QuickBooks & Xero Setup — Basic

Professional QuickBooks or Xero Setup for Your Business

Start your bookkeeping with the right foundation. Our QuickBooks & Xero Setup — Basic package professionally configures your accounting software so your business is ready to record income, expenses and financial activity correctly.

This one-time service is ideal for new businesses or businesses that have recently opened a QuickBooks Online or Xero account and need help setting everything up properly.

What You Get:

• Professional setup of 1 QuickBooks Online or Xero account
• Setup for 1 business entity
• Customized Chart of Accounts
• Business information and accounting settings configuration
• Setup of up to 2 bank or credit card accounts
• Bank-feed connection assistance where supported
• Basic income and expense categories
• Setup of up to 10 customers
• Setup of up to 10 vendors or suppliers
• Basic invoice and payment settings
• Basic invoice template setup using your business information
• Opening balance entry where accurate figures are supplied
• Basic Profit & Loss and Balance Sheet configuration
• Final setup review
• 1 revision round within the original setup scope

Ideal For:

• New businesses
• Freelancers and consultants
• Small service businesses
• Businesses starting with QuickBooks Online or Xero
• Business owners moving away from spreadsheets

Supported Software:

QuickBooks Online or Xero.

Estimated Turnaround:

Approximately 2–4 business days after receiving the required business information and software access.

Important:

This package covers accounting software setup only. Monthly bookkeeping, historical bookkeeping cleanup, tax preparation, tax filing, payroll setup and extensive data migration are not included.