QuickBooks Setup & Support
We set up QuickBooks the right way and help you when things go sideways.
The DIY Setup Problem
QuickBooks is easy to start. Too easy. You sign up, connect your bank, and start categorizing transactions. Six months later you have 47 accounts, half of them duplicates, and a chart of accounts that makes your CPA sigh audibly.
Bad setup doesn’t announce itself. It just makes everything harder. Reports that don’t make sense. Categories that don’t match your tax return. Reconciliations that never quite balance. The software works fine. The configuration is the problem.
Starting Clean
New to QuickBooks? We’ll set it up right the first time. Chart of accounts that matches your business and your tax situation. Bank and credit card connections that actually work. Invoice templates if you need them. A system you can use from day one without creating a mess you’ll pay to fix later.
Chart of Accounts
Chart of Accounts
Built for your industry and how your CPA will need to see things at tax time. Not the generic template QuickBooks suggests.
Bank Connections
Bank Connections
Linked and tested. Transaction rules configured so categorization isn’t a daily chore. We make sure data flows in correctly from the start.
Invoicing
Invoicing
If you bill customers, we set up templates, payment terms, and reminders. Professional invoices that make it easy for clients to pay you.
Training
Training
We walk you through what you need to know. How to run reports, where to find things, what not to touch. Enough to be confident, not overwhelmed.
Already Using QuickBooks?
Maybe you set it up yourself and it’s gotten out of hand. Maybe a previous bookkeeper left things in a state. Maybe it mostly works but something’s off and you can’t figure out what.
We clean up existing QuickBooks files all the time. Merge duplicate accounts, fix miscategorized transactions, rebuild the chart of accounts, untangle whatever happened. And if you have questions going forward, we’re a phone call away.
Cleanup
Cleanup
We audit what’s there, fix what’s broken, and reorganize what’s confusing. You end up with a file that actually works.
Ongoing Support
Ongoing Support
Stuck on something? Not sure how to handle a transaction? We’re available when questions come up. No ticket system, no waiting days for a response.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.