QuickBooks Online Setup Package
This is a one time Setup Package for a client who decides to start running their business finances on QuickBooks Online. Proper initial setup of QuickBooks Online is critical to accurate accounting, correct workflows and efficient utilization of the software. Having an expert perform your setup will set the foundation for unlocking the full potential of QuickBooks and being able to utilize it with maximum efficiency.
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At Flawless Accounting solutions we have the expertise to perform your QuickBooks Online Setup according to best practices. We will leverage our extensive knowledge and experience to optimize the software settings and configure it for maximum efficiency. This will provide a solid foundation for ongoing effective and accurate bookkeeping and accounting work.
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Our Setup process begins with a comprehensive “Needs Analysis Session” the purpose of which is to understand your business objectives and accounting needs. This enables us to create a customized service plan that will effectively address your unique business and accounting requirements.
The following services are available as part of our customized Setup package:
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Determine & select the appropriate version of QuickBooks Online
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Create a QuickBooks Online Company account
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Create a customized Chart of Accounts
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Enter opening balances
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Carry out the initial bank and credit card reconciliations
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Configure & customize company settings
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Upload company logo
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Set up users and user permissions
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Connect bank and credit card accounts to QuickBooks Online
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Set up the QuickBooks Payments merchant account
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Create Customized sales forms
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Create Customized Reports
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Set up third-party apps
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Customize email messages sent with forms
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QuickBooks Online overview and training
