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Beyond the core three
Clean books depend on a correctly configured file. When QuickBooks Online is set up in a hurry, bank feeds post to the wrong accounts, or data is stuck in an old system, every report built on top of it inherits the problem. Bookkeeping software support gets the system itself right — so the bookkeeping that runs inside it can be trusted.
What It Is
QuickBooks Online setup services configure your accounting file correctly, then fix or migrate it when needed. Juris CFO sets up settings, accounts, bank feeds, and rules so QuickBooks Online bookkeeping stays accurate and every report built on the file can be trusted.
QuickBooks Online setup services get the system right before, or instead of, ongoing bookkeeping. A rushed setup posts transactions to the wrong accounts and leaves reports that do not tie to the bank.
QuickBooks setup help ends with a handoff to monthly bookkeeping, which is a separate service.
Cleanup and Feeds
QuickBooks cleanup services fix records that exist but are inaccurate, and QuickBooks bank feeds setup connects accounts with a clean start date and sensible rules.
QuickBooks data migration services move balances and key history from desktop software or spreadsheets, with a cutover date so nothing is recorded twice.
Scope and Cost
Pricing is a tailored quote after a consultation, and software subscription fees are billed separately by the provider. Scope depends on the file's condition, the number of accounts and feeds, and how much history moves.
What's included
What you get
Custom quote — scoped to your needs
Look closer
Configuring a new QuickBooks Online file correctly from the start.
Learn moreCorrecting an existing QuickBooks Online file so its reports can be trusted again.
Learn moreDesigning or restructuring the chart of accounts around how your business actually reports.
Learn moreConnecting bank and card accounts and setting rules so transactions land in the right place.
Learn moreMoving your books from another accounting system or spreadsheets into a new platform.
Learn moreGood fit
Not included
Before you reach out
Review uncategorized balances, fix duplicates and miscategorized items, clear stale open items, then reconcile every bank and card account to statements. Juris CFO does this in a safe order and documents the changes.
Map accounts, choose a cutover date, bring over opening balances and needed history, and confirm balances match across systems. Juris CFO manages the mapping and checks, and says which history is summarized.
Common causes are duplicate transactions, overlapping start dates, a disconnected feed that left a gap, or rules posting to the wrong account. Juris CFO corrects these and resets the feed so the account reconciles.
Cleanup fixes records that exist but are inaccurate. Catch-up bookkeeping rebuilds records that are missing for past months. Juris CFO reviews your file first and tells you which one fits.
No. Setup covers configuration, cleanup, feeds, and migration, then hands off. Monthly bookkeeping is a separate Juris CFO service, and scope and pricing are confirmed before work starts.
Not quite right?
Recording every transaction accurately, so the numbers underneath your business are never in question.
Learn moreTurning recorded transactions into reviewed, reconciled, and explained financial performance.
Learn morePreparing personal and business tax returns based on your recorded and reviewed financial information.
Learn moreSenior-level oversight of your accounting function — without hiring a full-time controller.
Learn more