QuickBooks Online set-up and training
We set up QuickBooks Online, connect your bank feeds, untangle a company that has slipped behind and keep its books current. The plan limits below come from Intuit's Australian pricing page. Its prices change with offers, so check that page for the price today.
What we do in QuickBooks
- Set up the company in QuickBooks Online with your users, customers, suppliers and an invoice template in your branding.
- Link each bank and credit card account to a bank feed, then add bank rules for regular payments.
- Match downloaded transactions to invoices and bills, and reconcile every account to its statement.
- Clear out duplicates, amounts parked in uncategorised accounts and old items that never reconciled.
- Show your team how to create invoices, record expenses and run the reports you use.
How a QuickBooks job runs
- 01
Choose the plan
We check how many people need a login and whether you need multiple currencies or classes, which decides the plan.
- 02
Set up the company
We set up the company, connect the bank feeds and enter your contacts and opening balances.
- 03
Reconcile and correct
We reconcile each account to its statement and remove any transaction a feed downloaded twice.
- 04
Train the daily users
The people who use QuickBooks every day learn the routine, or we keep the bookkeeping going for you.
QuickBooks Online plans in Australia
| What it lists | As published |
|---|---|
| Users on the Simple Start plan | 1 user |
| Users on the Essentials plan | 3 users |
| Users on the Plus plan | 5 users |
| Users on the Advanced plan | 25 users |
| Chart of accounts on Simple Start, Essentials and Plus | Up to 250 accounts |
| Classes and locations on the Plus plan | Up to 40 |
| Multi-currency | Essentials plan and up |
| Moving between plans | Up or down at any time |
Source: Intuit Australia Pty Ltd, QuickBooks plans and pricing (Australia). Checked 15 Oct 2026.