QuickBooks, configured for
how your business actually runs.

QuickBooks Online and QuickBooks Desktop setup, training, cleanup, and integration in Atlanta, Georgia. Construction-specific configuration for job costing, retainage, AIA billing, and the field-to-office data flow contractors need.

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QuickBooks
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QuickBooks Services

QuickBooks does not come configured for your business.

Out of the box, QuickBooks is a generic ledger. For a contractor, a startup, or a multi-partner law firm, that generic setup misses everything that matters: job costing for construction, deferred revenue for SaaS, partner allocation for professional services. The result is an accounting system that records data but cannot answer the questions you actually have.

Xtrategist's QuickBooks practice configures the platform for how your business actually runs. We set up the chart of accounts, classes, projects, and items the way your industry needs them. We integrate the field, project management, and billing tools your team already uses. And we train your bookkeeper or admin team to keep it clean.

What We Do

QuickBooks, done right the first time.

From new setups to messy cleanups, we work in QuickBooks Online and QuickBooks Desktop, with configurations built specifically for construction, technology, and professional services firms.

Initial Setup & Customization

New QuickBooks setup with the chart of accounts, classes, projects, and items configured for your industry from day one.

Migration & Data Conversion

Migrate from spreadsheets, legacy software, or QuickBooks Desktop to QuickBooks Online with full historical data and clean opening balances.

QuickBooks Cleanup

Diagnose and rebuild messy books. Reclassify miscategorized transactions, reconcile back to a clean baseline, repair the chart of accounts.

Team Training

One-on-one and small-group training for your bookkeeper, office admin, or operations lead. Live, scenario-based, in English or Spanish.

Construction-Specific Configuration

Job costing setup, project tracking, retainage handling, AIA billing, and the WIP-ready reporting structure construction CPAs need.

App Integration

Connect QuickBooks to your project management, payroll, time tracking, and field tools so data flows automatically and your team stops doing duplicate entry.

Xtrategist team training on QuickBooks
Implementation & Training

Hands-on training, real outcomes.

Our specialists work side-by-side with your team until QuickBooks is set up the way your business actually runs. Real workflows, real reports, real time savings — not a generic template you have to grow into later.

Frequently Asked

QuickBooks questions, answered.

My QuickBooks is a mess. Can you clean it up?
Yes. QuickBooks cleanup is one of our most-requested services. We reconcile back accounts, correct misclassified transactions, restate prior-period financials, and document a clean opening balance going forward.
Do you train our internal team on QuickBooks?
Yes. We offer one-on-one training sessions for bookkeepers, controllers, and finance teams, customized to your company's specific workflows.
Should we use QuickBooks Online or Desktop?
For most growing businesses, QuickBooks Online is the right choice — better integrations, real-time collaboration, automatic backups. Desktop still has advantages for some industries with very complex job-costing needs. We help clients choose.

Ready for QuickBooks that actually fits your business?

Free 30-minute consultation with a QuickBooks specialist. No obligation. English or Spanish.

Schedule Your Consultation