QuickBooks Setup Services

From small implementations to complex QuickBooks Enterprisehosted setups, we’ll help you implement QuickBooks for your business and industry.

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How We Help With QuickBooks Setup

Our team has several years of real world experience implementing and using QuickBooks within many types of business scenarios, industries, and end user roles from bookkeeper to CFO.

Software Selection

First, your dedicated QuickBooks consultant will go through a detailed setup checklist to determine:

  • Which version of QuickBooks will best suit the needs of your business
  • The number of licenses required to support your staff needs
  • Any 3rd party applications needed
  • If any custom programming or integration is needed

If you buy QuickBooks from Fourlane, we offer preferred pricing on select QuickBooks products, which, in many cases, will give you a perpetual discount on all of your licenses.

System Design

In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

QuickBooks Enterprise Software
File Setup and Internal Controls

During the file setup stage, we’ll configure QuickBooks on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your file based on the implementation plan we developed for you, such as setting up:

  • A customized Chart of Accounts
  • Lists
  • Preferences / Settings
  • Forms
  • Payroll
  • Taxes
  • Templates
  • Inventory
  • Memorize Reports
  • Fixed Assets

If we’re importing data from your previous accounting software, we’ll clean it and ensure it has imported cleanly. Let Fourlane take the stress away when you take advantage of QuickBooks setup help from our experts.

Third-Party and Custom Applications

If, during the planning stage, we determine that you’ll need a 3rd party app and / or custom programming, we will implement those after we get your base QuickBooks file set up. If you’re using QuickBooks Enterprise, this could be as straightforward as turning on and setting up Intuit’s Advanced Inventory or Reporting Add-On. We can also handle more complex situations that require a customdeveloped application or integration with external systems. These custom applications are owned by you and build off of Intuit’s API.

Reporting and Automation

Once we’ve got your QuickBooks file and any supporting apps & integrations set up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set up automation, and / or build any custom report you need so that you get the most out of your QuickBooks data.

Training and Knowledge Transfer

Lastly, we’ll make sure your team feels confident using your new system. Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific QuickBooks system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we offer that option as well.


Customer Story

Fourlane’s File Review process uncovers hidden problems and provides solutions to QuickBooks issues

Contemporary Research’s financials were not accurate and their QuickBooks file was 20 years old and crashed daily and inventory numbers were off. In addition, they did not have an accurate picture of its product costs because the bill of materials for assembly items wasn’t set up properly.

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QuickBooks ProAdvisors

Choose Our Certified Experts for Your QuickBooks Setup Needs

Having performed thousands of QuickBooks implementations and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right QuickBooks solution for your business.

Fourlane DRIVETM

At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success. Learn how Fourlane’s company values allow our experts to excel at the QuickBooks setup process.

1. Discover

We begin by understanding your systems and current processes to discover the root issue and potential challenges.

2. Right Fit

Receive open and authentic communication from our team on which products are right for you.

3. Inform

Our comprehensive and informative project scoping process is designed to eliminate any potential roadblocks.

4. Vision Implementation

Your project commences with the end goal of getting the right data to make informed business decisions.

5. Endless Execution

Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.


Industry Experts

A Partner That Understands Your Business & Industry’s QuickBooks Setup Needs

Fourlane’s consultants have worked within virtually every existing industry to assist thousands of businesses in tailoring QuickBooks and their ERP systems to fit the unique needs their industry requires. Whether you run a small restaurant, an international manufacturing business, a hair salon, a healthcare business, a software company, or even a nonprofit, we’ve seen it, done it, and can help. See below which types of businesses and industries can benefit from our QuickBooks setup help.

