QuickBooks Setup & Training

QuickBooks Setup & Training is my all‑in‑one onboarding service that turns QuickBooks from a confusing screen into a tool you actually understand and trust. I start by setting up a new QuickBooks Online file (or cleaning up an existing one), customizing the chart of accounts to match your business, and connecting your bank and credit card feeds so transactions flow in automatically and correctly.

From there, I build practical templates for invoices, estimates, and receipts, and I adjust key settings-such as sales tax, classes, and products or services-so they mirror how you operate day to day. The result is a bookkeeping environment that matches your real workflow, not a generic setup that fights you at every turn.

Once the file is ready, I meet with you for a two‑hour one‑on‑one training session. During that time, I show you how to send invoices, record customer payments, categorize expenses, handle transfers, and read your basic reports. I encourage questions as we go, working at your pace and using your actual transactions so the training feels real, not theoretical.

After the session, you are not left on your own. You receive 30 days of email support for QuickBooks questions, so when you forget a step or run into an odd transaction, you can ask for help and get a clear written answer. If you later decide you would rather have me handle your monthly bookkeeping entirely, I can transition you into a Starter, Growth, or Premier plan without redoing the setup you already paid for.

As a Certified QuickBooks ProAdvisor based in Winnsboro, TX, I bring both software expertise and tax awareness to your setup, helping you avoid common mistakes that cause headaches at year‑end.