JP Bookkeeping LLC
QuickBooks Setup & Conversion
Start with a file that fits the way you work.
Get help setting up QuickBooks Online, organizing your accounts, and moving from an existing system.
Setup and conversion support
- Review of your current records and migration requirements
- A chart of accounts tailored to your business
- Bank and credit card feed connections
- Invoicing, payment, and expense workflows
- Workflow training and ongoing support
A practical transition
Conversion starts with assessing your existing system and the records you want to bring across. Jimmy will define the work required and check the resulting records within the agreed scope.
How to get started
Discuss your business and current records with Jimmy. He will assess your needs and provide an estimate for the agreed scope of work.