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Set Up Right. From Day One.

QuickBooks setup that actually works

A bad QuickBooks setup costs you for years. Wrong categories, broken integrations, and reports that mean nothing. We set it up right the first time so your numbers actually make sense.

Jordan Peacock, owner of Peacock Bookkeeping Services
Certified Advanced QuickBooks Online ProAdvisor badgeJordan PeacockCertified Advanced QuickBooks Online ProAdvisor

$499 one-time

Book a free 15-minute call

What you get

  • Custom chart of accounts built for your business
  • Bank and credit card account connections
  • Payment processor integrations (Stripe, Square, PayPal, etc.)
  • Opening balances and historical data migration
  • Invoice and estimate templates set up
  • Personalized training sessions (video call)
  • Written guides for your specific setup
  • 30 days of follow-up support after setup

The Process

How it works

  1. We Learn Your Business

    Before touching QuickBooks, we understand how your business works. What do you sell? How do you get paid? What expenses matter most? This informs every decision in your setup.

  2. We Build Your Chart of Accounts

    The chart of accounts is the backbone of your books. We build one that matches your business, not some generic template. Every category is there for a reason and makes sense when you look at your reports.

  3. We Connect Everything

    Bank accounts, credit cards, payment processors, payroll. We connect all your financial accounts to QuickBooks so transactions flow in automatically. No more manual entry.

  4. We Train You

    We walk you through your setup on a video call. How to create invoices, how to categorize transactions, how to read your reports. You get a recording and written guides to reference later.

Ready to hand off your books?

One call. We'll figure out exactly what you need and what it costs.

Book a free 15-minute call

The Impact

Why it matters

Most business owners either set up QuickBooks themselves (and get it wrong) or pay someone who uses a cookie-cutter template that does not fit their business. A bad setup means your reports are unreliable, you waste time fixing categorization errors, and your CPA has to redo work you already paid for. Getting it right from the start saves you hundreds of hours and thousands of dollars over the life of your business.

Best Fit

Is this right for you?

  • New business owners who need QuickBooks from scratch
  • Anyone switching from spreadsheets, Wave, FreshBooks, or another platform
  • Business owners with a QuickBooks account they set up themselves and know is wrong
  • Companies that want to learn QuickBooks but need expert guidance
  • Owners whose previous bookkeeper left a mess in QuickBooks

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Common Questions

Frequently asked questions

You will need a QuickBooks Online subscription, yes. We can help you choose the right plan for your business. Most of our clients do fine with QuickBooks Online Simple Start or Essentials. We handle the setup once you have an account.

That is actually one of the most common reasons people come to us. We will review your existing setup, fix what is broken, reorganize your chart of accounts, and clean things up. Same process, just starting from a different place.

Yes. Whether you are coming from spreadsheets, Wave, FreshBooks, Xero, or another platform, we can migrate your historical data into QuickBooks. The amount of history we bring over depends on what you need and what is available.

The initial training session is usually 60-90 minutes. We cover everything you need to know for day-to-day use. You also get 30 days of follow-up support for any questions that come up as you start using it.

That is the goal. After training, you will know how to create invoices, categorize transactions, and run basic reports. Some clients keep doing it themselves. Others decide they would rather hand it off to us for monthly bookkeeping. Either way, you will understand your system.

At a Glance

QuickBooks setup and training from Peacock Bookkeeping Services is a one-time $499 service. We build a custom chart of accounts, connect your bank and payment processors, migrate historical data, and train you on a video call. You get written guides plus 30 days of follow-up support. We're a Certified QuickBooks ProAdvisor based in Cranberry Township PA, working with business owners across the US. Call (412) 407-7420 to get set up right.

Ready to get QuickBooks set up right?

Book a free call and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.

Book a free 15-minute call