QuickBooks Online Basic Setup

Start your financial journey with a system that works, not one you have to fix.

Fred Lundin CPA offers specialized QuickBooks Online Basic Setup Services for small businesses ready to professionalize their accounting. While QuickBooks advertises itself as "easy to use," the initial configuration determines whether you get clear insights or a confusing mess. A default setup often leads to a cluttered Chart of Accounts, broken bank feeds, and misclassified transactions that cost thousands to clean up later. We act as your architect, building a custom financial structure tailored to your industry.

Our virtual setup service ensures your books are audit-ready from Day One. We customize your Chart of Accounts to track the metrics that matter to you, securely connect and map your bank and credit card feeds for automated reconciliation, and configure your invoice templates to look professional. Whether you are a new startup or transitioning from spreadsheets, we hand you the keys to a fully optimized QuickBooks Online file that makes tax time effortless.