QuickBooks Online Setup
Complete setup of your QuickBooks Online account including chart of accounts, products/services setup, and basic automation.
PRICING
REGULAR PRICE
ADDITIONAL CUSTOMIZATIONS
$299
+ $75 / HOUR
OVERVIEW
QuickBooks Online is a powerful accounting software that helps you manage all your business finances in one place. It works through the internet, so you can access it anywhere, anytime.
This software does much more than just track your cash flow. It helps you create invoices, record daily sales and expenses, run financial reports, and prepare your taxes. Think of it as your complete financial command center.
Setting up QuickBooks Online properly is crucial for your business success. When done right, it:
Saves you time by automating repetitive tasks
Shows you how your business is doing in real-time
Keeps your financial records organized and tax-ready
Makes it easy to track money coming in and going out
The setup process is like building a strong foundation for your house. It organizes your accounts, creates smooth workflows for your daily tasks, and puts safeguards in place to keep your data accurate. This careful setup ensures you can easily monitor your business's health and manage your finances without headaches.
WHEN AND WHY DO YOU NEED IT
You might need QuickBooks Online setup at different stages of your business journey. For new businesses, it helps you start tracking your finances the right way from day one. Starting with a proper setup helps you avoid common mistakes and build good financial habits from the beginning.
For existing businesses, you might need setup services when moving from another accounting system.
Professional setup is especially helpful if you're facing common challenges like:
Your Excel spreadsheets are becoming too complex to manage
You're not sure how to set up your chart of accounts correctly
Your current system can't connect to your bank accounts or payment processors
You need help organizing your accounts for tax categories
You might also need professional setup when your business is growing and your current accounting method isn't working anymore. This often happens when you need to track sales for different products or create better reports for your business. Many businesses also need help when they start selling more items or working with outside contractors.
HOW IT GENERALLY WORKS
Setting up QuickBooks Online is like building a strong foundation for your business finances. Let's break down how the process works in simple steps.
First Phase: Getting to Know Your Business
It all starts by learning about your business - how you make money, what you sell, and how you handle payments. Whether you're selling products, providing services, or both, affects accounts structure. This helps us understand what features you'll need most in QuickBooks Online.
Second Phase: Setting Up Your Financial Framework
Next, follows your basic financial structure in QuickBooks. This includes:
Setting up different account types (like checking accounts and credit cards)
Creating categories for your money coming in (revenue accounts)
Setting up categories for money going out (like rent and utilities)
Organizing your asset accounts (things your business owns)
Setting up liability accounts (money your business owes)
Third Phase: Customizing Your System
A further refining matches QuickBooks to how you work. This includes:
Setting up accounts receivable to track money customers owe you
Creating accounts payable to manage bills
Establishing payment terms of 30 days for your customers
Setting up user permissions for your team members
Creating security controls to protect your data
Fourth Phase: Connecting Everything Together
The final step is linking QuickBooks with your other business tools. Also, the QuickBooks Online mobile app works on various devices to help you manage your business on the go.
At this stage, you connect your:
Bank accounts
Credit cards
Payment processors
Online stores
Other business software you use
Note: Your QuickBooks Online subscription includes many features at no extra cost. Like any online service, access depends on your internet connection.
This process is especially applicable for small businesses. Keeping things simple ensures you have all the tools you need to:
Track your daily transactions
Monitor who owes you money
Manage your bills
Create professional invoices
Keep track of your expenses
Generate important financial reports
The goal is to make your QuickBooks Online system easy to use while powerful enough to handle all your business needs. Now, you can focus on running your business instead of worrying about your bookkeeping.
OUR PROCESS
At Logetica, we make QuickBooks easy start a reality with our simple four-step process:
1. Learning About Your Business (2-3 days)
First, we meet with you to understand:
How your business works
What financial reports you need
Your current way of tracking money
Any special requirements for your industry
Your goals for growth
2. Creating Your Custom Plan (1-2 weeks)
We then design your QuickBooks system, including:
Setting up your general ledger
Creating your balance sheet accounts
Organizing your expense accounts
Establishing equity accounts
Assigning clear account numbers for easy tracking
Planning how to generate your financial statements
3. Building Your System (1-2 weeks)
Next, we put everything into action:
Set up your QuickBooks account
Move over your existing financial data
Connect your bank accounts
Create your workflows
Test everything to make sure it works perfectly
4. Teaching and Supporting You
Finally, we make sure you're comfortable using your new system:
Show you and your team how everything works
Provide simple guides for daily tasks
Explain how to create basic reports
Offer support as you get used to the system
Stay available to answer questions
Every step is designed to make your transition to QuickBooks smooth and stress-free. We focus on teaching you the essential features first, then gradually introduce more advanced tools as you need them.
Remember, we're our support extends beyond the setup completion. Our goal is to make sure you're confident using QuickBooks to manage your business finances.
EXAMPLE CASE
To illustrate how QuickBooks Online setup transforms business operations, consider this theoretical scenario.
Meet Michael, the owner of a home renovation business. He was struggling to keep track of all his business finances. Paper receipts were piling up on his desk and customer deposits were in notebooks.
His payment records were across many spreadsheets. Every week, he had to dig through papers to figure out which suppliers needed payment.
Running multiple renovation projects made things harder. Michael often mixed up customer payments and referred them to wrong projects. He delayed payments of supplier bills as he frequently lost them in paperwork. Making estimates for new projects took hours, and tax time meant days of sorting through papers.
Everything changed when Michael got professional help setting up QuickBooks Online. The new system tracked each project separately and automatically matched all costs. His team could now take pictures of receipts with their phones, and the system reminded him when bills were due. Tasks that used to take hours now took minutes.
After three months, Michael found that some types of renovations made 40% more profit than others, helping him choose better projects. He could check his financials right from his phone while at work sites. When he needed a business loan, his organized records made it easy to apply. Six months later, he felt confident enough to take on bigger projects and hire more workers.
Have Questions?
Book a free 30-minute online consultation with us, and we will be happy to answer all your questions.