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
Estimate for on-going services provided after 30 minute follow-up meeting unless bank feeds are established prior.
Client portal availability for scheduling and communication during the process.
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
Estimate for on-going services provided after 30 minute follow-up meeting unless bank feeds are established prior.
Client portal availability for scheduling and communication during the process.
