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QuickBooks Setup

Your Books.
Your Numbers.
Done Right.

QuickBooks ProAdvisors charge $125–$200/hr for setup that drags on for weeks and still leaves your chart of accounts a mess. Bookkeepers bill $500–$1,500 just to migrate data. Boojee takes you from chaos to clarity in 5 days — chart of accounts built, banks connected, invoices ready, and taxes mapped from day one.

5 Days Chaos to Clarity
$398 Starter Setup, One-Time
No Monthly Fee — Ever
What We Configure

Six pillars of clean books — configured correctly the first time.

Each component left misconfigured is a liability at tax time. We handle all six end-to-end so you never have to guess.

Chart of Accounts

A custom COA built to match your industry and tax obligations — not a generic template. Every income stream, expense bucket, and equity account mapped and labeled.

Bank & Credit Card Connections

All business checking, savings, and credit cards synced and auto-categorized. No more downloading CSVs or manually entering transactions.

Invoice Templates

Branded invoice and estimate templates with your logo, payment terms, and automatic reminders. Clients see a professional face; you get paid faster.

Payroll Integration

QuickBooks Payroll (or your existing provider) wired in so wages, deductions, and employer taxes post automatically with every pay run.

Tax Category Mapping

Every expense mapped to the correct Schedule C, 1120-S, or 1065 line item. Your CPA gets clean data; you get a smaller bill come April.

User Access & Permissions

Role-based access configured for owner, bookkeeper, CPA, and staff. The right people see the right data — and nothing they shouldn't.

How It Works

Four steps from intake to confident books.

No lengthy back-and-forth. We drive the process — you review and approve.

Intake

Complete our short questionnaire. We collect business type, entity structure, existing accounts, and any historical data we need to migrate.

Configure

We build your chart of accounts, connect banks, set invoice templates, map tax categories, and configure payroll integration within 48 hours.

Data Migration

Prior-year transactions, vendor records, and open invoices imported and reconciled. Full Migration clients receive up to 24 months of historical data.

Training

45-minute live walkthrough so you know exactly how to run reports, enter transactions, and use QuickBooks with confidence from day one.

Packages

One-time setup. No recurring fees.

Pick the package that fits your starting point. Both include a 45-minute training session and email support.

QuickBooks Starter

Clean Setup from Scratch

$398

One-time • No Monthly Fee

  • Custom chart of accounts
  • Bank & credit card connections (up to 3)
  • Branded invoice template
  • Tax category mapping
  • User access & permissions setup
  • 45-minute training walkthrough
  • 30-day email support
Get Started — $398
Monthly Burn Calculator

How much does bookkeeping chaos cost you?

Manual bookkeeping has a real price tag. Calculate what you're spending to stay disorganized.

How much time does bookkeeping chaos cost you?

Adjust the sliders to match your situation. We'll show you the real cost — and when our setup pays for itself.

Hours/week on manual bookkeeping 8 hrs/wk
Your effective hourly rate $75/hr
Monthly Cost (DIY)
$2,600

of your own time

Annual Cost (DIY)
$31,200

doing it the slow way

ROI After $398 Setup
78.6x

first-year return on investment

FAQ

Common questions.

Do I need to already have QuickBooks to get started?

No. If you don't have a QuickBooks subscription yet, we'll recommend the right plan for your business size (Online Simple Start, Essentials, Plus, or Advanced) and help you get set up. We work with both QuickBooks Online and Desktop versions.

How long does the Full Migration take?

Most Full Migrations are complete within 5 business days. Complex histories with multiple bank accounts or 2+ years of transactions may take up to 7 days. We'll give you a firm timeline after reviewing your intake form.

What if my bookkeeping is already a mess — years of unreconciled accounts?

That's exactly what the Full Migration package is built for. We've untangled multi-year messes, duplicate entries, and misclassified transactions before. If the scope is significantly larger than typical, we'll discuss a custom quote before proceeding — no surprises.

Will my accountant or CPA have access after setup?

Yes. Part of our User Access & Permissions setup is creating an Accountant user role so your CPA can log in directly, run reports, and make adjusting entries at year-end without needing your owner credentials.

Is there a monthly maintenance or support fee after setup?

No. Both packages are one-time fees. The Starter includes 30 days of email support and the Full Migration includes 60 days. After that, you're fully self-sufficient — or you can hire us for ongoing monthly bookkeeping at a separate rate.

Get Started

Let's clean up your books.

Tell us about your business and we'll follow up within one business day to confirm your package and kick off intake.

QuickBooks Setup Inquiry

No commitment yet — just tell us where you're starting from.

Got it. We'll be in touch within one business day to confirm your package and next steps.