Quickbooks Setup
& Training
Your bookkeeping system doesn’t have to be complicated.
NEW TO QUICKBOOKS OR READY FOR A BETTER SYSTEM?
That’s exactly what we’re here for.
Whether you plan to manage QuickBooks yourself or have LedgeGo handle your monthly bookkeeping afterward, we’ll build the system around the way your business actually works.
We’ll organize the foundation, configure QuickBooks properly, and make sure you understand how everything works. If you’re managing the books yourself, we’ll train you on the day-to-day. If we’re taking over monthly bookkeeping, you’ll start with a clean, organized system that’s ready for us to work in.
Either way, you start with QuickBooks set up correctly —
and a system you can actually understand.
WHY QUICKBOOKS ONLINE?
A Powerful Bookkeeping Platform For Growing Businesses
QuickBooks Online helps you track income and expenses, manage invoices and payments, connect your bank accounts, and get a clear view of your financial information — all in one, easy-to-use platform.
Why we use QuickBooks Online: it gives growing businesses a flexible system that can scale with them, keeps the books accessible, integrates with many common business tools, and makes it easier to collaborate with a bookkeeper, CPA, or other financial professional when needed.
Check your financials whenever, wherever — from your laptop or the QBO app.
Access your books anywhere.
With one click, know exactly where your money is coming from and where it's going.
See how your business is performing.
One home for your books, so you always know where to find what you need.
Your books stay in once place.
You always own your books.
Your QuickBooks account stays yours, even if we stop working together.
What’s Included In
QuickBooks Setup & Training
QuickBooks account setup and configuration
Set up the company file, business details, settings, and the foundation of the account.
Chart of accounts built and customized
Organize income, expenses, assets, liabilities, and equity so the books reflect how the business actually operates.
Bank, credit card, and app connections
Connect the financial accounts and relevant tools that need to feed into QuickBooks.
Invoices, payments, and everyday workflows
Configure the parts of QuickBooks you’ll actually use and show you how your routine transactions should flow through the system.
Establish a clean starting point
We’ll enter the balances and other information needed to begin using QuickBooks from an appropriate start date, so your new system begins on solid footing.
Personalized QuickBooks training
Walk you through your actual account so you know where things are, what to do regularly, and how to avoid common mistakes.
SWITCHING FROM ANOTHER BOOKKEEPING SYSTEM?
We can discuss whether your existing data should be migrated into QuickBooks. Historical conversions may require a separate scope depending on the amount and condition of the data.
Testimonials
Hear From Those We’ve Helped
THE BENEFITS OF SETUP & TRAINING
Start Right. Stay In Control.
Start with a system built around your business.
Your accounts, settings, connections, and workflows are structured correctly from day one instead of pieced together as problems appear.
Small setup mistakes can turn into reconciliation problems, incorrect balances, and unreliable reports over time.
Avoid expensive cleanup later.
Know your books have a solid foundation.
Whether you manage them temporarily or hand them off immediately, you’re starting with clean structure and reliable information.
A well-built system makes ongoing bookkeeping much easier — whether you choose to manage it for a while or hand it off to LedgeGo.
Make future bookkeeping easier.
QUICKBOOKS SETUP & TRAINING PRICING
Pricing that fits your setup.
Every business uses QuickBooks a little differently.
Your project price will depend on things like how your business operates, the number of accounts and connections involved, the workflows you need configured, and the level of training you need.
QUICKBOOKS SETUP & TRAINING STARTS AT
$500
Price includes setup and configuration of your QuickBooks Online account, plus one 60-minute personalized training session in your QuickBooks account.
Additional training: $175/hour
If your books need cleanup or historical conversion before the new setup can be completed, we’ll identify that separately and let you know what additional work is needed before moving forward.
The Credentials Behind LedgeGo
A foundation in accounting. Trusted tools. Real expertise.
Honors B.S. in Accountancy, 2013
Valedictorian, Summa Cum Laude — Highest Honors
M.S. in Accountancy, 2014
Summa Cum Laude
DID YOU KNOW?
QuickBooks doesn’t do the bookkeeping for you.
A BOOKKEEPER DOES.
QuickBooks gives you the tools to organize and manage your books, but the software still needs someone to make sure the accounting behind it is right.
Transactions need to be reviewed. Accounts need to be reconciled. Payments, transfers, fees, payroll activity, loans, refunds, and unusual transactions need to be handled correctly. And each month, the books need to be reviewed so mistakes don’t quietly build up.
You can absolutely manage QuickBooks yourself. But you don’t have to.
If you’d rather spend your time running your business, LedgeGo can take the bookkeeping off your plate after your setup is complete. Because we built the system, we already know how your books are structured — which makes the transition into monthly bookkeeping especially seamless.
We can set it up. Teach you how it works.
And if you decide you’d rather not spend your time doing it, we can take it from there.
Here’s exactly what happens next.
We make it easy to get QuickBooks set up. Here’s what you can expect.
Book a free call
Tell us about your business, what you’re using now, and what you need help with.
We review your setup
We’ll look at how your business works and what your QuickBooks account needs.
You get a proposal
We’ll send you a clear scope and project price before any work begins.
You approve & sign
Once you accept the proposal, we’ll send your engagement letter for signature.
We set it up
We’ll build and configure your QuickBooks system around your business.
We train you
We’ll walk through your account together so you know how to use it confidently.
Ready to get started? Choose a time below ↓
You take care of the business.
We’ll take care of your books.
We take the privacy and confidentiality of your information seriously.
Any information you share with us is handled with care and kept confidential in accordance
with our privacy practices. Learn more in our Privacy Policy.