QuickBooks Setup & Automation
Done Right from Day One
We configure, customize, and automate your QuickBooks Online system，
including Shopify, Amazon, Stripe, PayPal, A2X, Dext, Hubdoc, Wagepoint, and advanced automation rules.
Modern Accounting Starts with the Right System
A well-structured QuickBooks system makes your bookkeeping faster, cleaner, and more accurate — and ensures your business stays CRA-compliant year-round.
We specialize in：
✔ New system setup
✔ Migration from Excel/Wave/other software
✔ App integrations
✔ Automation rules
✔ Custom invoice templates
✔ KPI dashboard setup
✔ Bank feed & reconciliation optimization
What’s Included
QuickBooks Online Setup
Perfect for new businesses or those switching from Excel/Wave.
● Chart of accounts setup (industry-Specific)
● Opening balances
● Sales tax (GST/HST) setup
● Payroll & WSIB setup (optional)
● Class/Location tracking
● Bank & Credit card feed connection
● Custom invoice template (branding + bilingual)
● Custom email templates
● Products/Services list setup
● Chart of accounts cleanup
Automation Setup
Full corporate tax return (T2)
Schedule 100 & 125 (financial statements)
Schedule 1 (tax adjustments)
Capital cost allowance (CCA)
GST/HST reconciliation
Dividends & shareholder loan review
Filing through CRA EFILE (where applicable)
E-Commerce & Platform Integration
Full corporate tax return (T2)
Schedule 100 & 125 (financial statements)
Schedule 1 (tax adjustments)
Capital cost allowance (CCA)
GST/HST reconciliation
Dividends & shareholder loan review
Filing through CRA EFILE (where applicable)
App Stack Implementation
Full corporate tax return (T2)
Schedule 100 & 125 (financial statements)
Schedule 1 (tax adjustments)
Capital cost allowance (CCA)
GST/HST reconciliation
Dividends & shareholder loan review
Filing through CRA EFILE (where applicable)
System Migration
Full corporate tax return (T2)
Schedule 100 & 125 (financial statements)
Schedule 1 (tax adjustments)
Capital cost allowance (CCA)
GST/HST reconciliation
Dividends & shareholder loan review
Filing through CRA EFILE (where applicable)
Special Features
Industry-Specific QBO Setup
Construction · Retail · E-commerce · Restaurants · Wellness · Consultants · Real estate · Investment HoldCo
Trilingual Invoice + Email Templates
English / 中文 / فارسی Professional layout + Pay Now button.
GST/HST Compliance Built-In
Automatic GST/HST tracking for multi-province sales.
Designed by Experienced Accountants
Not a junior bookkeeper — the system is built by professionals with real tax & bookkeeping experience.
Easy to Use for Clients
We provide a video walkthrough + onboarding guide.
Pricing
QuickBooks Setup
| Package | Fee | Includes |
|---|---|---|
| Basic Setup | $199+ | Chart of accounts + bank feeds + invoices |
| Professional Setup | $599+ | Full setup + automation rules + email templates |
| System Migration | $599–$1299 | Move from Wave/Excel/old QBO |
Integrations
| Integration | Fee | Notes |
|---|---|---|
| Shopify/ Amazon + A2X | $399–$699 | Recommended for accuracy |
| Stripe / PayPal | $199–$399 | Automation + matching |
| POS Integration | $199–$399 | For restaurants and retail |
App Stack Setup
| App | Fee |
|---|---|
| Dext / Hubdoc Setup | $69-$169 |
| Wagepoint Payroll | $129-$229 |
| Plooto A/P System | $99-$199 |
| Google Drive Folder Automation | $99-$199 |
Our Process
Assessment & Planning
We review your business type, tax situation, and workflow.
System Build
Chart of accounts, tax codes, automation, templates.
Integration & Testing
Shopify/Amazon/Stripe/A2X/Plooto/Dext fully connected.
Training & Handover
1-on-1 walkthrough (Additional Charge by service hours) Video demo | SOP checklist
Ongoing Support
Monthly bookkeeping packages available.
FAQs
Q1. How long does setup take?
1–3 business days for simple setups; 5–10 days for eCommerce integrations.
Q2. Do you migrate data from Excel or Wave?
Yes — we regularly migrate full-year data.
