QuickBooks Online Setup for Small Businesses
Starting at $1,500
Starting a new business, or getting your business set up on QuickBooks Online for the first time? Get your QuickBooks Online account set up correctly from the beginning so you can better understand your business finances, reduce bookkeeping headaches, and prepare for tax season with less stress.
Why Proper Setup Matters
A poorly configured accounting system can lead to:
- Incorrect financial reports
- Tax preparation issues
- Duplicate or missing transactions
- Cash flow confusion
- Expensive cleanup work later
Starting with a properly organized QuickBooks Online system helps create cleaner records and better visibility into your business.
Included in Base Setup
- Discounted offers for first month(s) via our QuickBooks Online Pro Advisor program (subject to availability).
- QuickBooks Online company creation and configuration
- Business information setup
- Basic chart of accounts setup
- Bank and credit card connection assistance
- Income and expense category setup
- Sales tax configuration (if applicable)
- User access and permissions setup
- Invoice and estimate template customization
- Basic workflow recommendations
- One remote walkthrough/training session
Optional Add-On Services
Additional services are quoted separately based on complexity:
- Asset setup and classification
- Loan and liability setup
- Historical cleanup and reconciliation
- Payroll setup
- Inventory setup
- Third-party software integrations
- Custom reporting
- Multi-location or class tracking setup
Asset Setup & Classification
Fixed asset setup, depreciation categories, and detailed classification work are available at an additional cost after review of your records and business needs.
Pricing Notes
Base setup pricing assumes:
- One business entity
- Limited historical data migration
- Standard small business operations
- No inventory or advanced manufacturing workflows
Why Proper Setup Matters
A poorly configured accounting system can lead to:
- Incorrect financial reports
- Tax preparation issues
- Duplicate or missing transactions
- Cash flow confusion
- Expensive cleanup work later
Starting with a properly organized QuickBooks Online system helps create cleaner records and better visibility into your business.
Remote Service Available
All setup and training sessions to be performed remotely, or onsite for additional charges. We’re located in Huntsville Alabama, but can travel as needed.