QuickBooks Setup & Training
QuickBooks Online configured for your specific business, with a chart of accounts that fits how you operate and hands-on training so you actually know how to use it.
What This Is
QuickBooks Online is the software. But the software only works if it’s set up correctly for your specific business. A trucking company needs different accounts than a salon. A contractor needs different tracking than a restaurant. The structure you build at the beginning determines whether your reports are useful or misleading six months from now.
Most business owners create a QuickBooks account and start entering transactions without much thought to the structure underneath. A year later, the numbers don’t quite add up and fixing it means going back through everything. Starting with a proper setup avoids that entire problem.
The Configuration
The Configuration
Connect your bank accounts and credit cards. Build a chart of accounts that matches how your business actually operates. Set up customers, vendors, and the products or services you sell. Configure tax settings, payment terms, and invoice templates. Everything tailored to your industry and the way you run things.
The Training
The Training
Walk through how to record transactions, generate reports, and understand what the numbers mean. Practical training focused on what you’ll actually use day to day. Not a generic overview but hands-on practice with your real business data so you’re comfortable working in the system on your own.
Why This Matters
A misconfigured QuickBooks file creates problems you won’t notice until later. Revenue ends up in the wrong category. Expenses get lost in a catch-all account. The profit and loss statement shows numbers that don’t match reality. You end up making decisions based on reports that are technically accurate but functionally useless because the underlying structure is wrong.
The other issue is time. Business owners who set up their own QuickBooks spend hours figuring things out through trial and error. They watch YouTube videos. They guess at settings. They redo work when they realize something was wrong. That time adds up fast when you could have started with a working system and learned the right way from the beginning.
Garbage In, Garbage Out
Garbage In, Garbage Out
The reports are only as good as the setup behind them. If income categories don’t match your actual revenue streams, you can’t see which parts of your business are profitable. If expense accounts are too broad or detailed in the wrong places, the data becomes noise instead of insight you can act on.
The Cleanup Cost
The Cleanup Cost
Fixing a broken QuickBooks setup after a year of use takes longer than setting it up correctly in the first place. You’re not just reconfiguring settings. You’re reclassifying hundreds of transactions and reconciling accounts that never matched properly. Prevention is always cheaper than repair work.
What Changes
You open QuickBooks and the numbers make sense. Income is organized by category. Expenses are tracked the way your business actually spends money. Reports show information you can use to make decisions. You trust what you’re looking at because it was built correctly from the start by someone who understands both the software and how businesses like yours operate.
And you know how to use it. Not just where to click, but why. You understand what the balance sheet is telling you. You can pull a report when you need one. You’re not dependent on someone else to answer basic questions about your own financial data. You’re in control of your numbers instead of confused by them.
A Solid Foundation
A Solid Foundation
Whether you handle your own bookkeeping going forward or hand it off to someone else, you’re starting with a clean file. The structure is right. The accounts make sense for your business. Anyone who works in the system later will be grateful that it was set up properly instead of thrown together.
Ongoing Support
Ongoing Support
Questions come up after you start using the system. Something doesn’t look right or you’re not sure how to record an unusual transaction. You have someone to call who already knows your setup and can give you a straight answer without starting from scratch every time you need help.
Northwest Arkansas's Dedicated Bookkeeping Partner
The Next Step:
A Quick Conversation
Tell us about your business and where you need help. We'll listen, ask a few questions, and give you a clear plan and honest price.
