QuickBooks Online Setup & Training
We configure QuickBooks Online for your business and train you on how to use it properly. You start with a clean setup and the confidence to manage your day-to-day bookkeeping.
Starting Right
Most small business owners sign up for QuickBooks Online, click around for a few minutes, and start entering things. The chart of accounts is wrong. The bank feeds are pulling in duplicates. Invoices are missing fields. Six months later the reports are useless and you have no idea where things went sideways. The problem almost always started on day one with a file that was never set up correctly.
We configure QuickBooks Online for your specific business. That means building a chart of accounts that matches how your business actually operates, connecting your bank and credit card accounts properly, setting up your products or services, and making sure the foundation is solid before you start entering a single transaction.
Chart of Accounts
Chart of Accounts
The default chart of accounts in QuickBooks is built for a generic business. Your business is not generic. We set up accounts that reflect your actual income streams, expense categories, and the way you need to see your numbers. Whether you run a contracting company or a dental practice, the structure needs to fit your operations.
Bank and Credit Card Connections
Bank and Credit Card Connections
Linking your accounts sounds simple but it is where a lot of problems start. Transactions pull in twice, old transactions flood the feed, and things get categorized incorrectly by the auto-rules. We set up the connections cleanly, configure the start date properly, and establish rules that actually make sense for your transactions.
Learning to Use It
A properly configured file is only useful if you know how to work in it without breaking things. QuickBooks has a lot of buttons and features, and clicking the wrong one can create problems that are hard to find later. We have seen business owners accidentally delete reconciliations, post journal entries to the wrong period, or create invoices that never hit the income accounts correctly.
We walk you through the tasks you will actually perform on a regular basis. Not a generic tutorial that covers every feature in the software. We focus on what you need to do in your business, whether that is sending invoices, recording expenses, running payroll reports, or pulling a profit and loss statement at the end of the month.
Hands-On Training
Hands-On Training
We sit with you and go through the workflows step by step. You enter the transactions. You run the reports. You ask the questions. This is not a screen-share where we click through things while you watch. You learn by doing it yourself with someone there to guide you and correct mistakes in real time.
Your Specific Workflows
Your Specific Workflows
A landscaping company and a real estate investor use QuickBooks very differently. We tailor the training to the things you will actually do every week. If you send a lot of invoices, we spend more time there. If you mostly track expenses and pay subcontractors, that is where we focus. You walk away knowing how to handle your routine with confidence.
After the Setup
Once your file is configured and you are comfortable using it, you have a real accounting system. Your reports will actually mean something. When tax season arrives, your CPA will not have to spend hours sorting through a mess to figure out what happened during the year. That alone can save you money on your tax preparation.
And if you find down the road that managing the books yourself is taking too much time or you just don’t want to do it anymore, we offer full-service bookkeeping as well. The beauty of starting with a clean setup is that it is easy for us or anyone else to pick up right where you left off. Nothing needs to be rebuilt from scratch.
Clean Records from Day One
Clean Records from Day One
The businesses that have the easiest time at tax season and the clearest picture of their finances are the ones that started with a proper setup. You avoid the catch-up bookkeeping project down the road. You avoid the accountant telling you your books are a mess. You start clean and you stay clean.
Ongoing Support
Ongoing Support
Questions come up after the training. That is normal. Maybe you run into a transaction you are not sure how to handle or a report that does not look right. We are here in the Tampa Bay area and available to help when those situations come up. You are not on your own after the setup is finished.
Tampa Bay's Small Business CPA Firm
First Step:
A Short Conversation
Tell us about your business and where you need support. We'll walk through your situation, answer your questions, and give you a clear quote.
