QuickBooks Setup & Migration
Start the file properly
New QuickBooks Online setup, or migration from spreadsheets and other platforms — configured around how your business actually operates.
What's included
QuickBooks Online setup
Company settings, users, sales tax, products and services configured from the start.
Chart of accounts
Built for your industry and for the reporting you'll actually want to read.
Migration
From spreadsheets, Wave, Xero or a legacy desktop file, with history preserved where possible.
Opening balances
Entered and reconciled to prior filings so the file starts from the truth.
Workflow setup
Invoicing, bank feeds, receipt capture and recurring transactions configured.
Handover & training
A walkthrough of the file so your team knows exactly what to do each week.
Who this is for
- New businesses setting up accounting for the first time
- Companies outgrowing spreadsheets
- Businesses moving off another accounting platform
- Owners who bought QuickBooks and never finished the setup