Finveritas Capabilities:

Connecting with and to QuickBooks

Support from Day One – And Beyond.
Whether you’re launching your first business or streamlining an existing one, connecting to QuickBooks with the right setup is crucial. At Finveritas Bookkeeping, we don’t just “get you on QuickBooks”—we build a financial foundation tailored to your business goals, cash flow, and industry. For startups, that means clarity and control from day one. For growing companies, it means cleaning up inefficiencies and unlocking smarter decisions with clean, real-time data. Let us handle the setup, so you can focus on building what matters most—your business.

QuickBooks Connection & Setup

Streamline Your Finances. Simplify Your Workflow.

QuickBooks Online is one of the most powerful and widely used bookkeeping tools for small and mid-sized businesses—but only if it’s set up correctly. At Finveritas Bookkeeping, we connect your business to QuickBooks with clean, customized configurations that match your operations, so you can manage your books confidently and efficiently from day one.

Whether you’re brand new to QuickBooks or need to clean up an existing setup, we’ll make sure your financial data is accurate, secure, and optimized for growth.

Key Features

Full QuickBooks Online account setup or optimization
Custom chart of accounts tailored to your industry
Bank and credit card account connections (read-only access)
Invoice, expense, and payment tracking integration
Payroll and app integration setup (Gusto, Square, etc.)
Real-time dashboard configuration and reporting setup
Secure cloud-based access from any device
Training and walkthroughs are available upon request

How It Works

Discovery Call & Needs Assessment
We learn about your business, current systems, and goals.
Account Setup or Audit
We set up QuickBooks from scratch or review your current account for accuracy, structure, and functionality.
Connections & Customization
We link your bank and credit card accounts, set up automations, organize your chart of accounts, and customize reports to suit your business model.
Walkthrough & Handoff
We show you how to access your data, navigate reports, and avoid common mistakes. You’re never left in the dark.
Ongoing Support (Optional)
We offer monthly bookkeeping, QuickBooks maintenance, or troubleshooting when you need a helping hand.

Why Use Finveritas for Your QuickBooks Setup?

We speak QuickBooks fluently. We’ve set up dozens of accounts across industries—from consultants to contractors to online stores.
We set you up for success, not confusion. No duplicate accounts, missing categories, or incorrect tax settings.
We customize, not cookie-cutter. Your QuickBooks account is built for your specific business needs, not a generic template.
We’re your support team. Need help after setup? We’re here to guide you, not just hand over the keys and disappear.

Your Business Benefits By…

🚀 Starting with a system that’s built right from the beginning
🧾 Automatically syncing income, expenses, and transactions
📊 Viewing real-time dashboards that make sense
🧠 Avoiding costly errors that delay tax filings or disrupt reporting
📞 Having ongoing access to support when you need it

Top 10 FAQs – QuickBooks Connections & Setup

1. What version of QuickBooks do you support?

We specialize in QuickBooks Online, the cloud-based version that’s ideal for small to mid-sized businesses. If you’re using QuickBooks Desktop, we can help transition you to QBO.

2. Can I link my bank and credit card accounts to QuickBooks?

Yes! We securely connect your accounts using read-only access so your transactions sync automatically.

3. What if I already have QuickBooks, but it’s a mess?

No problem. We offer a full QuickBooks Clean-Up and Optimization Service to fix categorization errors, duplicate accounts, and structural issues.

4. Do I need QuickBooks to use your bookkeeping services?

We highly recommend it, and we can help set it up for you. It keeps everything accurate, efficient, and easy to track on both ends.

5. How long does the setup take?

Most QuickBooks setups or cleanups take 3–7 business days, depending on your business complexity and number of accounts.

6. Can you train me or my staff on how to use it?

Yes. We offer basic walkthroughs and 1-on-1 training to show you how to view reports, track expenses, send invoices, and more.

7. Is QuickBooks secure?

Absolutely. QuickBooks Online uses advanced encryption and is considered highly secure for business financial data.

8. Do I still need a bookkeeper after connecting QuickBooks?

Yes—QuickBooks organizes your data, but it doesn’t categorize, reconcile, or review it for accuracy. That’s where we come in.

9. Will this help me at tax time?

Definitely. A properly set up QuickBooks account ensures your books are clean, organized, and ready for your CPA come tax season.

10. How much does QuickBooks setup cost?

Our setup and optimization packages start at $349, depending on the number of accounts and complexity. We’ll quote you upfront—no surprises.

Ready to connect your business to a better bookkeeping system?
Let’s get QuickBooks working for you—not against you.

[Book a QuickBooks Setup Call Today]

QuickBooks Connection

Overview