Set-Up™

There are various reasons that a business might need to set up new bookkeeping and accounting systems.  Maybe you’re a new business, just starting out.  Perhaps you’ve purchased an existing business and the prior owner kept all of their records in a shoe box.  You could be ready to switch over from an old, outdated or outgrown system to a more up-to-date, comprehensive, and powerful QuickBooks™ Online accounting solution.  

With QuickBooks, as with other accounting systems, the most important step is the first one:  Set-Up.  There is a confusing array of options when setting up your bookkeeping system.  Getting it Set-Up  and configured correctly from the get-go will save you time, money, and frustration down the road.  

Bookkeeping Set-Up Services

Our Portland, Oregon based bookkeeping firm offers consulting and Set-Up services for QuickBooks as part of our customized bookkeeping packages.

Click HERE to schedule a day and time to chat with us about your specialized bookkeeping needs. The only thing it will cost you is 30 minutes of your time.

• Select the best version of QuickBooks for your business
• Set up your online account
• Generate your chart of accounts
• Create invoice template
• Set up customer and vendor lists
• Set up sales tax tracking and payments
• Set up tags, projects, classes, locations (as appropriate)
• Customize reports
• Configure settings to maximize the features that will provide the most benefits