QuickBooks Online Set Up & Cleanup Services

Customized bookkeeping setup designed around your unique business operations. Get your QuickBooks set up right the first time, every time.

Essential Setup

• Connect and sync bank & credit card accounts (1–3 accounts)

• Organize and streamline your Chart of Accounts for clarity

• Set up Vendors & Customers lists for clean future entries

• Categorize & reconcile up to 3 months of transactions

• Configure your report layouts (P&L + Balance Sheet)

• Optional Payroll connection (if needed)

• Final review to ensure your books are clean and ready for monthly support

Standard Cleanup

• Connect and sync 3–5 bank/credit card accounts

• Reconcile up to 12 months of financial activity

• Correct duplicates & miscategorized expenses

• Clean up Accounts Receivable, Accounts Payable & Undeposited Funds

• Restructure Chart of Accounts to match how your business works

• Clean, merge, or organize Vendors & Customers

• Prepare clear, accurate foundational financial reports

Deep Cleanup / Catch-Up

• Rebuild accurate financial history for 12+ months

• Correct opening balance errors and account discrepancies

• Reconstruct expense categories for clarity and consistency

• Map reimbursables, program/project costs, or revenue streams correctly

• Document all adjustments for full transparency and audit-readiness

• Deliver a clean, accurate set of books you can confidently move forward with

Turn Around: 7 Days

Turn Around: 10-14 Days

Turn Around: 14-21 Days

Get Started TODAY...Schedule Your Free Consultation Call!!

💡New to QuickBooks Online, Learn More Here About Special Discounts on Subscriptions.

Starting at $650

Starting at $650

Starting at $650

Starting at $1,200

Starting at $2,200