QuickBooks Setup & Training

QuickBooks configuration and training for your specific business. We set up the system correctly and teach you how to use it so you can run your own books with confidence.

What This Is

QuickBooks can handle a lot if it’s set up correctly. The problem is that “correctly” looks different depending on what kind of business you run. A service company tracks things differently than a contractor who needs job costing. A retailer needs inventory tracking that a landscaper doesn’t. Getting the configuration right from the start determines whether your reports are useful or misleading.

This service covers both setup and training. We configure QuickBooks for your specific business and then show you how to use it. You’re not dependent on us to run your own software. You understand how it works and can handle the day-to-day yourself.

The Configuration

Chart of accounts structured for your industry. Job costing setup for contractors. Bank and credit card connections. Tax settings configured for Utah. User permissions if you have employees who need access. All the foundational pieces that affect every transaction you’ll ever record.

The Training

Hands-on training on how to enter transactions, run reports, and handle common situations. Not a lecture about features you’ll never use. Practical training focused on what you’ll actually do every week. We cover enough that you can run QuickBooks confidently on your own.

Why This Matters

QuickBooks asks a lot of questions during setup. Chart of accounts templates. Industry types. Tracking preferences. If you guess wrong or click through screens just to get it over with, those choices follow you. Your reports are built on that foundation. A bad foundation means bad reports for as long as you use the software.

For contractors this matters more than most businesses. You need to see profit by job, not just overall profit. You need to track costs against estimates. The default QuickBooks setup doesn’t give you this. It treats you like a generic small business when you’re running a construction company with very different needs.

Construction-Specific Needs

Job costing requires a specific configuration. Classes, customers as jobs, cost types. Progress billing and retention tracking. Subcontractor management. If these aren’t set up correctly from the start, you can’t track job profitability. You finish a project and can’t tell if you made money or lost it.

Compounding Mistakes

One wrong setting creates problems for years. A misconfigured chart of accounts means transactions get recorded to the wrong categories. You don’t notice until tax time when your accountant asks why your numbers don’t make sense. By then there are hundreds of transactions to fix.

What Changes

Your QuickBooks actually works the way it’s supposed to. Reports make sense. Job profitability shows up clearly. You stop wondering if the numbers are right because you know the system was configured properly by someone who understands both the software and your industry.

More importantly, you understand how to use it. You’re not calling for help every time you need to enter something unusual. You know where to find reports and what they mean. QuickBooks becomes a tool you control instead of software you fight with.

Useful Reports

Your Profit and Loss tells you something meaningful. For contractors, job reports show actual costs versus estimates. You can see which projects made money and which didn’t. The data helps you make decisions instead of just satisfying a bookkeeping requirement.

Independence

You can run your own books day-to-day. Enter transactions, reconcile accounts, pull reports. When questions come up, you have someone to call who already knows your setup. But the routine work doesn’t require outside help because you’ve been trained to handle it yourself.

Utah's Construction Bookkeeping Specialists