Let us set up your QBO account!

Your job is to take care of your customers, but the finances just keep getting in the way.  That’s where we can step in. We create the account, maintain the account, and fill in all the gaps in between. 

Choose a package with the features best suited for your business to improve organization, professionalism, and time. 

Pricing for QBO Services Setup

  • Company Credentials Setup
  • Entity Type Classification*
  • Administrative User Account Setup
  • Standard Chart of Accounts
  • Standard Invoice Setup
  • Customers List Import*
  • Vendor List Import*
  • Custom Chart of Accounts
  • Additional User Setup
  • Custom Invoice Setup*
  • Custom Sales Receipt*
  • Product or Service Setup*
  • 3rd Party Expert User Setup
  • Custom Reports
 
Basic
$1,099
  • Company Credentials Setup

  • Entity Type Classification*

  • Administrative User Account Setup

  • Standard Chart of Accounts

  • Standard Invoice Setup

  • Customers List Import*

  • Vendor List Import*

  • Custom Chart of Accounts

  • Additional User Setup

  • Custom Invoice Setup*

  • Custom Sales Receipt*

  • Product or Service Setup*

  • 3rd Party Expert User Setup

  • Custom Reports

Popular
Premier
$1,899
  • Company Credentials Setup

  • Entity Type Classification*

  • Administrative User Account Setup

  • Standard Chart of Accounts

  • Standard Invoice Setup

  • Customers List Import*

  • Vendor List Import*

  • Custom Chart of Accounts

  • Additional User Setup

  • Custom Invoice Setup*

  • Custom Sales Receipt*

  • Product or Service Setup*

  • 3rd Party Expert User Setup

  • Custom Reports

Premium
$2,499
  • Company Credentials Setup

  • Entity Type Classification*

  • Administrative User Account Setup

  • Standard Chart of Accounts

  • Standard Invoice Setup

  • Customers List Import*

  • Vendor List Import*

  • Custom Chart of Accounts

  • Additional User Setup

  • Custom Invoice Setup*

  • Custom Sales Receipt*

  • Product or Service Setup*

  • 3rd Party Expert User Setup

  • Custom Reports

*Indicates that this feature can only be completed as requested when the client provides the required documentation. If documentation is not submitted with the engagement, then our firm will attempt to contact the client before completing the setup with basic user account settings.

Why Hire Barklee for Your
QuickBooks Online Account Setup?

We are Trusted Pro Advisors and Experts in the field. 

Our team is comprised of CPA’s and professional accountants who also happen to be QuickBooks Online Certified Pro Advisors. This means that we know the questions to ask before you do, and the answers you need before you ask.

Guaranteed Accurate Company Credentials. 

No matter how many articles you read, understanding the legalities of your business type and tax forms remains difficult. That is why our team of Pro Advisors know how to determine your company’s credentials so that your QuickBooks Online Account is set up with legal accuracy from the beginning. 

Custom Chart of Accounts and Professional Company Invoices.

We know how to create the chart of accounts that your unique business and entity type needs. And when your account is ready to go, your invoices will be ready to send to your clients complete with your contact details, payment systems, and products.

The time you save is time spent selling your products. 

Our professional team of QuickBooks Online Certified Pro Advisors know how to set up your account right the first time. We gather the information that we need up front so that you can get back to building relationships with your clients and spending time with your family. 

Easy Application Process!

Simply choose from one of our 3 QuickBooks Online Account Setup Packages.

Monthly subscription includes your monthly QBO account subscription payment. Remember, choosing our monthly subscription package will offer you a permanent 20% QBO subscription discount. Yes, that means for the life of our relationship together. 

Once your payment is set up then we simply need to gather your company information. This will include easy to answer questions and only require a few forms to upload to our secure portal.

We will send you a few invoices over the next 7 days. You will gain secure access to your QBO account via an invite directly from Intuit, and a final email will let you know when your account is ready to use.

Need help and resources to get you going and teach you how to start entering transactions? Don’t worry, we will be by your side with QBO Beginner Courses, how-to resources and our high-quality blog. We even provide professional resources for FREE!

Why Choose QuickBooks Online Accounting System
for your growing small business?

Banking. Planning. KPI's. All In One Place

With the industry’s most robust dashboard and user flow, you can bank, check in on your spending trends, and monitor your inventory while watching your cash flow reports all with one click.

Automated Bank and Credit Card transactions save precious time.

Make bookkeeping and data entry automatic with QuickBooks Online’s artificial intelligence and easy to set up rules for recurring transactions. Need to record credit cards without the fuss? Just connect your account and let the payments flow straight to your financial statements.

Get paid quicker with professional invoices.

Provide immediate invoices with industry leading features and security using QuickBooks Online’s invoicing feature. Your clients will receive an invoice straight to their inbox with the ability to pay immediately with credit card or bank account via ACH withdrawal.

All the integrations for your online business!

Need payroll that is fast, accurate, and comes complete with payroll tax filing and payment? QuickBooks Online accounting software.

Customer Reviews

Does setting up your QuickBooks Online Accounting software leave you overwhelmed? Listen to what our clients have say about their experience?

5/5
"Jeremy has given us great peace of mind financially throughout our pre-qualification journey and we couldn’t have done it without him. We are ever grateful for the investment Jeremy has made in our financial wellness and ultimately in our family."
Chelsea Lybeck
5/5
"The level of care that Barklee provides for our firm and clients is second to none. Jeremy and his team always complete their work on time and to the highest standard. He has become a trusted advisor that we can reach out to when our clients have special needs."
Veronda Vassar I
VBCO
5/5
"I was given your contact info from Chelsea with [business]. She raved about you and I wanted to see if you were taking new clients!"
Client Referral

Let Barklee Setup your QBO Account Today