QBO Setup & Training
Build QuickBooks the right way — and learn how to maintain it with confidence.
QuickBooks works best when it is built around the way your business actually operates.
With QBO Setup & Training, Clean Numbers Bookkeeping professionally establishes and customizes your new QuickBooks Online system, creates the financial structure your business needs, and teaches you how to use the workflows we build.
This is more than opening a QuickBooks account or connecting your bank.
We build it. We organize it. We teach you how to use it.
This Service Is Best For:
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New businesses starting with QuickBooks Online
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Business owners moving from spreadsheets or manual bookkeeping into QBO
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Businesses migrating from another accounting system into QBO
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New QBO users who want the system professionally established before active bookkeeping begins
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DIY bookkeeping clients who want a strong setup and the training to maintain it
What We Build:
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New QBO account setup and customized configuration
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Customized Chart of Accounts
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Connection of up to 5 bank and credit-card accounts
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Setup/import of up to 50 customers, vendors, products and services
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Invoice and expense workflow setup
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Bank-feed and transaction-rule setup
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Recurring workflow configuration, when applicable
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Reporting and dashboard setup
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Class and location tracking, when appropriate
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Up to 12 months of clean, usable historical data migration within the agreed scope
Training & Handoff:
Your setup also includes the tools and support you need to confidently begin using the system CNB built for you:
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QBO Setup & Training eBook
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Short video training library demonstrating key workflows
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60-minute private live training in your customized QBO file
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30 days of post-setup email support
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Minor setup adjustments during the support period
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Post-setup check-in
Investment:
Starting at $2,500
Final pricing is based on business complexity, number of accounts, migration requirements, system needs, and final project scope.
Already Using QuickBooks Online?
If you already have an active QBO file, we’ll first determine whether your books are ready for ongoing service or require Catch-Up, Clean-Up, or both.
QBO Setup & Training is designed for new/unused QBO files and migrations — it is not a substitute for correcting inaccurate or incomplete bookkeeping.
What Happens Next?
After setup and training, you can maintain the system independently or transition into an ongoing Clean Numbers Bookkeeping package.
Ready to build your QuickBooks foundation the right way?