Santa Monica Accounting
QuickBooks setup and clean-up
A QuickBooks file that is set up correctly from day one saves hours every month. We configure it around your business, or clean up the file you already have.
What’s included
Company setup
Legal name, contact details, industry and tax settings configured for your business.
Custom chart of accounts
Accounts built around how your business actually earns and spends, so your reports make sense.
Bank and card feeds
Your bank and credit card accounts connected so transactions import automatically.
Customers and vendors
Names, contact details and payment terms entered so invoicing and bill payment run smoothly.
Products, services and inventory
Items set up with descriptions, prices and quantities so you can track sales and stock.
File clean-up
Duplicate accounts, uncategorized transactions and unreconciled balances fixed in an existing file.
Who this is for
- New businesses starting with QuickBooks
- Businesses moving from spreadsheets
- Owners whose QuickBooks file has become messy
- Teams that need QuickBooks Online or Desktop configured properly
Frequently asked questions
Do you work with QuickBooks Online or Desktop?
Both. If you have not chosen yet, we will recommend the version that fits your business.
Can you fix my existing QuickBooks file?
Yes. We review the file, fix categories and balances, and reconcile your accounts.
Can you keep my books after setup?
Yes. Many clients continue with our monthly bookkeeping once their file is set up.
Ready to get started?
Book a free 30-minute consultation or send us your details for a custom quote.