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START: Accounting Software Setup & Onboarding

For businesses that are starting from scratch or moving away from spreadsheets.

Includes:

  • Xero or QuickBooks setup for new business
  • Chart of accounts setup & review
  • Bank-feed setup
  • Customer & supplier setup
  • Opening balances integration
  • Invoice/quote template setup
  • User access and permissions
  • 1-to-1 training session

About this service

Starting with the right foundations makes everything that follows easier. We set up Xero or QuickBooks around the way your business actually works, from your chart of accounts and bank feeds to your customers, suppliers and invoice or quote templates.

If you are moving away from spreadsheets, we bring in your opening balances so your new system starts from accurate figures. We also set up user access and permissions, so the right people see the right information.

Finally, a 1-to-1 training session shows you how to use your new system day to day, so you feel confident from the very start.

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