QuickBooks System Design, Setup & Configuration

Getting started on the right foot with our Quickbooks setup services.

Understanding your business needs and how QuickBooks can make your processes more efficient drives the decisions we make together. You can save time and avoid costly mistakes later on.

Get started with QuickBooks

System Design

Starting with a thorough needs analysis we identify your short and long-term business goals. Your system is designed to work now and will also accommodate the ongoing growth of your company many years forward.

Our initial discovery checklist includes:
  • Understanding where your business processes can be more efficient
  • Selecting the right software package that fits your business needs best
  • Factoring in scalability
  • Identifying any 3d party applications that need to integrate with your system
  • Determining if custom programming is needed
  • Developing a plan for setup and configuration

QuickBooks Setup

Based on the plan we develop for you in step 1, we will
  • Install and configure Quickbooks in your current local or hosted environment
  • Set up user access, roles and permissions
  • Customize your preferences


Once we have QuickBooks set up and running, we will:
  • Customize your Chart of Accounts, Customer/Vendor Lists, Invoices, Purchase Orders and other forms, Payroll, Taxes, Inventory, Fixed Assets, reports and much more
  • Implement any customizations to extend QuickBooks functions

Quickbooks-setup services and system design

Get your team set up the right way. If you wish QuickBooks could do more, learn more about our Custom Development Services.

"Alex Flores did an amazing job customizing the QuickBooks Enterprise program for our very complicated inventory setup. His patience and expertise in training our staff made the transition from our old system to the new a smooth and painless process."

"WOW! Kristin was a superb teacher. She explained each task so that we understood but were not overwhelmed. And she has a relaxed and humorous manner that made a potentially scary (or boring) subject readily accessible. I am so glad I took this class!"

"Not only is Kristin an exceptional presenter on QuickBooks, she is thoughtful and responsive to her students needs. Her presentation was a helpful introduction to QB and she has provided 1:1 support several times as follow up. Kristin is always willing to get on the phone to walk through challenges and provide support and solutions. I will work with Kristin as much as I can! I recommend her wholeheartedly!"

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Ready to get your QuickBooks set up and configured the way you want it?

Wonder if QuickBooks can work the way you always wished it would? It can.

Contact us