QuickBooks Setup and Training

QuickBooks can be super helpful—if it’s set up right. But if you’ve ever logged in and just stared at the screen thinking, “What am I looking at?”—you’re not alone.

We’ve seen QuickBooks set up the wrong way more times than we can count. Random chart of accounts. Duplicated vendors. Payments in weird places. One guy even had five checking accounts in his file—and he only had one bank.

That’s why we offer QuickBooks Setup and Training. Whether you’re brand new or just know things aren’t working right, we’ll get you sorted.

Setup That Actually Fits Your Business

We don’t do one-size-fits-all. We set up your QuickBooks file to match how you run your business.

That means:

• Creating the right chart of accounts (not a mile long, not missing key stuff)

• Connecting your bank and credit card accounts

• Setting up customers, vendors, and products

• Making sure sales tax, payroll, and reporting are ready to go

• Helping you choose the right QuickBooks version (Online or Desktop—we’ll guide you)

If you’ve already started and things feel off, we’ll review your setup and clean it up. We fix a lot of half-done setups.

Training That Makes Sense

We don’t assume you’re a bookkeeper. Most folks we train are business owners who just want to understand the basics. So we teach it that way.

We’ll show you:

• How to enter expenses and income

• How to send invoices

• What not to touch

• What to look at each month

• Where to find the reports that actually help

It’s all explained in normal words. You won’t leave feeling more confused.

You can ask as many “dumb” questions as you want (even though there are no dumb ones). We’ve heard them all. “What’s a chart of accounts?” “What’s undeposited funds?” “Why is this purple?” Seriously, ask anything.

For DIYers or Team Training

Some clients want to do their own books and just need a strong starting point. Others have a staff member they want us to train. Either way, we’re cool with that. We’ll record the session if you want. We’ll answer questions afterward if you get stuck.

And if you decide later that you don’t want to do it yourself anymore—we can take over.

Based in Seattle, Serving Everywhere

We do a lot of QuickBooks consulting in Seattle, but we also help folks in Portland, Memphis, and everywhere else. Zoom works great for screen-sharing, and we keep it simple.

The Goal: You Feel in Control

We’re not trying to make you an accountant. We just want you to feel like you know what’s going on in your business. Whether you do the books yourself or just want to peek in and understand the reports, we’ll help you get there.

Ready to Get QuickBooks Working for You?

If you’re tired of feeling confused every time you open QuickBooks, or you want to get started the right way from day one, let’s talk.

Flat-fee setup. Straightforward training. No tech speak. Just clear, useful help—so your books stop being a mystery.