QuickBooks Online SetUp

If you're a small business owner or freelancer ready to take control of your finances, setting up QuickBooks Online the right way makes all the difference. At Wellspring Path Bookkeeping, I make it easy to start strong and stay confident with tailored QuickBooks setup and ongoing support.

I take the guesswork out of getting started. Your setup is custom-built to reflect your business—from the chart of accounts to tax categories and everything in between.

Includes:

• Business needs assessment
   
• QuickBooks Online account setup
   
• Custom chart of accounts
   
• Bank and credit card feed connections
   
• Tax category mapping
   
• Invoicing, payments, and reporting walkthrough
   

You’ll walk away with a clean, working system—and the knowledge to use it confidently.

Once you’re set up, you don’t have to go it alone. Whether you need help troubleshooting, answering questions, or staying on track—I'm just a message away.

Support options include:

• Monthly check-ins or on-demand support
   
• Report reviews and explanations
   
• Troubleshooting errors and issues
   
• Guidance on best practices as your business grows
   

I translate your numbers into plain English and help you make sense of what matters most.

• New business owners just getting started
   
• DIYers who want a professional setup foundation
   
• Business owners switching from spreadsheets or another system
   
• Anyone who wants peace of mind and expert backup
   

A clean setup saves time, money, and stress down the road. You'll make better business decisions with organized, accurate financials—and your accountant will thank you come tax time.