QuickBooks Online Setup Services
Start Your Business With QuickBooks Online Set Up Correctly
Setting up QuickBooks Online correctly from the beginning can save hours of
bookkeeping work and help prevent accounting problems later.
J. Lynn Services provides professional QuickBooks Online setup services for small businesses that
want an organized accounting system built around the way their business operates.
I'm a U.S.-based degreed accountant with more than 30 years of accounting and bookkeeping experience, an Elite-Level QuickBooks ProAdvisor. I'll professionally set up and organize your QuickBooks Online account so you can begin tracking your business finances with confidence.
Professional QuickBooks Online Account Setup
QuickBooks Online includes many features and settings, but simply creating an account doesn't mean your bookkeeping system is ready to use. A professional QuickBooks Online account setup establishes the accounting structure your business needs before day-to-day bookkeeping begins. Your setup is customized based on your business, industry, accounts, assets, liabilities, and reporting needs. The goal is to create a clean and organized QuickBooks Online file that makes ongoing bookkeeping easier and produces more meaningful financial reports. Whether you're starting a new business, moving your bookkeeping to QuickBooks Online, or have an account that was created but never properly configured, J. Lynn Services can help.
What's Included in Your QuickBooks Online Setup?
QuickBooks Online Company Setup
Your company information, accounting preferences, fiscal year, and important
QuickBooks settings are reviewed and configured for your business.
Customized Chart of Accounts
Your Chart of Accounts is organized around your business and industry so income, expenses, assets, liabilities, and equity are categorized appropriately.
Bank and Credit Card Connections
Business bank and credit card accounts can be connected to QuickBooks Online so transactions can flow into the banking center for bookkeeping.
Business Assets and Liabilities
Existing business assets, loans, credit cards, and other liabilities can be established so your balance sheet accurately reflects the financial structure of your company.
Beginning Account Balances
When applicable, beginning balances are entered or reviewed to establish the proper starting point for your accounting records.
QuickBooks Settings and Preferences
Important company and accounting settings are reviewed to help ensure QuickBooks Online is configured appropriately for your business.
One-Hour Video Consultation
Your setup includes a one-hour video consultation to discuss your business, review the completed setup, answer questions, and help you understand your new QuickBooks Online accounting system.
QuickBooks Setup Customized for Your Small Business
Every business is different, and your accounting system should reflect those differences.
A construction company doesn't need the same accounting structure as a consulting firm. An e-commerce business may need different income and expense categories than a professional service company.
That's why I don't use a generic one-size-fits-all Chart of Accounts.
Your QuickBooks Online setup is customized around your company's activities and financial reporting needs. This makes your bookkeeping easier to maintain and helps produce financial statements that are more useful when evaluating your business.
Why Proper QuickBooks
Setup Matters
Many bookkeeping problems begin during the initial setup.
Duplicate accounts, an unnecessarily complicated Chart of Accounts, incorrect beginning balances, improper bank connections, and poorly configured settings can create problems that continue for months or even years.
Starting with a properly organized QuickBooks Online account can make transaction categorization, account reconciliation, month-end bookkeeping, financial reporting, and tax preparation easier.
It can also reduce the likelihood that you'll need an extensive QuickBooks cleanup later.
Start With QuickBooks. Continue With Professional Bookkeeping.
Once your QuickBooks Online account is properly set up, you can manage your own bookkeeping or continue working with J. Lynn Services for ongoing bookkeeping support.
Professional QuickBooks Online bookkeeping services are available for businesses that want their transactions categorized, accounts reconciled, books reviewed, and financial statements prepared regularly.
Having the same bookkeeping professional establish your accounting system and maintain it can provide greater consistency as your business grows.
Ready to Set Up QuickBooks Online?
Start with an accounting system that's organized correctly for your business.
With more than 30 years of accounting and bookkeeping experience and advanced QuickBooks Online credentials, J. Lynn Services can professionally set up your QuickBooks account so it's ready for day-to-day bookkeeping and financial reporting.
Professional QuickBooks Online setup for U.S.-based small businesses.