--- title: "QuickBooks Setup and Cleanup in Southlake, TX | Wallace CPA" description: "QuickBooks setup, staff training and cleanup for Southlake, TX businesses: accounts, bank feeds and reports, set up with a CPA's eye on your tax return." url: https://wallacecpa.multisites.ai/services/quickbooks publisher: Wallace CPA phone: +1-877-682-1171 quote: https://wallacecpa.multisites.ai/contact --- Wallace CPA ยท Southlake, TX # QuickBooks setup, training and cleanup in Southlake, TX QuickBooks is accounting software for tracking income, expenses and bank activity. Wallace CPA helps Southlake, TX businesses set up QuickBooks, train staff to use it, and clean up files with errors, so the books are ready for reports and the tax return. [Call (877) 682-1171](tel:+1-877-682-1171)[Send a message](https://wallacecpa.multisites.ai/contact?service=QuickBooks%20setup%2C%20training%20and%20cleanup) ![Hands typing on a keyboard on a wooden desk, with a cup of coffee and glasses](https://wallacecpa.multisites.ai/_astro/keyboard-and-coffee.CB-96BLZ_d1sK4.avif) ## What's included - Company file setup and chart of accounts - Bank and credit card connections - Training for you or your staff - Review and correction of old entries - Reconciliations and month-end checks - Reports that match your tax return ## When people call - You are starting with QuickBooks and want it set up right - Reports look wrong or do not match the bank - Transactions are uncategorized - Staff need training on the software - A year or more of entries is missing ## How do you set up QuickBooks? Setup starts with how your business earns and spends money. We build a [chart of accounts](https://wallacecpa.multisites.ai/glossary/chart-of-accounts), connect bank accounts, enter opening balances and test with a few transactions. The aim is a file your tax preparer can use without rework. Ask us before you buy software or a plan. ## What does QuickBooks training cover? Training depends on who uses the file. An owner may need to read reports. A staff member may need to enter invoices and bills. We teach the steps on your own file, so the lessons match your work. Explain what you need, and we will plan the session. ## What is a QuickBooks cleanup? A cleanup reviews your file for errors, such as duplicate entries, uncategorized items and bank accounts that do not reconcile. We correct what we can, document the changes and tell you what to do differently. Cleanup usually comes before a tax return, a loan application or a move to a new bookkeeper. ## How does QuickBooks fit with taxes? The IRS says you may choose any recordkeeping system that clearly shows income and expenses. QuickBooks can do that when the file is kept up. See [small business accounting](https://wallacecpa.multisites.ai/services/small-business-accounting) and our guide to a [bookkeeping routine](https://wallacecpa.multisites.ai/guides/small-business-bookkeeping-routine). ## How do I send you my QuickBooks file? Use the [client portal](https://wallacecpa.multisites.ai/client-portal) or the [secure file page](https://wallacecpa.multisites.ai/send-a-file). Large files are fine there. Please do not email a company file. General information, not advice for your situation. Talk with a CPA about your own facts before you act. ## Questions about QuickBooks setup, training and cleanup Ask anything else: call [(877) 682-1171](tel:+1-877-682-1171). [Read the guideSmall business bookkeeping setup and a monthly routine](https://wallacecpa.multisites.ai/guides/small-business-bookkeeping-routine) ### Can you fix a QuickBooks file that is years behind? Often yes. We review what exists, collect missing statements and correct entries. We will tell you what we need before we start. ### Do I need training if I hire a bookkeeper? Owners often benefit from learning to read their reports. We can tailor training to that. ### Which QuickBooks version should I use? It depends on your business. We can talk it through before you buy. ### Will cleanup change my tax return? It may, because corrected books change the numbers. Your CPA will explain what changed. ## Related services - [Small business accounting](https://wallacecpa.multisites.ai/services/small-business-accounting) - [Payroll services](https://wallacecpa.multisites.ai/services/payroll) - [Business advisory](https://wallacecpa.multisites.ai/services/business-advisory) ## Sources 1. [IRS: Recordkeeping](https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping) ## Talk to Wallace CPA Call the Southlake office and say what you need: a return, an IRS letter, your books or a new business. Have the notice or last year's return nearby if you have one. [Call (877) 682-1171](tel:+1-877-682-1171)[Send a message](https://wallacecpa.multisites.ai/contact) 180 State Street, Suite 225, Southlake, TX 76092