Getting Started With Quickbooks: Take Control Of Your Business Finances

Feeling overwhelmed by your business finances? Don’t waste another minute struggling with spreadsheets or outdated accounting software.
Base2Base Bookkeeping can help you get started with QuickBooks, the powerful accounting solution designed to simplify your financial life.

Our owner, Zara, is a certified QuickBooks ProAdvisor, meaning she has the expertise to guide you through the entire setup process.
Whether you prefer the convenience of online screen sharing or a personalized in-person meeting, Base2Base Bookkeeping is here to ensure a smooth and efficient QuickBooks setup experience.

getting started with QuickBooks
getting started with Quickbooks
AAT Licensed Bookkeeper

Zara, the owner of Base2Base Bookkeeping, emphasizes:

Base2Base Bookkeeping is your one-stop solution for getting started with QuickBooks and taking control of your business finances.
Contact Zara, your certified QuickBooks ProAdvisor, to help you unlock the power of QuickBooks!

Benefits of Using Base2Base Bookkeeping
for Quickbooks Setup

Expert Guidance

Expert Guidance

Our owner, Zara, is a Quickbooks Certified Pro Advisor with extensive experience in setting up and managing Quickbooks accounts for businesses of all sizes.

accurate financials

Save Valuable Time
and Frustration.

Avoid the learning curve and eliminate the risk of costly mistakes during setup. Our experts will handle the technical aspects, freeing you to focus on running your business.

streamlined QuickBooks features

Leverage the Full Potential
of QuickBooks

You’ll learn how to utilize QuickBooks features to streamline your accounting processes, save time, and gain valuable financial insights.

peace of mind filling

Ensure Accurate Financial
Records from Day One

A proper setup lays the foundation for accurate bookkeeping. You can be confident that your financial data is reliable and up-to-date, making tax filing and financial reporting a breeze.

streamlined bookkeeping processes

What our Quickbooks Setup Service Includes:

Setting up Your Company Profile and Preferences

We’ll ensure your company information is accurately reflected in QuickBooks, including your legal business name, contact details, and fiscal year.
You’ll also have the opportunity to customize settings like currency, date format, and chart of accounts preferences.

Connecting Your Bank and Credit Card Accounts

Save time and eliminate manual data entry by securely linking your bank and credit card accounts to QuickBooks.
This allows for automatic transaction downloads, saving you from the hassle of entering transactions one by one.

Importing Existing Financial Data (if applicable)

If you’re transitioning from a different accounting system or have historical financial data, we can help you import it into QuickBooks.
This ensures your financial records are comprehensive and up-to-date from the get-go.

Configuring your Chart of Accounts

The Chart of Accounts is the foundation of your bookkeeping system.
We’ll work with you to establish a customized chart of accounts that accurately reflects your business income and expense categories.
This will make it easier to categorize transactions, generate reports, and gain valuable financial insights.

Understanding Sales Tax and Income Tracking

Sales tax can be a complex area, but we’ll help you navigate it with ease. We’ll configure QuickBooks to handle sales tax calculations based on your location and tax rates.
You’ll also learn how to effectively track your business income, ensuring you have a clear picture of your revenue streams.

Creating and Sending Invoices

QuickBooks makes it easy to create professional invoices and send them to your customers.
We’ll show you how to customize invoice templates, add relevant details, and streamline your invoicing process.

Managing Expenses and Bills

Gain control over your business expenses with QuickBooks. We’ll guide you through setting up vendors, recording expenses, and managing bills.
This ensures you have a clear understanding of your spending patterns and can make informed financial decisions.