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QBO / Xero Setup
A clean, correctly structured accounting file built right from day one.
Overview
Get QuickBooks Online or Xero set up properly so every report you run later is trustworthy. I configure the chart of accounts, classes, locations, and tracking categories around how your business actually operates — and connect your banks, cards, and sales platforms so data flows in automatically.
What’s included
- Chart of accounts tailored to your industry
- Classes, locations & tracking categories
- Bank, credit card & payment processor connections
- Opening balances and basic automation rules
- A short walkthrough so you know how it works