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

Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. They positively revolutionized our entire accounting process. They’ve been very patient in the planning phase of our new ERP system. We’ve entrusted Fourlane with the future of our business and it’s been the best move we’ve made to date.

Gemma Goeas - Fourlane

Gemma Goeas

Accounting Director, KniTec

We have been working with Fourlane for over three years now.  They are wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!


Jonathan Miller

CFO, Earth Animal Ventures

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!

John Costelli - Castle Merchandising

John Costelli

President, Castle Merchandising

Fourlane helped us convert from NetSuite to Quickbooks. I’m very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is 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. 


Jim Roundtree

CFO, Cinsay

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.