QuickBooks Online Setup & Training in Arizona

A QuickBooks Online file that's set up wrong causes problems every month after: transactions land in the wrong place, reports don't make sense and cleanups get expensive. Setting it up right the first time saves money and headaches.

As certified QuickBooks ProAdvisors, we build your company file around how your business actually works, connect your bank and credit card feeds, set up bank rules, enter opening balances, and then train you on the tasks you'll do every week.

What's included

• Company settings, sales tax and preferences configured
• A chart of accounts built for your industry
• Connecting bank and credit card feeds
• Bank rules so repeat transactions categorize themselves
• Opening balances and any history you need brought in
• Moving from QuickBooks Desktop or spreadsheets to QuickBooks Online
• One-on-one training on invoicing, bills, reconciling and reports

How it works

1. Discovery call. We learn how your business makes and spends money, and which reports you'll want.
2. Build. We set up the company file, chart of accounts, feeds and rules.
3. Opening balances. We enter your starting balances and any history so your reports are right from day one.
4. Training. We walk you through your weekly and monthly tasks in your own file, and you can call us with questions after.

Who it's for

New businesses, owners switching from QuickBooks Desktop or spreadsheets, and do-it-yourselfers who want a solid starting point. If you'd like to try it yourself first, our free QuickBooks Online setup guide and setup checklist walk you through it.

More than a bookkeeper

We're more than a bookkeeper who keeps your books current. Every month we look at your numbers and tell you what they mean: where margins are slipping, which costs are creeping up, and practical ideas to make and save more money. Think of us as a light fractional CFO, at a bookkeeping price.

Frequently asked questions

Can you move me from QuickBooks Desktop?

Yes. We convert your Desktop file to QuickBooks Online and check that balances match after the move.

Do you have a chart of accounts template?

Yes. We have general and rental/fix-and-flip templates, and you can download both free from our resources page.

Will you keep my books after setup?

If you'd like. Many clients move straight into monthly bookkeeping once setup is done.

Related services

We serve small businesses across Arizona, including Gilbert, Mesa, Chandler, Queen Creek, Phoenix and Scottsdale. See all service areas.