Let us set up your QBO account!

You didn’t choose small business ownership to spend all your time creating accounts and reading QBO how to articles – why not let our create your QBO account for you?

With hundreds of successful QBO setups behind them, our expert team of QuickBooks Certified Pro Advisors has the experience you need in a trusted business advisor.

Whether you’re new to QuickBooks or integrating for the first time, we can customize a plan specifically for your business.

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

How We Can Help

  • How are you supposed to know exactly what type of entity you are? Are you taxed as an S-Corp, do you have a general partner or limited partner? Your name as LLC at the end, but I thought I was taxed as a partnership? Don’t worry, we are tax professional who know what your business is.

  • I don’t even know what a Chart of Accounts means. Are there industry specific accounts? Do I need an account for every vendor, or can I create groups? These are great questions that we will handle because we are experts at accounting.

  • How do I get QuickBooks Online to invoice my customers and accept credit payments? Do I need multiple accounts? How do I establish a bank account connection and is it safe? We are here to answer these questions for you and make the right choices, so your business runs smoothly.

Pricing for QBO Services Setup


  • Company Credentials Setup
  • Entity Type Classification*
  • Administrative User Account Setup
  • Standard Chart of Accounts
  • Standard Invoice 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

*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 CPAs and professional accountants who also happen to be QuickBooks Online Certified Pro Advisors. Working with QuickBooks Online is what we love to do.

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 knows 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 knows how to set up your account right the first time. We gather the information that we need upfront so that you can get back to building relationships with your clients and spending time with your family.

Easy Application Process!

Select QuickBooks Online Account Setup Package

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


Choose Monthly Subscription

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.


Answer Company Questions

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.


Receive Access

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.


Use Our FREE Resources!

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.

  • 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.

  • 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.

  • 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?

"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
"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
"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