QuickBooks Online set-up and clean-up
A chart of accounts, bank feeds and reports built correctly from day one, or untangled if they were not. Set up by a QuickBooks Advanced Certified ProAdvisor.
What's included
New file set-up
Company settings, chart of accounts, products and services and tax settings built to suit your business.
Bank feeds and rules
Bank and card feeds connected, with rules so routine transactions are categorised consistently.
Clean-up
Existing files reviewed and corrected: miscoded transactions, duplicates, uncleared items and wrong tax settings.
Migration
Data brought across from spreadsheets or another package, with opening balances agreed.
Making Tax Digital for VAT
Your VAT scheme and Making Tax Digital connection set up for UK VAT returns.
Reports and handover
Reports set up for how you read your numbers, with notes on how the file is organised.
Who this is for
New businesses
A file built correctly from the first transaction.
Businesses with a messy file
Years of miscoding and unreconciled items untangled.
Businesses moving from spreadsheets
History carried across and a proper ledger started.
What we need from you
Send what you have. If anything is missing, we tell you exactly what to send.
- Your QuickBooks login, or we help you create the file
- Bank feed access
- Last year's accounts and trial balance, where available
- A list of customers, suppliers and open invoices
Common questions
Straight answers to what clients usually ask about this service.
Can you fix my existing QuickBooks file?
Yes. We review it first and tell you what needs correcting and what is best left alone. Then we clean it up and document the changes.
Is QuickBooks suitable for both UK and US businesses?
QuickBooks Online has region-specific versions, so a UK company and a US company use separate files with the right tax settings. We set up each file correctly.
Do you run the books after set-up?
If you would like us to. Many clients move from set-up to ongoing bookkeeping and reconciliation, but set-up is available on its own.
Need help with QuickBooks set-up?
Tell us about your situation and we will reply within one business day with a clear quote, or the questions we need answered first.