We set up QuickBooks Online around the way your business operates—so your accounts are organized, your reports are useful, and you know what happens at every step.
Every business is different. We confirm the scope with you first, then move through a structured setup with clear requests, review points, and communication along the way.
We learn how your business earns revenue, pays expenses, and needs to use its financial information.
We provide a focused checklist so you know what to gather and how to share it securely.
We configure the file to reflect your business and the reporting you need.
We review the starting point and check that the setup is consistent before routine bookkeeping begins.
We explain the essentials so you understand what is in place and what to do next.
If you choose ongoing bookkeeping, we can continue with a consistent monthly routine.
You don't need to have everything perfect. Sharing what you have helps us assess the starting point and identify anything that needs follow-up.
Our target onboarding turnaround is five business days once the scope is agreed and the required information is available. More complex files or missing records may take longer; we'll keep you informed.
We discuss your needs, review the starting point, and confirm the deliverables and fee before work begins.
We configure the file and contact you if a decision, document, or clarification is needed.
We walk through the setup, explain outstanding items, and discuss options for ongoing bookkeeping.
At the end of the agreed setup, you'll know how the file is organized and how to move forward with your bookkeeping.
No. We can help with a new QuickBooks Online company file or discuss an existing file that needs setup adjustments or cleanup.
QuickBooks subscription fees are separate unless your engagement specifically states otherwise. We'll clarify the account and subscription arrangements before setup begins.
Historical migration or catch-up work depends on the records, date range, and complexity. We'll assess it separately and confirm what is included before starting.
Please don't send passwords by email. We'll discuss the appropriate way to grant access or connect accounts, using the available secure options.
You can manage the books yourself using the walkthrough and agreed process, or discuss monthly bookkeeping support, reconciliations, and reporting with Medha Accounting & Analytics.
QuickBooks new company setup starts at $495. Final pricing is confirmed after we understand your accounts, reporting needs, and whether migration or cleanup is required.
Tell us a little about your business and where you are in the process. We'll follow up to understand your needs and outline the next steps.