Quickbooks Online
Account opening and configuration with a customized chart of accounts
This service is designed for entrepreneurs and small businesses who want to get off to a good start with QuickBooks Online, thanks to a chart of accounts customized to their industry. It facilitates daily management and sets the stage for future collaboration with an accountant or professional.
What’s included:
- Creation and setup of your QuickBooks Online account, with support in choosing the plan best suited to your situation.
- Implementation of a structured, tailored chart of accounts for your type of business (retail, services, restaurants, etc.), including the organization of accounts by category (assets, liabilities, income, expenses, etc.) to facilitate the work of your team and your accountant.
- Addition of main accounts and, if necessary, sub-accounts for more detailed tracking.
- Activation of account numbers for more professional management.
- Practical advice for using QuickBooks and effectively managing your chart of accounts.
- Mini-instruction guide and online resources to further your use of the software.
- Directory of reputable professionals (bookkeepers, CPAs) to support you at every stage of your growth.
- Connection of your bank accounts to automate transaction imports.
- Scheduling of automatic periodic reports tailored to your needs.
- Configuration of invoicing and other QuickBooks features, based on the information provided in the onboarding form.
*Note: What is included in our various installations does not reflect QuickBooks plans, but only what is included in the configuration we provide, and only if applicable to the QuickBooks plan you have chosen.
Minimal
$
295
-
Creation or modification of account
-
Creation of access for you
-
Basic chart of accounts
according to the sector of activity
-
Data Entry
• 1 product and/or 1 service as an example
• 1 customer as an example
• 1 supplier as an example
• No existing sales or purchase invoices
• No scheduled recurring entries
-
No reminders or follow-ups
-
GST and QST only
-
No automatic reports
configured
-
You will need to connect
to your bank accounts
Standard
$
495
-
Creation or modification of account
-
Creation of up to 3 users
(depending on the package) -
Basic chart of accounts
according to the sector of activity
-
Data Entry
• Up to 10 products and/or services
• Up to 10 customers
• Up to 10 suppliers
• Up to 10 existing sales or purchase invoices
• No recurring entries programmed
-
No reminders or follow-ups
-
GST and QST only
-
3 automatic reports
configured by email, sent one month
after each tax period
(e.g.: Balance Sheet, Income Statement, etc.). -
Simple connections to your
bank accounts -
Brief overview of basic
software features
Popular
Deluxe
$
795
-
Creation or modification of account
-
Creation of up to 5 users
(depending on the package) -
Basic chart of accounts
according to the sector of activity
+ adding up to 10 accounts as needed -
Data Entry
• Up to 50 products and/or services
• Up to 50 customers
• Up to 50 suppliers
• Up to 20 existing sales or purchase invoices
• Up to 5 programmed recurring entries -
A few reminders and follow-ups
(depending on the package) -
GST and QST
+ 1 other province if applicable -
Up to 5 automatic reports
configured by email, sent one month
after each tax period
(e.g.: Balance Sheet, Income Statement, etc.). -
Simple connections to your
bank accounts -
Brief overview of basic
software features
+ We will accept up to
10 banking transactions together -
Includes a quick check-up
of the correct use of the software
one month after implementation.
This service allows you to get started with QuickBooks on a solid foundation, simplify your bookkeeping, and be ready to collaborate effectively with an accounting professional when you need it.
