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QuickBooks Setup

Get QuickBooks Online configured properly for your UK business. Chart of accounts, bank feeds, app stack and team training — delivered by Advanced QuickBooks ProAdvisors.

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What changes

Inside 30 days, QuickBooks is set up and working properly.

01Day 1
Your setup scoped
We review your business, current records, VAT position and what QuickBooks needs to do.
02Week 1
QuickBooks built around your business
Chart of accounts, classes, locations, bank feeds and VAT configured properly.
03Week 2
Data in and reconciled
Opening balances and historic data brought across cleanly, with feeds reconciled.
04Month 1
Your team up and running
Training delivered, workflows documented and your first month-end completed in QuickBooks.

Service overview

QuickBooks that works — because it’s set up properly.

QuickBooks Online works brilliantly when it’s set up properly — and creates headaches when it isn’t. We’re Advanced ProAdvisors and we set QuickBooks up the way it should be: a chart of accounts built for your business, the right VAT scheme, bank feeds running cleanly, and a connected app stack that does the heavy lifting.

Why it matters

QuickBooks, configured for the UK

Advanced ProAdvisors

Top-tier QuickBooks accreditation.

UK-configured

Set up for UK VAT, UK payroll, UK Companies House.

App stack ready

Dext, ApprovalMax, Stripe, GoCardless — connected from launch.

Reports designed for owners

Custom dashboards and month-end packs.

2–4 weeks to live

From kick-off to your team using it.

30 days aftercare

Post-launch support to bed everything in.

What’s included

Everything you’d expect, plus the controls most providers miss.

Switching the software on is the baseline. The real value is a setup that fits how your business works — and a team that knows how to use it.

Talk to us about scope
Operational Controls
The setup controls that make QuickBooks work properly from day one.

Tailored chart of accounts
Built around how your business earns and spends, not a generic template.

Classes & locations
Income and costs tracked by class, location or project where it adds value.

Bank & payment feeds
Bank, card and payment platform feeds connected and verified.

VAT & CIS configuration
VAT schemes, domestic reverse charge and CIS set up correctly from the start.

App stack integration
Dext, payroll and other tools connected so data flows automatically.

Team training & handover
Live training, recorded sessions and simple SOPs for your team.

How it works

Our process

01

Discovery

Scoping call to understand your business and current setup.

02

Design

Chart of accounts, app stack and workflow designed before configuration starts.

03

Configure & migrate

Full setup, data migration and integration testing.

04

Train & launch

Live team training, documentation and aftercare.

Is this you?

Who it’s for

US-headquartered businesses with UK operations who already use QuickBooks
Firms that prefer QuickBooks’ UI over Xero
Service-based businesses (consultancies, agencies) where QuickBooks’ time tracking and project features are useful
Businesses with multiple locations or departments needing class/location reporting
Existing QuickBooks users whose file needs a rebuild
Packages

Packages designed around your business

Every business is different. The packages below provide a guide to our most common service levels, with final pricing tailored to your specific requirements.
Starter
Foundation
£350–£600 / month
For businesses that need reliable bookkeeping, VAT compliance and accurate financial records.
✓Weekly bookkeeping
✓Bank reconciliations
✓Receipt capture
✓Payroll for up to 10 employees
✓VAT-ready records
✓Monthly reports
MOST POPULAR

Growth
Growth
£600–£1,500 / month
For growing businesses that need better visibility, payroll support and regular financial reporting.
✓Everything in Foundation
✓Payroll for up to 25 employees
✓Monthly management reports
✓Cashflow support
✓Regular review meetings
Scale
Outsourced Finance Team
£1,500+ / month
For businesses that need a dedicated finance function without the cost of an in-house team.
✓Everything in Growth
✓Daily bookkeeping
✓Payroll for 25+ employees
✓Budgeting and forecasting
✓Cashflow management
✓Board and management reporting
All prices excluding VAT. Final scope agreed after a discovery call.

Questions

Frequently asked questions

Depends on your business. We’ll recommend the right one for you at the discovery call. Neither is universally better.

Fixed fee £750–£2,500 depending on complexity. We quote after the scoping call.

Yes — uncommon direction, but we handle both ways.

Yes, but the setup is less polished than Xero. We can make it work but we’d flag it at the discovery call.

Yes — we work in QuickBooks day-to-day for around 30% of our clients.

Get started

Get QuickBooks set up properly

Book a free 30-minute call. We’ll scope the work and quote a fixed fee.

Request a Discovery Call

Typically replies inside 1 working hour

Client reviews

What our clients say

Google★★★★★

Mike was incredibly helpful and available when I had any urgent issues or questions regarding bookkeeping. Through his help and regular calls I learnt a lot about quick books and how to properly use the program as well as maintaining my accounts. I’d definitely recommend his services to anyone who is unsure about bookkeeping and needs guidance!

PSAlex FentonGoogle review
Google★★★★★

Better book keeping have been great. Mike and his team saved me countless days of work. Having extensive experience with QuickBook, they were able to resolve my initial problems. And have since taken over many responsibilities including VAT returns. They are easy to work with and offer valuable advice.

HPVijay JoshiGoogle review