QuickBooks Online Setup & Training
We configure QuickBooks Online to match your business and train you to use it properly. You get a clean starting point and the knowledge to maintain it yourself.
The Setup
Most business owners sign up for QuickBooks Online and start clicking around. They connect the bank account and let transactions pile up. A few months later they realize the chart of accounts is wrong for their business, half the transactions are in the wrong categories, and the reports are useless.
We build it right from the start. We configure the chart of accounts to match your industry and how you actually need to see your numbers. We set up your customers and vendors. We connect your bank feeds and make sure everything is organized before a single transaction hits the books.
Chart of Accounts
Chart of Accounts
The default chart of accounts is generic. We customize it for your business type so your profit and loss actually shows you meaningful categories. A construction company needs different expense accounts than a law firm. We build it to fit.
Bank and Card Connections
Bank and Card Connections
We connect your bank accounts and credit cards so transactions flow in automatically. We set up the matching rules so recurring transactions categorize themselves correctly. The data comes in clean instead of becoming a backlog you never catch up on.
The Training
Knowing where to click is different from understanding what you are doing. You can watch a YouTube video and learn how to categorize a transaction. But do you know the difference between an expense and an asset? Do you know when to use a bill versus an expense? These details matter when your accountant tries to file your taxes.
We walk you through the software with your actual business data. You learn the daily and weekly habits that keep the books accurate. You understand why you are doing each step instead of just memorizing a sequence of clicks.
Transaction Handling
Transaction Handling
You learn how to categorize income and expenses correctly. You learn when to split a transaction and when to match a deposit to an invoice. You understand the difference between recording a bill now and paying it later versus just recording the payment.
Monthly Reconciliation
Monthly Reconciliation
Reconciliation is the habit that catches mistakes. We teach you how to reconcile your bank and credit card accounts each month. You will know if something is off before it becomes a problem that takes hours to untangle.
The Foundation
Clean books from day one means no catch-up work later. You will not have to pay someone to fix a year of messy records before tax season. Your reports will actually reflect what is happening in your business. You can make decisions based on real numbers.
This is not a one-size-fits-all tutorial. The training is hands-on with your accounts. You walk away confident that you know how to maintain your own books. And if questions come up down the road you have someone to call.
Ready for Your Accountant
Ready for Your Accountant
When tax time comes your books are in order. Your accountant does not have to spend billable hours cleaning up your QuickBooks file. They get clean financials and you get a faster and cheaper tax prep process.
Ongoing Support
Ongoing Support
Questions will come up after the training. A new type of transaction. A vendor asking for something you have not done before. You are not on your own. Reach out and get answers instead of guessing and creating a mess.
New Jersey's Fractional CFO Firm
The Next Step:
Let's Talk About Your Business
Tell us about your business and what's on your plate. We'll listen, ask a few questions, and give you a clear picture of how we can help.