QuickBooks & Xero Setup — Premium

Advanced QuickBooks or Xero Setup for More Complex Business Operations

Our QuickBooks & Xero Setup — Premium package provides a comprehensive accounting software setup for established or growing businesses that need a more detailed financial structure, multiple accounts, larger customer and vendor lists and customized reporting.

We professionally configure your QuickBooks Online or Xero account so your financial system is organized, practical and ready for ongoing bookkeeping and business reporting.

What You Get:

• Professional setup of 1 QuickBooks Online or Xero account
• Setup for 1 business entity
• Advanced customized Chart of Accounts
• Business and accounting settings configuration
• Setup of up to 10 bank, credit card or payment accounts
• Bank-feed connection assistance where supported
• Detailed income, expense, asset and liability category setup
• Setup of up to 75 customers
• Setup of up to 75 vendors or suppliers
• Accounts Receivable workflow configuration
• Accounts Payable workflow configuration
• Professional invoice and estimate template setup
• Customer payment-term configuration
• Vendor payment-term configuration
• Opening balance entry where accurate figures are supplied
• Product or service item setup for up to 50 items
• Tracking categories, classes or locations setup where supported and required
• Profit & Loss Statement configuration
• Balance Sheet configuration
• Cash Flow reporting configuration where supported
• Customized management-report setup where available
• Basic recurring transaction setup for up to 10 recurring transactions
• Review of customer and vendor account structure
• Final accounting-system quality review
• Summary of major settings and configurations completed
• List of any outstanding information required from the business owner
• 2 revision rounds within the original setup scope

Ideal For:

• Established small and medium-sized businesses
• Businesses with more complex financial activity
• Companies using multiple bank and payment accounts
• Businesses with larger customer and supplier databases
• Companies preparing for ongoing professional bookkeeping and reporting

Supported Software:

QuickBooks Online or Xero.

Estimated Turnaround:

Approximately 5–7 business days after receiving the required information and software access.

Important:

This package covers accounting software setup and configuration. It does not include ongoing monthly bookkeeping, extensive historical cleanup, tax preparation, tax filing, payroll processing or complex migration from another accounting platform.