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QuickBooks setup and training

QuickBooks Online set up correctly from the start, or tidied up if it has drifted, with training so you can keep it accurate between BAS periods.

Fixed fee, quoted in writing

What’s included

  • QuickBooks Online set-up or file review
  • Chart of accounts and GST codes
  • Bank feeds, rules and reconciliation
  • Invoicing, receipts and expense capture
  • Payroll and Single Touch Payroll set-up
  • Conversion to or from other software

Who it’s for

  • Sole traders and small companies on QuickBooks
  • Businesses with a messy QuickBooks file
  • Owners who want to do their own books
  • Businesses comparing software options

Simple, if it’s set up right

QuickBooks works well for many small businesses, but GST codes and bank rules need to be right from the start to keep BAS accurate.

We’ll review your file and fix the settings that cause the most errors.

How it works

Getting started is simple

01

Free discovery call

A 20-minute conversation about your situation, deadlines and goals. No obligation.

02

Fixed quote & onboarding

A clear scope and fee, signed electronically. We update the ATO nomination and collect prior-year records for you.

03

Ongoing partnership

Lodgements on time, reminders before each deadline, and advice whenever a decision comes up.

QuickBooks Setup & Training: common questions

Can you fix my existing QuickBooks file?

Yes. We review the coding, fix errors and set up rules to prevent them recurring.

Is QuickBooks good for payroll?

It can handle payroll and STP for many small businesses. We’ll check it suits your team.

Can you move me to Xero?

Yes, if that suits you better. We’ll plan the conversion.

Related services

Xero Setup & Training

Xero set up properly from day one, with training for you and your team.

MYOB Setup & Training

MYOB Business set up correctly, with training that sticks.

Outsourced Bookkeeping

Books kept up to date every month, with a clear view of profit and cash.

Ready for a clearer picture?

Book a free 20-minute call with Kishan. No obligation.