QuickBooks Setup + Training

QuickBooks Setup and Training Special

QuickBooks Special Setup + Training

Make bookkeeping a breeze! Applied Financial Services will set up QuickBooks for your Business or Personal Accounts. This package includes an intro meeting, setting up your QuickBooks account, syncing your bank accounts, setting up the right chart of accounts for your organization, two months of account categorization and three 30 minute training sessions.

Applied Financial Services will set up QuickBooks for your Business or Personal Accounts

  • 1 30-minute intro. meeting
  • QuickBooks setup (business and/or personal account)
  • Sync your bank accounts, credit cards, etc.
  • Setup individualized chart of accounts
  • Import and categorizing accounts for a period of 2 months
  • Three 30-minute training sessions
    • Session 1-navigating QBO
    • Session 2-adding income and expenses
    • Session 3-reconciling

Additional rates after your three training sessions.