QuickBooks Online setup
QuickBooks Online setup
Whether you're a brand new business or switching over from spreadsheets or another program, I'll get QuickBooks Online set up correctly so your books start clean.
QuickBooks Online setup means creating your company file, building a chart of accounts that fits your business, configuring your company settings, setting up sales tax, and creating your customer and vendor lists. Stark Bookkeeping Solutions does this for new businesses and for businesses switching to QuickBooks Online, so the books are organized from the very first transaction.
What's included
- Initial setup of your QuickBooks Online company file
- Building a chart of accounts that fits your business
- Setting up your company settings
- Setting up sales tax
- Creating your customer and vendor lists
Why setup matters
A QuickBooks file that's set up wrong makes every month after it harder. Accounts end up in the wrong place, sales tax gets mixed into income, and reports never quite look right.
A clean setup means accurate reports from the start and far less cleanup later. It's the cheapest, easiest time to get your books right.
Who this is for
- New businesses that need QuickBooks Online set up before the first sale.
- Existing businesses switching to QuickBooks Online from spreadsheets, QuickBooks Desktop, or another program.
- Anyone who started a QuickBooks Online file, wasn't sure what to click, and wants it done properly.
How setup works
- We talk: A free consultation about your business, how you get paid, what you sell, and whether you collect sales tax.
- I build it: I create your company file, build your chart of accounts, configure your company settings and sales tax, and enter your customer and vendor lists.
- You're ready: Your file is organized and ready for bookkeeping, whether that's you keeping it up or me handling it every month.
What's next? Most clients roll straight into monthly bookkeeping after setup, so the clean start stays clean.
Questions I get a lot
Do I need a QuickBooks Online subscription first?
Yes. QuickBooks Online is billed by Intuit. If you haven't picked a plan yet, I can help you figure out which one fits your business before we set it up.
Can you set up QuickBooks Online for a brand new business?
Yes. New businesses are a great time to set things up properly, before there are any transactions to untangle.
I'm switching from spreadsheets or another program. Can you help?
Yes. I set up your new QuickBooks Online file with a chart of accounts and lists that fit your business. How much history comes over depends on what you're switching from, and we'll talk through that on your consultation.
Is setup included with monthly bookkeeping?
Setup is a one time project quoted separately. Most clients continue into monthly bookkeeping afterward so the books stay clean.
Other services
Monthly Bookkeeping and Reconciliation
Every transaction categorized and every bank and credit card account reconciled, every single month.
Learn moreAccounts Receivable and Accounts Payable
Invoices sent and payments recorded, bills entered with their due dates, so you always know what's owed.
Learn morePayroll Processing and Reporting
Accurate payroll for your team, recorded correctly in your books, from a certified QuickBooks Payroll ProAdvisor.
Learn moreMonthly Financial Reporting
Simple, readable reports every month so you know what you made, what you spent, and where your cash went.
Learn moreCleanup and Catch Up Bookkeeping
Months or years behind? I untangle the mess, fix the errors, and get your books accurate and tax ready.
Learn moreSay hello
Ready to start with clean books?
Text, call, or email. Whatever is easiest for you. Tell me a little about your business and I'll take it from there.
Prefer a form? Send a message here. ยท (615) 962-1246 (call or text)