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New QBO Set Up
$2,000.00/On Completion

Set Up QBO Account 50% deposit due at signing balance due on completion

  • Assist owner in connecting bank and credit card accounts
  • Provide instructions on how to set up merchant center inside of QBO
  • Educate owner on how to use QBO including bill input, recording checks, and categorizing
  • Provide written instructions on categorizing, receiving payments and deposits
  • Create chart of accounts to meet reporting needs
  • Discuss what reports are needed
  • Create custom reports
  • Provide 1-2 Zoom meetings for a tour of software and instructions (each meeting is about 1 hour)
  • Training outline will be provided
  • 30 days of email support – notification when support begins

What you can expect from us

  • Initial meeting with our onboarding team to gather information and to learn more about the process and our company
  • Kick off meeting to meet dedicated accounting support person and the accounting manager
  • Request view only access to bank/credit cards
  • Secondary meeting with dedicated accounting support person to walk through linking bank accounts and credit card(s) and assist in connecting Intuit Merchant Center for clients to be able to pay online.

Tour of QBO

  • Dashboard Overview
  • Banking and Bank Deposit
  • Uploading Receipts
  • Expenses and Vendors
  • Invoicing (including creating custom invoice)
    *How to enter bills, checks and expenses
  • Reports, Customizing and scheduling reports
  • Recurring Transactions
  • Duplicating tabs and Bookmarks

Create custom reports
This list is a sample; not all are applicable

  • Education and creation of custom reports you will be able to review and understand
    • Profit and loss by % of income
    • Balance sheet vs last month and later vs last year
    • Profit and loss by month (cash and accrual- and explain the difference)
    • Profit and loss by client
    • Accounts receivable
    • Accounts payable

There are no add-ons to be selected

New QBO Set Up
$2,000.00/On Completion
Do not fill if you are a human


All prices are exclusive of tax

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