QuickBooks Online Setup

Start your books right, and they stay right.

A QuickBooks Online file built correctly from day one saves you from the cleanup later. We set up your file, build a chart of accounts that fits your industry, and connect your bank and credit cards, all for one flat fee.

Set up my QuickBooks Online · $345

One-time flat fee. No monthly commitment required.

Is this you?

Signs you’re ready for a professional setup

If one or more of these sounds familiar, now is the easiest (and least expensive) time to get your books on solid ground.

  • You just launched or formed your business and want your books right from the start
  • You’ve been tracking income and expenses in a spreadsheet, a notebook, or your banking app
  • You opened a business bank account and want it connected to your books from day one
  • You’re not sure which income and expense categories your industry actually needs
  • Your tax preparer asked for organized books and you don’t have any yet
  • You’d rather not spend a weekend watching setup tutorials and guessing
How it works

What your QuickBooks Online setup includes

Setup is more than creating a login. It’s the foundation every future report, reconciliation, and tax return is built on.

1

We create your QuickBooks Online file

Your company file is set up with your business details and core settings configured correctly, so it’s ready to use from the first transaction.

2

We build a chart of accounts for your industry

The generic default list rarely fits real businesses. We build categories around how your industry earns and spends money, so your Profit & Loss makes sense and tax time goes smoother.

3

We sync your bank and credit card accounts

Your business bank and credit card accounts are connected to QuickBooks Online, so transactions flow in automatically instead of being typed in by hand.

Why setup matters

The cheapest cleanup is the one you never need

We clean up QuickBooks files every week, and the problems almost always trace back to setup: the wrong categories, missing accounts, and bank feeds that were never connected properly. Getting it right at the start costs a fraction of fixing it later.

$345Set it up right, once
Months of reworkUntangling a file that was set up wrong
Why AdminBooks

Two decades of building books that work

We’re a fully virtual, QuickBooks Online focused firm. We’ve seen what a well-built file makes possible and what a rushed one costs, and we set yours up accordingly.

20+ yrsHelping business owners with their books since 2003.
100%Virtual and paperless, so we can work with you anywhere in the U.S.
QBOCertified, QuickBooks Online specialized team.
2024PASBA Accounting Firm of the Year.
FAQ

QuickBooks Online setup, answered

What does the $345 setup include?

Three things: creating your QuickBooks Online file, building a chart of accounts based on your industry, and syncing your business bank and credit card accounts to QuickBooks. It’s a one-time flat fee.

Why not just set up QuickBooks Online myself?

You can, but the default settings and generic chart of accounts don’t fit most businesses. Small setup mistakes compound every month, and they tend to surface at tax time. A professional setup gives you a file that reports accurately from day one.

Do I have to sign up for monthly bookkeeping too?

No. Setup is a standalone service. If you’d like us to keep your books current after setup, we’re happy to talk about ongoing bookkeeping, but it’s never required.

I already have a QuickBooks Online file. Is this for me?

Probably not. Setup is designed for businesses starting fresh. If your existing file is disorganized or behind, our QuickBooks Online cleanup or catch-up bookkeeping service is a better fit. A $97 QBO Health Check will tell you exactly which one you need.

I’m switching from QuickBooks Desktop or another platform. Do I need setup?

Not quite. If you have existing books you want to bring over, you need a migration instead. We move your data into QuickBooks Online so your history comes with you. Learn more about our QuickBooks Online migration service.

Can you work with my business if I’m not in California?

Yes. AdminBooks is fully virtual and works with business owners across the United States.

Build it right the first time.

One flat fee, a file built for your industry, and accounts that sync on their own. Your future self (and your tax preparer) will thank you.

Set up my QuickBooks Online · $345