QBO Setup & Training
We configure QuickBooks Online for your business and teach you how to use it. You walk away with working books and the skills to maintain them.
What This Is
QuickBooks Online is flexible, but that flexibility means there are a lot of ways to set it up wrong. The chart of accounts needs to match how your business actually operates. Bank feeds need to connect properly. Categories need to make sense for your industry and your reporting needs. This service handles all of that configuration work before you enter your first transaction.
The setup is only half of it. We also train you to use the system. You learn how to categorize transactions, reconcile accounts, and pull the reports you need. The goal is independence. You walk away able to manage your own books with confidence, not dependent on someone else to do basic bookkeeping for you.
The Configuration
The Configuration
Chart of accounts built for your specific business type. Bank and credit card connections set up with proper matching rules. Integrations with payment processors, invoicing tools, and other systems you already use. Everything configured so transactions flow into the right places automatically.
The Training
The Training
Hands-on instruction in your actual QuickBooks file. How to review and categorize transactions. How to reconcile bank accounts each month. How to run a profit and loss statement and understand what it shows. You learn by doing, not by watching a generic demo video.
Why This Matters
Most business owners start with the default QuickBooks setup or follow a YouTube tutorial. Six months later, the books are a mess. Categories don’t make sense. Half the transactions are sitting in “Uncategorized Expense.” The bank reconciliation hasn’t been done since month two. Getting to that point is easy. Getting out of it is expensive.
The chart of accounts is the skeleton of your bookkeeping. If it doesn’t match your business, every report you pull will be confusing or useless. You end up with a profit and loss statement that shows “Office Expenses” as your second biggest cost, but you have no idea what’s actually in there. That’s not useful information. That’s just organized confusion.
Cleanup Costs
Cleanup Costs
Bad setup creates work down the road. Those six months of miscategorized transactions? Someone has to go through them one by one and fix them. That’s hours of cleanup work that could have been avoided with proper configuration from the start. Prevention is cheaper than repair.
Missing Automation
Missing Automation
QuickBooks can automate most of the tedious work, but only if it’s connected to your other systems. Without proper integrations, you’re entering things manually that could be imported automatically. You’re doing duplicate data entry between your invoicing tool and your accounting software. It’s wasted time.
What Changes
Your books work from day one. Transactions import and categorize correctly. Bank reconciliations take minutes instead of hours. Reports show you what you actually need to know about your business. No guessing at categories. No massive “Uncategorized” bucket to sort through at the end of the quarter.
More importantly, you understand how it all works. You can look at your profit and loss and know what it means. You can spot when something looks wrong. You know the difference between what matters and what doesn’t. That’s the real value of proper training. Not just a configured system, but the knowledge to use it.
Clear Reports
Clear Reports
A profit and loss that breaks down your revenue and expenses in ways that actually help you make decisions. Categories that match how you think about your business. Reports you can hand to your CPA at tax time without apology or explanation.
Ongoing Independence
Ongoing Independence
You handle your own bookkeeping with confidence. Monthly reconciliations become routine. When questions come up, you know where to look for answers. And if you decide later that you want someone else to take over the books, they’ll inherit a clean system that makes sense.
San Diego's Small Business Bookkeeper
The Next Step:
A Short Conversation
A quick call to tell us about your business. We'll listen, answer your questions, and give you a clear price quote.
