Proper file setup
- New QuickBooks Desktop or Online company file setup
- Chart of accounts tailored to your type of work
- Sales tax configuration for GST/PST
- Basic items and services structured correctly
QuickBooks Setup & Training
QuickBooks can be a useful tool or a source of confusion. The difference is in how it’s set up and how you use it day to day. I work with small Vancouver businesses to get QuickBooks working properly — and to help you feel confident using it.
Setup, cleanup, and practical training
Whether you’re starting fresh, switching from another system, or trying to repair a messy file, the focus is on a clean structure and practical workflows. No generic classroom theory — just what applies to your business.
Cleanup of existing files
- Review of current setup and posting habits
- Fixing obvious misclassifications and structural issues
- Bringing bank and credit card accounts up to date where possible
- Preparing a clean starting point going forward
One-on-one training
- Walkthrough of day-to-day tasks that matter for you
- How to issue invoices, record payments, and handle expenses correctly
- How to avoid common mistakes that create messy reports
- Session pace matched to your current comfort level
Once your QuickBooks file is set up, you may also want ongoing support: bookkeeping for contractors and trades or bookkeeping for self-employed businesses in Vancouver.
QuickBooks that supports, not sabotages, your bookkeeping
If you’re in Vancouver and your QuickBooks file feels confusing, incomplete, or unreliable, we can either fix what you have or start fresh with a clean, well-structured setup.
Ask about QuickBooks setup & training