QuickBooks Online set up, conversion, training



What we do

Convert QuickBooks Desktop to QuickBooks Online

We'll convert your data from QuickBooks desktop to QuickBooks 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.

Customized QuickBooks Online set up

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 coaching / 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. We also provide coaching on specific areas in QuickBooks to help you gain confidence and master areas of QuickBooks.

Ready to find out more?

Book a free, no obligation discovery call so we can learn more about your specific business needs.

We work best with

Service-based companies

Do you provide services? We specialize in service-based companies like agencies, firms, and consultancies.

Creative agencies

We love creatives at VM Wasek! We help you stop chasing bright shiny objects and give you clarity and focus.

Other creative and innovative businesses

Are you a creative, innovator, visionary, or disruptor? We'll help you focus on your vision and passion.

How we work

100% cloud based

Mobile apps


Fixed pricing

On time



Team of specialists

Proactive advice

Our QuickBooks Online set up, conversion, and training services include a choice of 3 packages. We'll give you up-front pricing in three easy steps. All you have to do is schedule a discovery call. 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.

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.

Do you have a product-based company, ecommerce, nonprofit, or other type of business?

Send us a note through our contact page and we'll refer you to a QBO specialist in these areas.