QuickBooks Online Implementation

$800

Make the switch to smarter bookkeeping with QuickBooks Online. At PhD Bookkeepers, we handle the full setup from customizing your chart of accounts and importing past data to training your team and optimizing workflows. Our goal is to ensure your business gets the most out of QuickBooks from day one. Whether you’re starting fresh or migrating from another system, we’ll tailor QuickBooks Online to fit your operations, giving you real-time visibility, accurate reporting, and financial confidence

Initial Consultation & Needs Assessment

  • Understand your business structure, industry, and accounting needs.
  • Assess existing bookkeeping processes, accounting software, and historical data.
  • Define goals for QBO implementation (e.g., efficiency, automation, real-time reporting).

Customer & Vendor Setup

  • Set up payment terms, default accounts, and billing methods.
  • Configure recurring invoices and bill payments (if applicable


Customer & Vendor Setup

  • Set up payment terms, default accounts, and billing methods.
  • Configure recurring invoices and bill payments (if applicable


QuickBooks Online Setup

  • Create or migrate your company file to QuickBooks Online.
  • Configure company settings -Tax settings (state/federal), Users, roles, and access permissions & fiscal year

Customization & Automation

  • Set up recurring transactions, reminders, and workflows.
  • Implement automations to save time and reduce errors

  • Service Offerings

PhD Bookkeepers

1299 Ocean Avenue, Brooklyn, NY, USA

1-914-803-2309

Copyright © 2025 PhD Bookkeepers  - All Rights Reserved.

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