QuickBooks Setup & Support for Northbrook, Chicago & the North Shore
Get your financial systems running smoothly from day one
Whether you’re setting up QuickBooks for the first time, switching from spreadsheets, or struggling to fix data errors, we provide expert guidance that gets your books running smoothly—and keeps them that way.
Set Up QuickBooks Right From the Start
As Certified QuickBooks ProAdvisors, we know how to configure your system correctly from day one. That means avoiding common setup mistakes and ensuring your software is fully aligned with your business.
Our setup support includes:
- Choosing the right QuickBooks version (Online or Desktop)
- Installing, activating, and configuring company settings
- Building a customized chart of accounts
- Integrating bank and credit card feeds
- Designing invoices, estimates, and reports
- Ensuring your data is captured accurately all year long
When QuickBooks is set up properly, everything—from reporting to tax prep—becomes easier.
Fix Problems Fast and Keep Your Books Clean
QuickBooks isn’t just a one-time setup—it requires ongoing maintenance. We provide support that gives you confidence in your financial data.
We help with:
- Correcting categorized transactions
- Cleaning up messy or corrupted files
- Reconciling bank and credit card accounts
- Answering day-to-day software questions
- Providing one-on-one or team training
- Periodic file reviews to prevent future issues
Whether your QuickBooks file needs a full clean-up or you just need a quick answer, we’re available by phone, email, or remote session.
Set Up With Taxes in Mind
Because RHL is also a tax and accounting firm, we configure QuickBooks to make tax season smooth and stress-free. You’ll avoid last-minute scrambles, missing documents, and year-end surprises.
Our approach ensures:
- Accurate reports for your tax return
- Proper tracking of deductible expenses
- Clean data for faster filing
- Seamless communication between your software and your tax preparer
When tax time arrives, your QuickBooks data is ready—and so are we.
We Handle the Mess So You Don’t Have To
Business owners often come to us because:
- Their QuickBooks file is disorganized or inaccurate
- They can’t reconcile accounts
- Reports don’t make sense
- Their chart of accounts is confusing
- They upgraded versions and something broke
- They’re spending too much time troubleshooting
We clean up the problems, streamline your system, and help you regain control of your books.
Frequently Asked Questions
Should I choose QuickBooks Online or QuickBooks Desktop?
It depends on your business. QuickBooks Online works well for most modern, mobile teams, while Desktop offers advanced inventory features for certain industries. We evaluate your workflows, user count, and reporting needs before recommending the best version.
How long does a proper QuickBooks setup take?
Basic setups can be completed in a couple of hours; more complex configurations—multiple bank feeds, custom invoicing, historical data import—may take longer. The goal is long-term accuracy, not speed.
Can you migrate data from spreadsheets or another software?
Yes. We frequently import prior-year data, set up a clean chart of accounts, and integrate historical transactions so your books start accurate from day one.
What if my QuickBooks file is already a mess?
No problem. QuickBooks cleanup is one of our most requested services. We fix categorization errors, reconcile accounts, repair corrupted data, and restructure reports for clarity.
Do you provide QuickBooks training for my team?
Absolutely. We offer one-on-one or group training so your staff understands best practices—reducing errors and making month-end reporting much smoother.
Leverage the Full Power of QuickBooks With Expert Support
Whether you need setup, training, or troubleshooting, we’ll make sure your QuickBooks works for you—not against you.
