QuickBooks Online set up, conversions and taining



Free needs analysis

Convert QuickBooks Desktop to Online

QuickBooks Online set up

Customized QuickBooks Online training


  • Convert QuickBooks Desktop to Online – we’ll convert your data from QuickBooks desktop to Online. We’ll verify the data converted, customize company settings to your specific needs, upload your logo, customize forms like invoices and email messages, connect QuickBooks to your QuickBooks Payments merchant account. You won’t have to lift a finger – we’ll take care of all the details.
  • Set up QuickBooks Online – we’ll set up your company in QuickBooks Online – including setting up the chart of accounts and products/services list, importing vendors and customers, uploading your logo, customizing forms like invoices and email messages, connecting QuickBooks to your QuickBooks Payments merchant account, and setting up opening account balances. All set up is customized specifically to your business needs.
  • Customized QuickBooks Online training – we’ll show your staff how to use QuickBooks Online specifically for your unique business needs. We take a consultative approach to learn about your business and tailor the training to your specific needs.



Convert QuickBooks desktop to Online - pricing



Our QuickBooks Online set up, conversion, and training services include a choice of 3 packages – Basic, Plus, Premier. We’ll give you up-front pricing in three easy steps. All you have to do is schedule a free needs analysis. We’ll go over our packages, what our services cover, and pricing. We’ll also discuss the level of service that is right for you and your specific business needs. Don’t worry, we won’t pressure you to make any decision – this is a no-obligation call. You can choose the package that is right for your business.

Free needs analysis


What if you want a custom package? No problem. We’ll work with you to customize a package just for you. We don’t try to force you to buy packages that aren’t right for your business needs.

Once you are ready to move forward with us, we’ll ask you to sign a service agreement and to pay the first invoice. We offer a satisfaction guarantee.

Got questions? Schedule a free needs analysis to get the process started. Again, there is no obligation if you decide we are not the right fit for you.