QuickBooks Setup for Denver Trades
QuickBooks out of the box is built for a gift shop. We set it up for a Denver trade business: a chart of accounts that matches how you make money, projects and classes for real job costing, bank rules that do the routine work, and your field software synced without the duplicates.
What a proper setup includes
- Chart of accounts built for your trade — direct costs split from overhead, COGS structured so margins mean something
- Projects and classes matched to how you estimate and sell — the foundation for job costing
- Products and services set up so invoicing and costing flow through one structure
- Bank rules that categorize the recurring stuff automatically and correctly
- Saved reports — job profit, labor %, margin per install — one click each
- Sales-tax settings that match Colorado's home-rule reality, not the defaults
Field software, synced clean
Jobber, Housecall Pro, ZenMaid, Swept, PaintScout, DripJobs, RFMS, QFloors — field software is great at scheduling and terrible at accounting hygiene. We map the sync so invoices, payments and fees land in the right accounts and your books reconcile to the bank, not just to the app.
Starting fresh vs. fixing what's there
New company file: we build it right from day one. Existing file that's a mess: a cleanup first, then the restructure. The free file review tells you which you need — and the setup is quoted flat either way.
Related: QuickBooks Training · QuickBooks Cleanup · Job Costing
FAQ
QuickBooks Setup — common questions
How long does QuickBooks setup take?
Most setups run one to two weeks from kickoff, including integrations and saved reports. Add training time if your team will keep the books — see QuickBooks training.
QuickBooks Online or Desktop?
We build on QuickBooks Online. If you're on Desktop we'll give you an honest read on migrating — for most Denver small trades it's worth it, and we structure the new file properly from day one.
Can you connect my field software?
Yes — Jobber, Housecall Pro, ZenMaid, PaintScout, DripJobs and the flooring platforms. The mapping is the difference between a sync that helps and a sync that duplicates everything.
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