Services
QuickBooks Setup by a Platinum ProAdvisor
QuickBooks out of the box is generic. Your business is not.
QuickBooks is genuinely good software wearing default settings that fit almost nobody. Left as installed, it hands a construction company a chart of accounts with no job costing, lets sales tax accrue incorrectly from day one, and invites owners to invent categories until the profit and loss statement reads like a junk drawer. The software takes minutes to activate and years to un-ruin, which is why so many cleanup projects trace back to a setup nobody thought about.
As a QuickBooks ProAdvisor Platinum firm, Integris Accounting configures the platform around how your business actually operates. We design the chart of accounts for your industry and your tax return simultaneously, connect and map bank feeds, configure invoicing, sales tax, and user permissions, and integrate the apps worth having while keeping out the ones that are not. Then we train your people on the file we built, so good habits start on day one instead of being retrofitted later.
Who this is for
Setup engagements fit new businesses starting clean, established companies migrating from spreadsheets or desktop software, and owners across Miami-Dade, Broward, and Palm Beach whose current file is beyond saving and needs a fresh start. Contractors needing job-level visibility, trucking companies tracking per-vehicle costs, distributors managing inventory, and medical or professional practices all benefit from a file built for their industry rather than adapted to it.
Why clients choose this
- Books structured for management and tax from day one
- Hours saved weekly through feeds and rules
- Sales tax handled correctly from the first sale
- Reports that mean something immediately
- No expensive cleanup project two years from now
Ready to get started?
Start with a file built for your business, not around it. Call (305) 497-0552 to schedule your setup.
Schedule a strategy sessionWhat's included
What you get
Industry-specific chart of accounts
Account structures designed for contractors, trucking, distribution, practices, or agencies, with the detail you manage by and none of the clutter you do not.
Bank feed connection and rules
Accounts link securely and transactions flow in with categorization rules that keep daily entry fast and consistent.
Invoicing and payments configuration
Templates, terms, reminders, and online payment options set up so billing looks professional and cash arrives sooner.
Sales tax setup
Florida sales tax configured correctly at the start, the single most expensive thing to get wrong in a new file.
App ecosystem integration
Payroll, receipt capture, time tracking, and industry tools connected deliberately, with data flowing one direction of truth.
Role-based training
Owners, bookkeepers, and office staff each learn the workflows they will actually perform, on your file rather than a demo.
How it works
The engagement, step by step
Step
Workflow discovery
We map how you sell, buy, pay people, and get paid, because the file must mirror the business, not the reverse.
Step
Build and configure
Chart of accounts, feeds, taxes, templates, and integrations are constructed and tested with sample transactions.
Step
Training and handoff
Your team learns their daily workflows hands-on, with written quick-reference guides for the moments memory fails.
Step
Thirty-day check-in
After a month of real use, we review the file, correct drift, and answer the questions real life generated.
FAQ
QuickBooks Setup, common questions
What does Platinum ProAdvisor status mean for us?
It reflects Intuit's highest partner tier, earned through certification depth and sustained client work on the platform. Practically, it means your file is configured by people who know the software's capabilities and its traps, and it gives our clients access to partner-level support channels and pricing that retail users do not see.
QuickBooks Online or Desktop?
For nearly every small business today, Online: bank feeds, automatic backups, app integrations, and access from anywhere, including your accountant working in the file with you. A few specialized workflows still argue for other tools, and if yours is one, we will say so plainly rather than force a fit.
Can you migrate our existing data?
Yes. Depending on the source and its condition, we bring over lists, balances, and history, or start fresh with opening balances when historical data is too corrupted to trust. That judgment call matters, and we make it with you after inspecting what you have, not on autopilot.
How long does setup take?
A straightforward new-company build typically completes within a couple of weeks, including training. Migrations and multi-app configurations run longer. You receive a timeline during scoping, and because we do these constantly, the estimate you get is one we can keep.
Related services
Let's talk about quickbooks setup
One conversation with a CPA who knows your industry can change the trajectory of your year. Schedule a strategy session, bring your questions, your last return, and thirty minutes.