QuickBooks Online (QBO) or Xero Setup
Starting at
$
300
About this service
Summary
FAQs
Why is setting up QBO or Xero correctly important?
Proper setup ensures accurate financial data, seamless reconciliation, and tax reporting. It saves time in the long run and avoids potential mistakes in your books.
Do I need an accountant to set up QBO or Xero?
While QBO and Xero are user-friendly, it’s recommended to work with an accountant, especially if you have complex financial data, to ensure your setup is accurate and compliant with accounting standards.
How long does the QBO or Xero setup process take?
The setup time varies based on your business size and complexity. For a small business with straightforward needs, it could take a few hours. Larger businesses may require more time for data import and customization.
What's included
Correct Company Settings
The right company settings set the stage for flawless bookkeeping and reporting.
Simplified Chart of Accounts
Ensure financial clarity with a chart of accounts tailored to meet your business needs.
Start Strong with Correct Balances
Correct opening balances make reconciliations simple.
Questions and Follow-Up Discussion
A follow-up meeting to review your setup, answer any questions, and provide expert recommendations for maintaining accurate bookkeeping.
Duration
2 weeks
Skills and tools
Financial Advisor
Bookkeeper
Account Manager
Microsoft Excel
Quickbooks
Xero
Industries