QuickBooks, Xero, Wave & Zoho Books
Accounting Software Setup & Migration Services
Start right with QuickBooks Online, Xero, Wave or Zoho Books. We set up, configure and clean up your accounting software for your business.
Overview
The Right Setup Makes Bookkeeping Easier
Many bookkeeping problems start with a poor software setup: a generic chart of accounts, bank feeds that are not connected correctly or opening balances that were never entered. This leads to messy books and unreliable reports.
Our accounting software setup service gives you a clean foundation. We create or review your company file, build a chart of accounts that fits your industry, connect bank and credit card feeds, set up bank rules, invoicing templates and sales tax settings, and enter your opening balances.
Already using one platform and want to switch? We can migrate your data, for example from Wave to QuickBooks Online or from QuickBooks to Xero.
What's Included
- QuickBooks Online setup
- Xero setup
- Wave setup
- Zoho Books setup
- Custom chart of accounts
- Bank feeds & bank rules
- Invoice templates & sales tax settings
- Data migration between platforms
Benefits
Why a Professional Setup Is Worth It
Organized From Day One
A chart of accounts designed for your business and industry.
Automation
Bank feeds and rules save hours of manual data entry.
Smooth Migration
Move platforms without losing important history.
Our Process
Our Setup Process
01
Discover
We learn how your business works and what you need to track.
02
Configure
We set up the software, accounts, feeds and settings.
03
Hand Over
We walk you through it and can manage the books going forward.
Who It Is For
Who Needs Software Setup?
New businesses and existing businesses that want a cleaner, more efficient accounting system.
- New LLCs and startups opening their books
- Businesses moving from spreadsheets to software
- Companies switching between QuickBooks, Xero, Wave or Zoho Books
- Owners with a messy or outdated chart of accounts
- Businesses that never connected bank feeds
FAQ
Accounting Software Setup FAQs
Which accounting software is best for my small business?
It depends on your size, industry and budget. QuickBooks Online and Xero suit most growing businesses, Wave is a budget-friendly option and Zoho Books works well if you use other Zoho apps. We help you choose during the free consultation.
Can you migrate my data from one software to another?
Yes. We can migrate customers, vendors, chart of accounts, balances and transaction history between QuickBooks Online, Xero, Wave and Zoho Books.
Do I need to buy the software subscription?
Yes, the subscription is in your business name so you always own your data. We help you choose the right plan.
Will you train me to use the software?
Yes. After setup, we walk you through the key features such as invoicing, reports and reviewing transactions.
Let Us Handle Your Bookkeeping
Book a free consultation and get a clear plan for your books, with no obligation.