QuickBooks ProAdvisor • Moncton, NB
QuickBooks Online Setup
Starting fresh with QuickBooks Online? Tell us about your business and our ProAdvisor team will set up your company file properly from day one, so your books are organized right from the start.
Prefer to talk? Call (506) 854-6490
What We Set Up
✓ Your company file and settings
✓ Chart of accounts for your business
✓ Cash or accrual accounting
✓ Branded invoices with your logo
✓ Payroll setup, if you need it
✓ Training so you feel confident
How It Works
Setup in Three Simple Steps
01
Fill Out the Form
Tell us about your business, how you want to track your books and whether you need payroll.
02
We Build Your File
Our ProAdvisor team sets up QuickBooks Online to fit the way your business works.
03
Training and Support
We walk you through your new setup and are here when you have questions.
What to Have Ready
Having these on hand will make the form quick to complete. If you are missing something, send what you have and we will help you with the rest.
- Your company legal name and address
- Your business structure (corporation, sole proprietor or non profit)
- Your business number
- Business documents to upload
- Your logo, if you would like it on your invoices
- For payroll: your employee list and vacation policy
Get Started
QuickBooks Setup Form
Fill out the form below and our team will be in touch to get your setup underway.
Questions before you start? Contact us or call (506) 854-6490.