QuickBooks Setup & Training
Get QuickBooks configured for your business with a proper chart of accounts, connected bank feeds, and customized settings. Includes hands-on training for day-to-day use.
What This Is
QuickBooks can handle your accounting, but only if it’s set up to match how your business actually operates. The default configuration that comes out of the box is generic. It doesn’t know if you’re a contractor who needs job costing or a property manager tracking multiple properties. It just gives you a blank slate with settings that probably don’t fit.
This service configures QuickBooks for your specific situation. Chart of accounts structured for your industry. Bank and credit card feeds connected correctly. Preferences set so the software works the way you need it to. Then we train you on how to use it so you’re not guessing every time you record a transaction.
The Setup Work
The Setup Work
We build a chart of accounts that matches your business and your industry. Connect your bank and credit card accounts so transactions import automatically. Configure preferences for invoicing, bill payments, and reports. Enter opening balances if you’re switching from another system or starting fresh.
The Training
The Training
Hands-on training covering what you’ll actually do day-to-day. Entering income and expenses. Reconciling accounts. Running the reports you’ll need most often. We go through it together until you’re comfortable doing it on your own. Not a rushed walkthrough but actual time spent learning the software.
Why This Matters
A lot of business owners try to set up QuickBooks themselves. They click through the wizard, connect their bank account, and start entering transactions. It seems fine at first. Then problems start surfacing. The reports don’t match the bank statement. Categories are inconsistent. The accountant looks at the file and says everything needs to be redone.
The issue is that QuickBooks lets you do things incorrectly without any warning. You can use wrong account types, skip reconciliation for months, or duplicate transactions without realizing it. By the time these problems become obvious, fixing them takes longer than doing it right would have taken in the first place.
Configuration Mistakes
Configuration Mistakes
Using the wrong account types. Categories that don’t match your business. Bank feeds pulling in duplicate transactions because something wasn’t connected properly. These aren’t obvious when you’re clicking through setup screens. They show up later when your financial statements don’t make sense or your accountant asks questions you can’t answer.
The Knowledge Gap
The Knowledge Gap
QuickBooks has hundreds of settings and options. Most people use maybe ten percent of them. But which ten percent? What’s the difference between accounts payable and an expense? Should this be a journal entry or a deposit? The software doesn’t explain these things. It just lets you make choices without telling you whether they’re correct.
What Changes
QuickBooks becomes a tool you actually use instead of a source of anxiety. You open it knowing where to find things and what to do. Recording transactions becomes routine. Running reports gives you real information about your business instead of numbers you don’t trust and can’t explain.
When you hit something unfamiliar, you have someone to ask who knows your specific setup. Not a support line giving generic answers. Someone who configured your file and understands your chart of accounts and how your business operates.
Day-to-Day Confidence
Day-to-Day Confidence
You know how to record common transactions without searching for instructions every time. Reconciliation happens monthly instead of never. When you need a profit and loss statement or aging report, you know where it is and what the numbers mean. The software does what you bought it to do.
Ongoing Support
Ongoing Support
Setup includes time for questions as you get comfortable with the software. Something doesn’t look right? Ask. Can’t remember how to do something we covered in training? Ask. You’re not stuck figuring it out alone or wondering if reaching out will trigger an extra bill.
Santa Fe's Small Business Bookkeeper
The Next Step:
A Quick Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.
