Work with Certified QuickBooks ProAdvisors to set up QuickBooks the right way from day one. We configure your chart of accounts, settings, integrations, and workflows so your books stay accurate as your business grows.
Already set up but things feel wrong? Explore consulting →
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Correct setup prevents costly issues later.
Proper QuickBooks setup saves years of cleanup. We configure your accounts, settings, and workflows correctly — giving you a clean foundation for bookkeeping, reporting, and growth.
QuickBooks accounts set up
Businesses onboarded successfully
setup accuracy rate
QuickBooks ProAdvisors
Get a review of your business needs to confirm the right QuickBooks setup, account structure, and integrations — before transactions start piling up.
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Everything needed for accurate, automated and scalable books.
4-step onboarding process to build a perfect QBO file.
We learn your workflow, industry, tools and reporting requirements.
Chart of accounts, settings, tax, time tracking, banking — all pre-configured correctly.
We connect Shopify, Stripe, PayPal, POS, CRM, payroll and automation tools.
We review the setup together and show you how to maintain clean books.
Most messy books happen because QBO was never set up correctly.
You save time, avoid errors and get accurate reporting from day one.
Certified ProAdvisors + accountants = the proper setup your business needs.
Setup done by Certified QuickBooks ProAdvisors.
Choose the level of setup support you need.
We configure everything from accounts to workflows.
We help you live over a screen-share and walk you through each step.
We check your existing setup and fix anything that was done incorrectly.
If you’re new to QBO, switching accountants or starting fresh — setup is critical.
Your industry determines the COA, workflows and automations.
Clean mapping ensures accurate revenue & fee tracking.
Wrong setup leads to hours of fixing — we prevent those mistakes entirely.
See how proper QBO setup changes reporting completely.
You get a complete setup summary & custom guide.
Clear pricing based on your business stage.
$199
$449
Custom
Clients love how easy QBO becomes after setup.
“Our QBO finally makes sense — best money we spent.”
“Ecommerce mapping was perfect. No more duplicate income.”
Your setup questions answered.
Most setups take 24–72 hours depending on integrations and tax/state setup.
Yes — we map revenue, fees and payouts correctly to prevent duplicate income.
Yes, that becomes a Setup + Cleanup project.
Yes — we include review + training in every setup package.
Basic business info, industry, tax details and access to apps you use.
We guarantee a correct, accountant-approved QuickBooks setup.
Every QuickBooks setup engagement is backed by our Certified QuickBooks ProAdvisor Setup Guarantee. Your file is built correctly from day one to avoid future cleanup.
Protection against incorrect chart of accounts, tax misconfiguration, broken bank feeds, workflow mismatches, and reporting issues caused by rushed or DIY setups.
If your setup does not produce clean, usable reports, we correct the configuration at no additional cost.
Setup is tailored to your actual business needs, not overloaded with features you won’t use.
Setup is complete only when your QuickBooks file is ready for daily operations, reporting, and taxes.
Setups are completed by Certified QuickBooks ProAdvisors with hands-on experience across industries and business sizes.
Certified QuickBooks ProAdvisors
Intuit ProAdvisor – Gold Tier
100% U.S.-Based Support
Secure Financial Data Handling
Don’t build on a shaky foundation. Work with Certified QuickBooks ProAdvisors to set up QuickBooks the right way.
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