Quickbooks™ Online Setup and Support

Professional install, set up, and management of your Quickbooks Online for your business.

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QuickBooks Online Services — Setup, Cleanup & Decision-Ready Reporting

Make QuickBooks work for you—not the other way around. At Take Flight Business Solutions, we configure, clean up, and maintain QuickBooks Online (QBO) so your numbers are accurate, your workflows are lighter, and your reports actually guide decisions. Led by Brian Dela Cruz, CPA (MA), we turn messy files into clear, reliable financials—then keep them that way with a predictable monthly rhythm.


What we do (in plain English)

  • QBO setup or rebuild — A chart of accounts that mirrors how your business runs, so reports match reality.
  • Bank feeds that save clicks — Smart rules for vendors, platforms, and payment processors reduce manual work.
  • Classes & locations — Only where they add value (projects, crews, stores, regions).
  • App connections — The right tools connected cleanly—no duplicate data or reconciliation headaches.
  • Monthly reviews — Tie-outs to the general ledger, invoice/bill checks, and a short summary of what changed and what to do next.


Who benefits most

  • Contractors & trades — job-cost visibility, WIP insights, and progress-billing control
  • Real-estate investors (BRRRR, rentals, flips) — clean basis/depreciation, property-level reporting, bank-ready statements
  • Healthcare & med spas — revenue cycle clarity, retail sales-tax mapping, HIPAA-aware workflows
  • E-commerce & online services — clean fee mapping, revenue recognition, multistate sales tax
  • Professional services & agencies — utilization, average ticket, dependable AR


Local roots. National reach.

We support clients near Pensacola and Cantonment (including Pace, Gulf Breeze, Milton, Navarre, Perdido, Fort Walton Beach, Niceville) and along Gulf Shores/Orange Beach, AL—plus owners nationwide via secure portal and short screen-recorded walkthroughs.


Our cleanup-to-cadence path

 1) Scope & file diagnostic — Map sales channels, accounts, and workload drivers; you get it in writing.
 2) Cleanup or rebuild — Time-boxed project to fix chart, bank rules, opening balances, and mis-posted items.
 3) Monthly bookkeeping — Reconciliations, invoice/bill review, and a clear note that explains results and next steps.
 4) Quarterly planning — Taxes, capex, staffing, and owner distributions—so profit becomes cash and cash becomes leverage.


Why owners choose Take Flight Business Solutions for QBO

  • CPA (MA) oversight with documented checklists—books delivered on schedule
  • Reports that drive action—not just numbers, but what changed and what to do next
  • Bank- & tax-agency–ready documentation maintained during the year
  • Fixed, transparent pricing for monthly work; separate scoped quotes for historical cleanup


What's Next?

Book a 30-minute fit call. We’ll review your goals, run a quick QBO diagnostic, and provide a clear written plan with a fixed monthly fee. If cleanup is required, we’ll quote it as a stand-alone project with a defined timeline. Then we keep your QuickBooks clean—and your decisions clear.

QuickBooks™ Online

Take Flight Business Solutions LLC has a deep understanding of QuickBooks™ and can help you get the most benefit out of the software tool. It can be very easy to double count revenue, misclassify deposits and expenditures, and not account for assets, depreciation, and loans correctly. Most do it yourselfers, without an accounting background, just make a big mess of it, which can be quite expensive to fix. We are experts in QuickBooks™ Online software, so we can prevent and make these type of problems go away.


QuickBooks™ Online accounting software is the preferred accounting software of small businesses. As Certified QuickBooks™ Pro Advisors, serving clients across the United States or nationwide, Take Flight Business Solutions, can help you with QuickBooks™ setup and ongoing support, so that your business can take advantage of the most efficient software for accounting and bookkeeping on the market.


Working with a QuickBooks™ accounting professional is the best way to ensure that you get the most value out of your subscription and that you get accurate and meaningful results from your QuickBooks™ software.


Although QuickBooks™ is designed for easy use, the initial setup and installation of the software should be done by a professional to ensure that all future accounting records are accurate. This is especially important if you decide to switch from manual accounting to QuickBooks™ in the middle of a fiscal year. Also, it can be time consuming, and errors can easily happen, especially if you aren't familiar with the workflows of the system. Every year, there are updates and changes. Let us use our ongoing training and expertise to help you maximize the value you get out of your accounting and financial system.

Quickbooks™ Online Services

Here is a brief overview of the services that we provide to assist you with your QuickBooks™ setup:


  • Selecting the right version of QuickBooks™ accounting software for your small or medium-sized business;
  • QuickBooks™ chart of accounts setup, including accounts receivable, accounts payable, payroll and inventory;
  • Entering your transactions into QuickBooks™;
  • Preparation of lists related to the items that are billed to your customers, including services, non-inventory parts, inventory parts, sales taxes and other charges;
  • Training for your staff in the use of QuickBooks™ for accounting and tax purposes;
  • QuickBooks™ support to answer all questions at every level of QuickBooks™ expertise, ranging from novice to advanced.


Our QuickBooks™ services are designed to be comprehensive so that you will have all of the tools that you need to manage accounting for your business with QuickBooks™.

QUICKBOOKS SERVICES FAQs

  • Why choose a QuickBooks ProAdvisor?

    As Certified ProAdvisors, we’re Intuit-trained, stay updated, and troubleshoot efficiently, ensuring accurate QuickBooks setup.

  • QuickBooks Desktop or Online?

    We recommend QuickBooks Online for cloud access and integrations. Desktop can be converted to Online in 1–2 weeks.

  • Can you fix a messy QuickBooks file?

    Yes, we audit, correct errors, reconcile accounts, and deliver a clean file. Cleanups cost $500–$5,000, based on scope.

  • Can you train my team on QuickBooks?

    Yes, we provide 2–8 hours of tailored training on transactions, reconciliations, reports, and best practices.

  • What apps integrate with QuickBooks?

    We set up Square, Stripe, Bill.com, TSheets, Shopify, and more to streamline payments and inventory.

  • How do you choose the right QuickBooks plan?

    We assess your needs (users, inventory, reporting) and recommend the best plan ($30–$200/month), starting small if possible.

  • Can you convert from other software to QuickBooks?

    Yes, we migrate data from Xero, FreshBooks, or others to QuickBooks Online, ensuring accuracy and training.

  • What if I’m using QuickBooks wrong?

    We perform a health check to fix incorrect accounts, duplicates, or sales tax setup, preventing tax or financial issues.

Ongoing Quickbooks™ Online Support

As with any accounting software setup and maintenance, time spent working on the software means less time spent on your business. Our services are designed to help you manage your accounting records so that you can focus on what is important.


We can provide bookkeeping support on a monthly, quarterly, or annual basis to help ensure that your QuickBooks™ data files are accurate and up-to-date.

Quickbooks™ Setup Costs

Our QuickBooks™ Online accounting services are designed to meet the budgets of our clients. We'll first discuss your business and your accounting needs with you before we quote a price for our services. We work with many small to medium-sized businesses and we guarantee fair pricing along with customized services to solve your accounting challenges.