QuickBooks Setup, Support & Training from Expert CPAs
Get QuickBooks set up right, cleaned up, and actually working for your business.
QuickBooks, done right
Legacy CPAs helps business owners nationwide get the most out of QuickBooks, from first-time setup to cleanup, ongoing support, and hands-on training. Whether you’re on QuickBooks Online or Desktop, we make sure it’s configured correctly for your business so your reports are accurate and your books practically keep themselves.
How we help with QuickBooks
Setup, cleanup, training, or ongoing support, whatever you need.
- New QuickBooks setup and chart of accounts
- Cleanup and troubleshooting of existing files
- Migration from Desktop to Online
- One-on-one and team training
- Ongoing support and monthly maintenance
- Integration with payroll and bookkeeping
Stop fighting your software
A misconfigured QuickBooks file quietly produces wrong numbers for months. We get it set up the right way and show you how to use it, so you spend less time wrestling with the software and more time running your business, with reports you can actually trust.
- Set up correctly from the start
- Training tailored to how you work
- Support when you get stuck
Questions about quickbooks services
Yes, both. We can set up, clean up, and support either one, and we can help you migrate from Desktop to Online if that’s the better fit for your business.
Yes. Cleanup is one of the most common things we do, reconciling accounts, fixing the chart of accounts, and correcting past entries so your reports are finally accurate.
We do. We’ll train you or your team one-on-one on the parts of QuickBooks you actually use, so day-to-day bookkeeping stops being a guessing game.
Either works, and we’ll give you an honest recommendation. Some clients want to run it themselves with our support; others hand the whole thing to our bookkeeping team.
Yes. We can get a new company file set up correctly from the start, including your chart of accounts, bank connections, and payroll if needed.
It depends on how far behind or disorganized things are, but most cleanups take a few weeks. We’ll give you a clearer timeline after an initial review.
Yes. We offer hands-on training so your team can confidently handle day-to-day entries, with us available for the trickier items.
Yes. Many clients keep us on for ongoing support to answer questions, review entries, and catch issues before they become bigger problems.
Online is cloud-based and accessible from anywhere; Desktop is installed locally and often preferred for certain industries or more complex needs. We can help you decide which fits your business.
Yes. We set up bank feeds so transactions flow in automatically, which cuts down on manual entry and keeps your books current.
Still have questions? We’re happy to help.
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Let's get QuickBooks working for you
Start with a free consultation. We’ll look at your setup and map out the fastest path to accurate, low-effort books.