QuickBooks Setup
A good QuickBooks setup saves hours every month and makes tax time painless. We configure QuickBooks the way an accountant would, so your books produce reliable reports from day one.
How Nelson & Associates handles QuickBooks Setup
Many QuickBooks problems start at setup: generic charts of accounts, bank feeds that create duplicates, sales tax configured incorrectly or inventory that doesn't track. We design your chart of accounts around your industry and your tax return, connect bank and credit card feeds, set up products and services, customers and vendors, and configure Florida sales tax.
We also help you choose the right QuickBooks Online plan for your business, connect apps such as payroll, payment processing and point of sale, and set up rules and recurring transactions to automate routine entries.
Who this is for
- New businesses starting their books
- Businesses moving from spreadsheets
- Companies switching from QuickBooks Desktop or another system
- Businesses adding inventory, classes or locations
- Owners who want to keep their own books correctly
- Restaurants, contractors and professional practices
Everything covered in our QuickBooks Setup service
- Help choosing the right QuickBooks plan
- Industry-specific chart of accounts
- Bank and credit card feed connections
- Opening balances and historical data import
- Florida sales tax configuration
- Products, services, customers and vendors setup
- Invoice and estimate templates
- Payroll, payments and app integrations
The paperwork behind QuickBooks Setup
| Chart of accounts | The list of categories behind every report |
|---|---|
| Opening balance sheet | Starting point for your books |
| Bank rules | Automatic categorization of recurring transactions |
| Sales tax settings | Rates and agencies for Florida and other states |
| Classes and locations | Tracking by department, project or site |
What we’ll need from you
Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.
- Business formation documents and EIN
- Bank and credit card statements
- Prior financial statements or tax return
- Customer, vendor and product lists
- Sales tax account information
How it works, step by step
Plan
We learn how your business runs and what reports you need.
Configure
We set up QuickBooks and connect your accounts.
Import
We bring in opening balances and historical data.
Train
We show you how to use it day to day.
Why clients choose us for QuickBooks Setup
Accountants, not just trainers
We set QuickBooks up the way your tax return and financial statements need it.
Industry-specific setup
Charts of accounts tailored to restaurants, contractors, practices and more.
Fast answers
Quick help when you're stuck, so small problems don't become big ones.
Clean books, lower fees
Well-kept books make year-end tax work faster and less expensive.
QuickBooks Setup across the United States
From our Doral office we provide QuickBooks Setup to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.
Services clients often pair with this
QuickBooks Training
One-on-one and team QuickBooks training tailored to how your business actually uses it.
Learn more QuickBooks ServicesQuickBooks Cleanup (QuickTune-Up)
Fix messy, behind or inaccurate QuickBooks files: reconcile accounts, correct categories and catch up months or years of books.
Learn more Business Accounting & AdvisorySmall Business Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements that keep your business accurate, tax-ready and easy to manage.
Learn more Business Accounting & AdvisoryNew Business Formation
Choose the right entity, register in Florida, obtain your EIN and set up accounting, payroll and tax elections from day one.
Learn moreMore in QuickBooks Services
QuickBooks Setup FAQs
5 answers to the questions clients ask most. Don’t see yours? Ask us directly.
Should I use QuickBooks Online or Desktop?
Most small businesses are best served by QuickBooks Online, which is accessible anywhere and integrates with many apps. We'll recommend what fits your needs.
Can you move my data from QuickBooks Desktop?
Yes. We convert and review the data so balances match after the move.
Can you set up inventory tracking?
Yes, depending on the QuickBooks plan, or through an integrated inventory app for more complex needs.
Do I need an accountant to set it up?
It's not required, but an accountant-designed setup avoids common mistakes that cost more to fix later.
Do you offer QuickBooks Setup outside Florida?
Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.
Talk to a CPA about QuickBooks Setup.
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.