Quickbooks Quickstart: Custom setup and launch to successful DIY bookkeeping
Quickbooks Quickstart: Custom setup and launch to successful DIY bookkeeping
Do you need help getting set up with Quickbooks Online? We can help! We offer customized Quickbooks setup and launch you to successful DIY bookkeeping.
Quickbooks Quickstart starts with:
A personal onboarding call to learn about your business needs
Quickbooks Online Setup includes:
Import photography-specific Chart of Accounts
Help connecting all bank feeds and set beginning bank balances
Sales tax setup help (if applicable)
Help connecting with client management software (like 17hats, Honeybook, Dubsado)
Import past transactions via CSV file, if needed
One month of categorization and reconciliation
Launch meeting with workflow checklist and recorded tutorials
Follow-up Includes:
One-hour follow-up meeting within 90 days of launch