QuickBooks Online Setup for Contractors & Service Businesses
CoreBooks Bookkeeping helps contractors, trades, and other service-based businesses start with an organized QuickBooks Online file, a practical chart of accounts, connected bank and credit card accounts, and a reporting foundation that fits the way your business operates.
From customers and jobs to bank accounts, credit cards, income, purchases, and expenses, I set up the bookkeeping structure you need to start recording transactions accurately from day one.
Already using QuickBooks Online but your file needs correction? Visit QuickBooks Cleanup →
Who Needs QuickBooks Online Setup?
- Business owners starting with QuickBooks Online for the first time
- Businesses moving from spreadsheets or manual bookkeeping to QuickBooks Online
- New businesses that need an organized bookkeeping foundation from the beginning
- Businesses that need their chart of accounts, bank and credit card accounts, and opening balances set up properly
- Businesses preparing to begin ongoing monthly bookkeeping in QuickBooks Online
An organized QuickBooks Online setup gives your bookkeeping a stronger foundation from the start.
A practical setup includes an organized chart of accounts, appropriate bank and credit card connections, opening balances, and the bookkeeping structure needed to categorize transactions and produce useful financial reports going forward.
What's Included in QuickBooks Online Setup
Chart of Accounts Setup
I create a practical chart of accounts for your business so income, expenses, assets, liabilities, and equity are organized in the appropriate accounts for ongoing bookkeeping and reporting.
Bank & Credit Card Account Setup
I set up the appropriate bank and credit card accounts in QuickBooks Online and guide you through connecting eligible financial accounts so downloaded transactions are ready for review and categorization.
Customer, Vendor & Service Organization
I help set up the customer, vendor, and service information needed to keep your QuickBooks file organized and support the way your business records income, purchases, and expenses.
Opening Balances & Reporting Foundation
I establish available opening balances for the appropriate accounts and organize the bookkeeping structure so your Profit & Loss and Balance Sheet have a reliable foundation as transactions are recorded and reconciled.
My QuickBooks Setup Process
Discovery & Review
I learn how your business operates, what accounts you use, and what information you need from QuickBooks Online.
Setup & Configuration
I configure your QuickBooks Online file, chart of accounts, bank feeds, categories, invoicing settings, and reporting foundation.
Review & Next Steps
I review the setup with you and explain how the file is organized. If you need ongoing support, I can transition you into monthly bookkeeping.
Need ongoing support after setup? Learn about Monthly Bookkeeping →
Frequently Asked Questions
No. If you're not yet using QuickBooks Online, I can help establish your file, chart of accounts, appropriate bank and credit card accounts, opening balances when available, and the bookkeeping structure needed to get started.
No. I work exclusively in QuickBooks Online and do not provide ongoing support for QuickBooks Desktop.
Yes. If you're currently tracking your business finances in spreadsheets or manually, I can use the available records to establish an organized QuickBooks Online bookkeeping foundation. The exact setup depends on the information available and the opening balances that need to be established.
No. QuickBooks Online Setup is for a new or newly adopted QuickBooks Online file that needs an organized bookkeeping foundation. QuickBooks Cleanup is for an existing QuickBooks file with problems such as miscategorized or duplicate transactions, reconciliation issues, or an unclear chart of accounts.
Yes. After your QuickBooks Online setup is complete, monthly bookkeeping is available to help keep your transactions categorized, accounts reconciled, and financial records current going forward.
Ready to Start QuickBooks Online with a Stronger Foundation?
CoreBooks can help you start with an organized QuickBooks Online file, a practical chart of accounts, appropriate bank and credit card accounts, and opening balances when available so your bookkeeping has a reliable foundation from the beginning.
Schedule a free consultation to discuss your business, the records you already have, and what needs to be set up before you begin using QuickBooks Online.
Book Your Free ConsultationCertified QuickBooks ProAdvisor serving contractors, trades, and service-based businesses in Rego Park, Queens, NYC, and across the U.S.