QuickBooks Setup and Training

Get QuickBooks Set Up Right — And Learn How to Use It Like a Pro

Capgro Bookkeeping Services LLC provides expert QuickBooks Setup and Training Services designed for small businesses looking to grow.

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QuickBooks Setup. Smart Training. Bookkeeping That Grows With You.

Are you struggling with setting up QuickBooks Online or finding it hard to understand how to use it effectively? At Capgro Bookkeeping Services LLC, our QuickBooks Setup and Training Services are designed to get your business up and running fast. Whether you need help from a Remote QuickBooks Bookkeeper for Small Business, personalized QuickBooks Online Setup Help, or One-on-One QuickBooks Training Near Me, we’re here for you. With our help, you'll gain clarity and confidence—and many clients go on to benefit from our QuickBooks Expert for Ongoing Bookkeeping Support.

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The Problem with QuickBooks Setup and the Learning Curve

Setting up QuickBooks Online may seem easy — until you're in too deep. Many small business owners struggle with:

Choosing the right QuickBooks subscription level
Creating a chart of accounts that fits their industry
Syncing bank accounts and apps correctly
Setting up sales tax, payroll, or invoicing features
Misclassifying expenses or income due to confusion

And once it's set up? That's when the learning curve really begins:

Confusion about what reports to run and when
Difficulty understanding how to reconcile accounts
Frustration with categorizing transactions accurately
Wasting hours trying to fix small errors that snowball over time

Our Solution — QuickBooks Setup and Training Services That Work

At Capgro Bookkeeping Services LLC, we take a two-part approach:

QuickBooks Setup Help:

✅ Choose the right subscription level for your business
✅ Set up your company file from scratch
✅ Connect your bank accounts and import existing data
✅ Create a chart of accounts tailored to your industry
✅ Configure tax settings, payroll, and invoicing
✅ Ensure everything is running smoothly before training begins

One-on-One QuickBooks Training:

✅ Hands-on, real-time training sessions
✅ Learn to categorize transactions with confidence
✅ Generate financial reports like Profit & Loss and Balance Sheet
✅ Master reconciliations, invoicing, and expense tracking
✅ Understand your numbers and improve financial decision-making
✅ Access to ongoing QuickBooks expert support if needed

What We Do Next — Personalized for Your Business

Once we’ve completed the QuickBooks setup, we identify your business type (construction, retail, medical, real estate, consulting, etc.) and build a customized chart of accounts to match. Our industry-aligned setup ensures that your QuickBooks data works for you — not the other way around.

We then tailor your training around the features and workflows most relevant to your operations.

QuickBooks setup - Bookkeeper setting up books

Why Capgro Bookkeeping Services?

🚀 Over 10 years of accounting experience
📅 Remote QuickBooks Bookkeeper support available year-round
📈 Specialists in small business and growing companies
📊 Certified QuickBooks ProAdvisors
🌟 Flexible training hours
✨ Clean-up and monthly bookkeeping services available
☑️ 100% remote and cloud-based with secure access

QuickBooks Setup and training - QuickBooks Setup and training - Satisfied client

How It Works

Book a Free Discovery Call – Let’s talk about your QuickBooks needs.
Choose Setup, Training, or Both – We’ll customize your package.
Complete Your Setup – We handle the setup or correct your existing file.
Attend One-on-One Training – Live virtual walkthroughs.
Add Monthly Bookkeeping (Optional) – Keep your books clean and up to date.

Whether you need QuickBooks Setup, training, or both, our QuickBooks experts, are affordable. Our process is simple and efficient.

Comparing Quickbooks Online Versions

The table below shows the different features of the major Quickbooks Online versions (as of May 2025). Quickbooks may modify these features and add new features.

Simple Start

Essentials

Plus

Advanced

Income and expenses
Banking with 3.00% APY
Bookkeeping automation
Invoice and payments
Tax deductions
General reports
Receipt capture
Mileage tracking
Cash flow
Sales and sales tax
Estimates
Contractors
Connect 1 sales channel
Bill management

Income and expenses
Banking with 3.00% APY
Bookkeeping automation
Invoice and payments
Tax deductions
Enhanced reports
Receipt capture
Mileage tracking
Cash flow
Sales and sales tax
Estimates
Contractors
Connect 3 sales channels
Bill management
Multiple currencies
Includes 3 users
Enter time

Income and expenses
Banking with 3.00% APY
Bookkeeping automation
Invoice and payments
Tax deductions
Comprehensive reports
Inventory reports
Enhanced sales reports
Profitability reports
Receipt capture
Mileage tracking
Cash flow
Sales and sales tax
Estimates
Contractors
Connect all sales channels
Bill management
Multiple currencies
Includes 5 users
Enter time
Inventory
Project profitability
Financial planning

Income and expenses
Banking with 3.00% APY
Bookkeeping automation
Invoice and payments
Tax deductions
Powerful reports
Receipt capture
Mileage tracking
Cash flow
Sales and sales tax
Estimates
Contractors
Connect all sales channels
Bill management
Multiple currencies
Includes 25 users
Enter time
Inventory
Project profitability
Financial planning
Auto-track fixed assets
Data sync with Excel
Batch invoices and expenses
Custom access controls
Workflow automation
Data restoration
24/7 support & training
Revenue recognition

We help you choose the right level for your business and avoid paying for features you don’t need.

Ready to Get QuickBooks Right From the Start?

Let Capgro Bookkeeping Services LLC take the stress out of setup and training — so you can focus on growing your business.

What Our Clients Say

“I was drowning in QuickBooks confusion. Capgro set everything up and trained me in less than a week. Now I’m finally confident with my numbers!”

— Lisa T., Boutique Owner

“George and his team didn’t just train me — they helped me clean up a year’s worth of mess. Highly recommend their training and monthly support!”

— Darren R., HVAC Contractor

“Thanks to Capgro’s personalized training, I now run monthly reports myself — and I understand what they mean!”

— Marcia G., Real Estate Agent