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Setup and Training

Setup QBO for the entity named above.

- Chart of Accounts configuration
- Conversion of data from existing system to bring in your historical balances, contacts, payroll, sales and payable invoices
- Setup of data feeds and bank rules as required
- Customization of reporting templates for your business
- Review and suggest appropriate additional software to increase efficiency

Training to be provided as required


The Small Business
Hubdoc Add-On
Payroll (15-20 Employees)
Payroll (10-15 Employees)
Payroll (1-5 Employees)
The Enterprise
QuickBooks Add-On
The Solopreneur
Payroll (5-10 Employees)
Setup and Training
Do not fill if you are a human

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