QuickBooks Setup Services

A proper QuickBooks setup makes bookkeeping faster, easier, and more accurate. Whether you’re moving from spreadsheets or another system, our QuickBooks setup services ensure your file is right from the start.

Certified QuickBooks ProAdvisor

Years in Business

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Clients Helped

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Chart of Accounts Setup

Your chart of accounts organizes income, expenses, assets, and liabilities. We tailor it to your business so every transaction is tracked correctly and your reports are meaningful.

Bank Feed & Integration

With our QuickBooks online setup, we connect your bank and credit card accounts for automatic downloads. Transactions are categorized and reconciled correctly, saving time and reducing errors.

Personalized Onboarding & Training

We don’t just set up your QuickBooks file, we show you how to use it. Our one-on-one onboarding and training give you confidence to manage your books. For ongoing support, our Virtual Bookkeeping Services keep everything current.

Beyond Setup

Setup is just the first step. If your books are messy, we offer QuickBooks Clean Up. If you’ve fallen behind, our QuickBooks Catch Up service brings you back on track. We also work closely with CPA Firms to keep your records tax-ready.

Why Choose The QuickBooks Guy?

With 25+ years of experience, our certified ProAdvisors know how to get QuickBooks startup and implementation right. You’ll get a tailored setup and reliable support.

Ready to Work With a Virtual Bookkeeper You Can Trust?

Make sure your QuickBooks is set up correctly from day one. Contact Us today to book your free consultation.

Frequently Asked Questions

Do you handle QuickBooks Desktop and Online?

Yes, we set up both versions.

What if my file already has errors?

We’ll clean it up first with our QuickBooks Clean Up service.

Will you train me to use QuickBooks?

Yes, training is included with every setup.