000 lines of invoices, customers, vendors, and other data to ensure your books start clean and organized. We’ll provide a 30-minute follow-up meeting to review your new setup, connect bank feeds, and share quick tips for efficient use.

What’s included

  • Curated chart of accounts customized to your business needs

  • Import of up to 1,000 lines (invoices, customers, vendors, etc.)

  • 30-minute review meeting to walk through the setup, connect bank feeds, and provide best-practice tips

  • Client portal availability for scheduling and communication during the