QuickBooks Setup
for Small Business.
Done Right from Day One.
A proper QuickBooks setup for small business saves hours every month and prevents costly errors at tax time. We configure everything correctly — chart of accounts, bank feeds, integrations, and more.
QuickBooks Setup Pricing
Starting at $250 — One-Time Project
Everything Included
What's Included in Your QuickBooks Setup
Every setup is complete — not a partial configuration. Your QuickBooks will be fully ready to use from day one.
Company Profile & Settings
Business info, fiscal year, tax ID, invoice preferences
Chart of Accounts
Industry-specific, clean, and tax-ready from day one
Bank & Credit Card Feeds
Live connections to all your financial accounts
Third-Party App Integrations
PayPal, Square, Shopify, Gusto, and more
Customers & Vendors
Import existing contacts and set up billing terms
Invoice & Estimate Templates
Branded, professional templates ready to send
Opening Balances
Accurate starting point so your books are correct from day one
User Permissions
Secure access levels for you, your team, and your accountant
Our Process
How the QuickBooks Setup Works
A structured process that gets your QuickBooks configured correctly — and makes sure you know how to use it.
Discovery Call
We learn your business type, industry, and goals so your QuickBooks setup is tailored to how you actually operate — not a generic template.
Chart of Accounts Build
We create a clean, industry-appropriate chart of accounts that makes your financials easy to read and tax-ready from day one.
Company File Configuration
All company settings, fiscal year, tax ID, and preferences are configured correctly so QuickBooks works the way your business needs it to.
Bank & App Connections
We connect your bank accounts, credit cards, and any third-party apps (PayPal, Square, Shopify, etc.) so transactions flow in automatically.
Opening Balances & History
Starting balances are entered accurately so your books reflect reality from the very first day — no gaps, no guesswork.
Walkthrough & Handoff
We walk you through your new setup, show you the daily workflow, and make sure you're confident using QuickBooks before we hand it off.
The Difference
DIY Setup vs. LedgerCore Setup
DIY QuickBooks Setup
- Generic chart of accounts that doesn't fit your business
- Bank feeds connected wrong or not at all
- Opening balances entered incorrectly
- Tax categories set up wrong from day one
- Hours lost watching YouTube tutorials
- Costly errors discovered at tax time
- No one to call when something breaks
LedgerCore QuickBooks Setup
- Industry-specific chart of accounts built for your business
- All bank feeds and apps connected and tested
- Accurate opening balances from day one
- Tax categories configured correctly upfront
- Setup complete in 1–3 business days
- Books are accurate and tax-ready immediately
- Walkthrough session so you know exactly what to do
Common Questions
QuickBooks Setup FAQ
Everything you need to know before getting started.
Ready to Set Up QuickBooks the Right Way?
We'll review your situation and provide a quote before any work begins. No commitment required.
Certified ProAdvisor • Starting at $250 • Serving Clients Remotely in Select U.S. States
Also Available from LedgerCore Solutions