CUSTOM setup for QUICKBOOKS® ONLINE

A Custom QuickBooks Online setup typically includes a tailored configuration of your accounting software to align with your specific business needs. 

This may encompass:

Company Profile: Setting up your business information, logo, and contact details.

Chart of Accounts: Customizing account categories to match your industry, ensuring accurate financial tracking.

Products and Services: Adding your products or services to streamline invoicing and inventory management.

Bank and Credit Card Feeds: Integrating your bank and credit card accounts for seamless transaction syncing.

Invoice Templates: Designing branded and professional invoice layouts for client communication.

Sales Tax Setup: Configuring accurate sales tax rates based on your location and compliance requirements.

Expense Categories: Creating expense categories that reflect your business expenses for better expense tracking.

User Access: Setting up user roles and permissions to control access to sensitive financial data.

Bank Reconciliation: Guiding you through reconciling bank statements with your QuickBooks records.

Integration with Apps: Connecting and configuring third-party apps