Advisory
QuickBooks setup, cleanup and training
Set up so the reports mean something, migrated without losing history, repaired when the opening balances are wrong, and taught to whoever will actually be entering.
✓ Online, Desktop and Xero✓ Opening balances checked✓ Training for your staff
QuickBooks is not hard to use. It is hard to set up, and almost everyone sets it up once, badly, in an afternoon. The chart of accounts is the software default, the opening balances came from nowhere, the bank feed is categorizing by guesswork, and eighteen months later the P&L has an Uncategorized Expense line with forty thousand dollars in it.
We set it up the way a CPA needs to read it, which is also the way an owner needs to read it. Then we teach the person doing the entry the six rules that keep it that way.
Setup and migration
Chart of accounts designed for your business
Thirty to fifty accounts that report usefully, not two hundred that do not.
Opening balances agreed
To the prior year's tax return or reviewed financials, so the file starts from something true.
Bank and card feeds connected
With rules written for your actual recurring vendors.
Products, services and items
Set up so revenue reports by line of business, which is where the useful information is.
Sales tax configured
The correct New York jurisdictions and rates, and the right taxability defaults.
Payroll integrated
So the ledger and the filings agree without a monthly reconciliation exercise.
Desktop to Online migration
Including the parts the automatic migration tool quietly drops.
Cleanup, when it was set up wrong
This is at least half of the QuickBooks work that comes through the office.
Uncategorized Income and Expense cleared
The single most common finding, and the one that makes the P&L useless.
Duplicate and orphaned accounts merged
Usually created by an over-eager bank feed.
Loans split properly
Interest to expense, principal to the liability, which is almost never right on arrival.
Owner draws and contributions reclassified
Out of revenue and cost of sales, where they do not belong.
Undeposited Funds cleared
The account that quietly accumulates for years.
Prior periods locked
So a corrected year cannot be changed underneath the filed return.
QuickBooks fees
Fixed fee for setup and training. Cleanup is quoted after a file review.
| New file setup Chart of accounts, opening balances, feeds, items |
$850 |
| Desktop to Online migration Including post-migration verification |
$1,150 |
| File cleanup Quoted after review, typically |
$650 – $2,800 |
| Training Per session, at your office or ours, up to three people |
$225 / session |
| Ongoing support Monthly retainer, questions answered within one business day |
$150 / month |
General information, current for the 2026 filing season and not a substitute for advice on your own facts. Tax law changes, and the answer for your situation may differ. Speak to us before acting on anything you read here.
Questions
QuickBooks Setup — the questions we are asked most
Should I use QuickBooks Online or Desktop?
Online for nearly everyone now, and Intuit is steadily pushing that way. Desktop still wins for inventory-heavy businesses and for job costing in construction, and we run both.
Can you fix a file somebody else set up?
That is most of this work. We review the file first and quote the cleanup before starting, so you are not signing up for an open-ended project.
Will you train my staff?
Yes, in person at the Roosevelt Avenue office or at your premises, in English or Spanish. Sessions run about ninety minutes and we leave a written one-page reference behind.
Do you do this for Xero?
Yes. Less demand, same work.
Related
Often needed alongside this
Advisory
Business Formation
Entity selection, formation, EIN, elections and registrations — set up correctly the first time, which is far cheaper than fixing it.
The first conversation is free
Talk to a CPA before you decide anything
Twenty minutes on the phone or across a desk on Roosevelt Avenue. Bring last year's return if you have one — most of what we need in order to quote you is already in it.