What Our Clients Are Saying

Jonathan Miller​
Jonathan Miller
Earth Animal Ventures
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We have been working with Fourlane for over three years now. Our account representatives are Trisha Thomas and Katrina Schruber. They are both wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!
Shay Thieneman
Shay Thieneman
Barrell Craft Spirits
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Working with Fourlane was simply, fast and effective. I enjoyed my experience with Fourlane and would recommend them to anyone that needs software conversion. Chelsea Enos was also wonderful helping me figure out exactly what my needs would be.
Gemma Goeas​
Gemma Goeas
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Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. Laura Davidson & her team are total rockstars - they positively revolutionized our entire accounting process. Chelsea Enos is a knowledgeable & responsive account manager. She's been very patient in the planning phase of our new ERP system. We've entrusted her and her team with the future of our business and it's been the best move we've made to date.
John Costelli​
John Costelli
Castle Merchandising
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My Quickbooks company file was enormous, with some data corruption, so we needed to migrate to a new file. Fourlane had the expertise, tools, and friendly staff to get us set up with a new file, keeping important data, and purging the old data, all with minimal downtime.  I put my company's future in Fourlane's hands, and they delivered! Thank you!
Jim Roundtree
Jim Roundtree
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Fourlane is helping us convert from NetSuite to Quickbooks. I'm very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is assisting us with the data conversion, and they've been extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process. I can't say enough about the confidence we have in Fourlane and what a pleasure it is to work with them.
Christy Ricketts
Christy Ricketts
Contemporary Research
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We have worked with Alisha Raesz at Fourlane for over 2 years. She has helped us navigate building new QB files for two companies and has been a lifesaver is keeping our QB file up to date. We consider Alisha a part of the CR team. She is extremely professional and always willing to teach us how to make changes and updates the correct way. We can't thank Alisha and the entire Fourlane team enough for helping us organize our company so we can grow! I highly recommend Alisha if you are in need of an experienced Quickbooks professional.
James Jensen
James Jensen
Next Stage Design
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Our company has worked several times with Fourlane, and we could not be happier! They are both responsive and professional, and Fourlane constantly impresses with both the quality of the reports they produces for us, as well as the quick timelines he's able to adhere to (and beat at times!) If it was possible to give more than 5 stars I would, because that's just how satisfied we have been working with Fourlane.
JJ Luebbe
JJ Luebbe
Luebbe Companies
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Alisha Raesz of Fourlane has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and Fourlane. Thanks!!!
Kirk Rowland
Kirk Rowland
OXEN Technology
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I've been through a few different software conversions. Each of them was stressful and difficult. Fourlane made our conversion from Microsoft Dynamics Great Plains to Quickbooks Online as simple and painless as I've experienced. Every aspect was top notch. Kaylin Leland was awesome and very patient with us as our staff had varying levels or prior experience with QB. Trisha Thomas managed the project exceptionally well and was checking in frequently to make sure we were happy with every aspect. I would HIGHLY recommend Fourlane for anyone looking to transition to Quickbooks.
Steve Arendt
Steve Arendt
Teeco Solutions
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Fourlane has been instrumental in helping us streamline our accounting process. We upgraded to Quickbooks Desktop Manufacturing and Wholesale and Kaylin Leland has done a phenomenal job guiding us through the upgrade, addressing all of our issues with practical solutions and getting us to speed. She’s also been very patient with our team as we all have varying levels of experience within Quickbooks. It is always a pleasure to work with Kaylin and we are truly grateful for all of her support. Thank you!
James Narron
James Narron
Progressive Nursing Staffers
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Progressive Nursing Staffers was privileged to have Laura Walsh who made our transition from Great Plains very smooth with no glitches. Thank you Laura for your expert help in bringing us up very quickly. Laura was especially knowledgeable and had great patience.
Janet Bolton
Janet Bolton
State of Oklahoma
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We were assigned Jena to work with our file conversion process and we couldn’t have been more pleased. She was responsive to our questions and helped us tremendously from start to finish. Her confidence and professionalism made the entire process smooth and stress free.
Dan Hawley
Dan Hawley
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I was in a huge crunch with needing assistance to move accounting information off a mid range accounting software to QB for 6 clients ranging from $600K to $2.2 million overnight due to COVID 19. Fourlane has been a huge assistance as I have never used QB in the past. Fourlane has been extremely valuable and tremendous help.
Danny Matheus
Danny Matheus
Fulcrum Insurance
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Fourlane, and specifically their wonder consultant Taresa Sparks, has helped me tremendously with bringing me up to speed in QBO. No time wasted in giving me a thorough understanding of the processes and features that apply to my business. Taresa is a true QB Expert. I'm gonna hang onto this service... I have lots more to learn.

What Our Clients Are Saying

“Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows.”

Gemma Goeas - Fourlane
Gemma Goeas

“I put my company’s future in Fourlane’s hands, and they delivered! Thank you!”

John Costelli - Castle Merchandising
John Costelli
Castle Merchandising

“I enjoyed my experience with Fourlane and would recommend them for software conversion.”

Shay Thieneman at barrell Craft Spirits
Shay Thieneman
Barrell Craft Spirits

Join thousands of businesses who trust Fourlane with their books

Whether you’re currently using QuickBooks and need professional consulting services, are looking to buy QuickBooks or even outgrowing QuickBooks, we can help.

FAQs About QuickBooks Setup Help

QuickBooks setup help is a service Fourlane offers where our team helps you set up your QuickBooks accounting software. We will tailor the configuration to fit your business needs and requirements best.

QuickBooks professional setup assistance will protect your business. Working with a trained professional will ensure your QuickBooks software matches your business needs, has no common errors, and has the correct financial data you need. Setup assistance will optimize the use of your QuickBooks software so it becomes a valuable asset in your business.

Yes, but it’s risky to do so. Using a professional QuickBooks setup service will save time because experienced consultants work quickly with the program they’re already familiar with. They can avoid mistakes you might make as a new user and will walk you through how to make the most out of the QuickBooks software features.

All businesses benefit from QuickBooks setup help! It doesn’t matter the size, the industry, or how long the company has been operating. Every business or enterprise will benefit from using Fourlane’s QuickBooks setup assistance.

Yes! The setup assistance service will consider your business’s unique characteristics and requirements. This ensures that your QuickBooks software will accurately track your financial data and work best for your personal needs.

There are five steps to take when setting up a QuickBooks account with professional assistance:

  1. Create a company profile.
  2. Configure your accounts.
  3. Set up payroll and taxes.
  4. Integrate your bank accounts.
  5. Customize your preferences so QuickBooks works best with your business needs and operations.

All of these steps will make sure your setup process is the most efficient and beneficial for your business in the future.

How long it takes to set up QuickBooks with professional help depends on the specific needs of your business. It could take as little as a couple of hours at the shortest. However, it can take a few days for more complicated or larger businesses to get everything set up properly.

Usually, QuickBooks setup help is a one-time service, but that doesn’t mean consultants won’t be available when you need them. The setup process will ensure your QuickBooks software and account are running correctly. However, you can contact Fourlane for more support and assistance if you have any questions or concerns.

Yes. Our QuickBooks setup services include data migration from previously used accounting software platforms. This ensures that you won’t lose any vital information in the transition, making the change smooth and hassle-free.

Yes. You can get assistance for both desktop and online forms of Quickbooks. Just as we value every customer and their unique business, we also value your choice of platform.

The costs of QuickBooks setup help vary based on the complexity of your business needs and who you hire to perform the service. To get an exact estimate, request a quote from the provider before you begin the process. 

At Fourlane, we offer a free initial consultation to determine the scope of services needed.