QuickBooks Setup & Training That Actually Works for Your Business
Stop fighting with QuickBooks and get it working the way your business actually operates. We'll set it up correctly the first time and teach you exactly what you need to know.
Just bought QuickBooks and feel overwhelmed
Keep making mistakes that mess up your books
Spend too much time figuring out where things go
Have QuickBooks but it's not set up for your business
This Service Is Perfect If You:
What's Included
Custom Configuration
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Industry-specific chart of accounts
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Product/service item setup
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Customer and vendor list organization
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Banking and credit card account connections
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Tax settings for Iowa businesses
Personalized Training
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One-on-one training sessions (2-3 hours total)
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Screen-sharing demonstrations
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Practical exercises with your actual data
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Written reference materials
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30 days of follow-up support included
Optimization Features
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Automated transaction rules
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Custom reports setup
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Invoice and estimate templates
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Backup and security protocols
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Integration with other business apps
Benefits & Features
Industry-Specific Setup
QuickBooks configured for your business type with the right accounts and categories from day one.
Time-Saving Automation
We'll set up rules and shortcuts that save you hours every month on routine bookkeeping tasks.
Ongoing Support
30 days of email and phone support included to answer questions as you start using your new system.
Training Materials
Receive custom documentation and quick-reference guides specific to your setup.
Frequently Asked Questions
How long does the setup process take?
Initial setup typically takes 3-5 business days. Training sessions are scheduled at your convenience within the following week.
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Can you convert data from my current system?
Yes, we can import data from Excel, other accounting software, or clean up existing QuickBooks files. We'll discuss the best approach during consultation.
What if I need help after the 30-day support period?
We offer ongoing support packages or can answer questions on an hourly basis. Many clients transition to our monthly bookkeeping service.
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Do you provide training for my staff?
Absolutely. We can train multiple team members and create role-specific access levels within QuickBooks.
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What version of QuickBooks do you recommend?
We'll recommend the best version based on your business needs and budget during our consultation.