A Proper QuickBooks SetupSets Your Business Upfor Success.
We set up QuickBooks Online the right way-so your books are accurate, organized, and ready to grow with your business. No guesswork. No mess. Just clarity and confidence.
or needing a clean setup before monthly bookkeeping begins.
QuickBooksCertified ProAdvisor
QuickBooks OnlineSetup Specialist
Reliable, Accurate &Confidential Service
Sound Familiar?
feels overwhelming.
settings to use.
Your chart of accountsis a mess (or missing).
Reports don’t showwhat you need.
aren’t set up correctly.
What’s Included in Our QuickBooks Setup
Company File
Setup
We create your company
file and configure all
essential settings.
Chart of
Accounts
We build a custom
chart of accounts
that fits your business.
Bank & Credit Card
Connections
We securely connect your
accounts for accurate
transaction tracking.
Preferences
Configuration
We adjust settings to
QuickBooks works the
way your business works.
Items, Services &
Customers
We set up items, services,
and customer profiles
for smooth operations.
Vendors &
Expenses
We organize your vendors
and expense categories
the right way.
Reports
Setup
We customize your reports
so you get the insights
you actually need.
A proper QuickBooks setup helps you avoid costly mistakes, saves time, and gives you clear, accurate financials.
Reports You’ll Have Access To
Profit & Loss StatementA/R Aging SummaryBalance SheetA/P Aging SummaryCash Flow ReportCustom ReportsOur Simple 4-Step Setup Process
Discover
We learn about your business and your bookkeeping needs.
Set Up
We set up QuickBooks with the right structure and best practices.
Review
We review everything with you to ensure accuracy and clarity.
Support
We’re here to support you as your business grows.
This Service Is a Good Fit If You:
✓ Switching to QuickBooks Online
✓ Need a clean, organized setup
✓ Want accurate books from the start
✓ Need better reporting and visibility
✓ Want a system that grows with you
What’s Included
What’s Not Included
QuickBooksCertified ProAdvisor
QuickBooks OnlineSetup Specialist
Reliable &Confidential
10+ YearsBookkeeping Experience
to help keep your records accurate, reconciled, and up to date.
Frequently Asked Questions
Do I need QuickBooks setup if I already have QuickBooks Online?⌄
Yes, if your settings, chart of accounts, bank feeds, vendors, customers, or reports are not organized correctly.
What is the difference between setup and cleanup?⌄
Setup builds the system correctly. Cleanup fixes past errors, incorrect transactions, or messy books already inside QuickBooks.
Can you connect my bank and credit card accounts?⌄
Yes. We help connect your bank and credit card accounts so transactions can flow into QuickBooks more smoothly.
Will I know how to use QuickBooks after setup?⌄
Yes. We review the setup with you so you understand how your QuickBooks file is organized and where to find key reports.
What happens after setup is complete?⌄
You can manage QuickBooks yourself, or BDE can provide monthly bookkeeping support to keep your books accurate and up to date.
How long does QuickBooks setup take?⌄
Timing depends on your business, number of accounts, and how much setup is needed. We review the timeline during your setup review.