QuickBooks setup and migration
A clean QuickBooks Online setup from day one, or a careful move from QuickBooks Desktop or spreadsheets, with your balances checked after the move.
What is included
A good setup saves hours every month. We build your chart of accounts around your business, connect your bank feeds and apps, and check every opening balance so you start clean.
- New QuickBooks Online company setup
- Chart of accounts designed for your business and your CPA
- Bank and credit card feed connections
- Bank rules to speed up categorization
- Products, services, classes and locations set up
- Move from QuickBooks Desktop to QuickBooks Online
- Move from spreadsheets or another system
- Opening balances and post-move checks
- A short walk-through of your new setup
Who it is for
- New businesses starting their books
- Companies moving from QuickBooks Desktop to Online
- Owners outgrowing spreadsheets
- Businesses with a messy file that needs a fresh start
What you get
- A clean, working QuickBooks Online file
- Connected bank feeds and apps
- Opening balances checked against your statements
- A summary of your setup for your records
How often
A one-off project, usually followed by monthly bookkeeping so the file stays clean.
Pricing
Setup starts from $299. Desktop to Online migration starts from $449 (up to 2 years of history). We confirm a fixed quote after a free review.
See pricingYour software
We work inside the tools you already use, including QuickBooks Online, QuickBooks Desktop, Sage Intacct and Bill.com. Our team can also be trained on yours.
Tools we useQuestions about QuickBooks setup and migration
We support QuickBooks Desktop files and can work in them, but for new setups we usually recommend QuickBooks Online.
QuickBooks has a built-in move tool that brings most history across. We check what moved, fix gaps and agree balances to your statements.
You do, and the file stays in your name. We are added as a user, so you always own your data.
Related services
Often combined with QuickBooks setup and migration.
Bookkeeping
Every transaction categorized and your books kept current each month, so you always know where you stand.
Learn moreCatch-up and clean-up bookkeeping
Books months or years behind, or simply messy? We bring them current, fix past errors and leave you with a file you can trust.
Learn moreBank and credit card reconciliations
Bank, credit card and loan accounts matched to statements every month, with differences found and explained.
Learn moreReady for a clean QuickBooks file?
Book a free 30 minute consultation, or tell us about your books for a custom quote. We reply within one US business day.