QuickBooks Online Setup & Training
Getting QuickBooks Online configured correctly from the start and learning how to use it properly saves you from messy books and costly fixes later.
What This Is
This is a one-time project where I set up your QuickBooks Online account the right way from the beginning. That means configuring your chart of accounts, connecting your bank and credit card feeds, setting up your products or services, and making sure the structure matches how your business actually operates. Then I walk you through how to use it so you can manage day-to-day tasks with confidence.
QuickBooks Online is a powerful tool, but it only works well when it’s set up correctly and when you understand how to use it. A lot of business owners sign up, click around for a while, and end up with a chart of accounts full of duplicate categories and transactions that don’t make sense. This service prevents that from happening.
The Setup
The Setup
Chart of accounts tailored to your business type. Bank and credit card connections. Customer and vendor lists. Products or services entries. Opening balances entered correctly. Sales tax settings if applicable. Everything configured so your books reflect what’s actually happening in your business from day one.
The Training
The Training
Hands-on walkthrough of the tasks you’ll handle regularly. How to categorize transactions correctly. How to create and send invoices. How to record payments and expenses. How to read the reports that matter most for your business. You walk away knowing how to use the system, not just where buttons are.
Why This Matters
A bad setup creates problems that compound over time. If your chart of accounts doesn’t fit your business, every transaction you categorize adds to the mess. If your bank feeds aren’t connected properly, you end up with duplicates or missing transactions. If you don’t understand how to record things correctly, your profit and loss statement and balance sheet become unreliable. And unreliable financial information is worse than no information at all because you might make decisions based on numbers that aren’t true.
Most business owners don’t realize their QuickBooks setup is wrong until tax time, when their accountant starts asking questions they can’t answer. Or until they try to pull a report and the numbers look nothing like reality. By that point, cleaning it up takes more time and money than getting it right would have cost in the first place.
The DIY Trap
The DIY Trap
QuickBooks Online looks intuitive. So you start entering things, accepting the default categories, and clicking “match” on transactions without fully understanding what’s happening behind the scenes. Three months later you have uncategorized expenses everywhere, duplicated entries, and a chart of accounts with 15 variations of “Office Supplies.” Fixing that takes real effort.
The Confidence Gap
The Confidence Gap
When you’re unsure whether you’re doing things correctly, you either stop using the system altogether or you keep going and hope for the best. Neither option gives you the accurate financial picture you need to run your business. Training closes that gap so you actually trust what your reports are telling you.
What Changes
You start with a clean, properly structured QuickBooks Online account that matches how your business works. Your chart of accounts makes sense. Your bank feeds are pulling in transactions correctly. When you open a report, the numbers reflect reality. That foundation makes everything else easier, whether you’re managing the books yourself or handing them off to a bookkeeper later.
You also understand what you’re looking at. Instead of guessing which category to use or wondering if you recorded something right, you know the process. You can handle everyday bookkeeping tasks without second-guessing yourself, and you can spot when something looks off before it turns into a bigger problem.
A System You Can Use
A System You Can Use
Your QuickBooks Online account becomes a tool that gives you useful information instead of a source of frustration. You can pull a profit and loss statement and trust the numbers. You can see where your money is going. And when tax time comes around, your records are organized and ready for your accountant without a last-minute scramble.
A Foundation That Lasts
A Foundation That Lasts
Whether you continue managing your books on your own or decide to bring on ongoing bookkeeping support down the road, a properly set up QuickBooks file makes that transition smooth. Good structure from the start means less cleanup later and a reliable financial history you can reference anytime you need to make a business decision.
Long Beach's Trusted Bookkeeping Partner
The Next Step:
A Quick Discovery Call
Tell us where things stand with your books. We'll listen, ask a few questions, and give you a clear quote to get it handled.
