QuickBooks & Xero Setup — Pro

Complete QuickBooks or Xero Setup for a Growing Business

Our QuickBooks & Xero Setup — Pro package provides a more complete accounting system setup for businesses that need multiple financial accounts, customer and vendor records, stronger reporting and a professionally organized Chart of Accounts.

We configure your QuickBooks Online or Xero account so your bookkeeping system is organized and ready for ongoing financial management.

What You Get:

• Professional setup of 1 QuickBooks Online or Xero account
• Setup for 1 business entity
• Customized and structured Chart of Accounts
• Business and accounting settings configuration
• Setup of up to 5 bank, credit card or payment accounts
• Bank-feed connection assistance where supported
• Detailed income and expense category setup
• Setup of up to 30 customers
• Setup of up to 30 vendors or suppliers
• Accounts Receivable settings configuration
• Accounts Payable settings configuration
• Professional invoice template setup
• Payment-term and due-date settings
• Opening balance entry where accurate figures are supplied
• Basic product or service item setup for up to 20 items
• Profit & Loss Statement configuration
• Balance Sheet configuration
• Cash Flow reporting configuration where supported
• Basic financial report customization
• Review of the completed accounting setup
• Summary of the main settings configured
• 2 revision rounds within the original setup scope

Ideal For:

• Growing small businesses
• Agencies and professional service companies
• Businesses with several bank or credit card accounts
• Companies working with multiple customers and vendors
• Businesses preparing for professional monthly bookkeeping

Supported Software:

QuickBooks Online or Xero.

Estimated Turnaround:

Approximately 3–5 business days after receiving the required information and software access.

Important:

This package covers accounting software setup and configuration. Monthly bookkeeping, historical cleanup, tax preparation, tax filing and complex accounting-system migration are not included.