QuickBooks Online Setup: Chart of Accounts, Bank Feeds and Invoice Templates
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5.00 /5.0
User review
Start QuickBooks on the right foot
I set up your QuickBooks Online account so your records are organized from day one.
What is included
- Company settings and chart of accounts
- Bank and card feed connection (done by you securely)
- Invoice and estimate templates
- Customer and vendor import
- Short how-to guide
How it works
Invite me as an accountant or user. I set up the account and send a guide.
Frequently asked questions
Do you do bookkeeping?
This service is setup. Ongoing bookkeeping is not included.
Do you need my bank login?
No. You connect your own bank feeds securely.
Is this tax advice?
No. Please confirm tax settings with your accountant.
Which regions?
US and UK versions of QuickBooks Online.
5.0
(3 months ago)Sample review: Tessa Quinn, United Kingdom. Well organised, proactive and thorough. The deliverable was easy to put straight into use.
5.0
(4 months ago)Sample review: Zoe Marshall, United States. Really dependable. I have since passed the details on to a colleague who needs similar help.
5.0
(5 months ago)Sample review: Sam Whitaker, United States. Really dependable. I have since passed the details on to a colleague who needs similar help.
5.0
(5 months ago)Sample review: Sophie Turner, United Kingdom. Well organised, proactive and thorough. The deliverable was easy to put straight into use.