QuickBooks Online and Xero Setup: Cloud Accounting Services
Move your business onto QuickBooks Online or Xero the right way, with a clean chart of accounts, correct sales tax, connected bank feeds and the apps that save you hours.
Cloud Accounting Services From QuickBooks and Xero Specialists
Cloud accounting software is only as good as its setup. A chart of accounts copied from a template, GST/HST codes applied inconsistently or bank feeds that duplicate transactions will give you reports you can’t trust. Many of the files we see need rework within the first year.
As QuickBooks accountants and Xero advisors, we set up your file properly from day one. We build a chart of accounts that fits your business and your tax filings, configure GST/HST, PST or QST, connect bank and credit card feeds, and set up invoicing, bills and payment rules. If you are moving from QuickBooks Desktop, Sage 50 or spreadsheets, we migrate your opening balances and the history you need.
Then we connect the apps that remove manual work, including Hubdoc or Dext for receipts, Plooto for paying bills and Wagepoint for payroll, and train your team to use them. Not sure which platform to pick? See our guide to choosing accounting software in Canada.
Certified QuickBooks ProAdvisor
Elite tier in the QuickBooks ProAdvisor program
What Our Cloud Accounting Setup Includes
A complete setup or migration, finished with a handover to you or to our ongoing bookkeeping team.
How a Cloud Accounting Setup Works
Scoping
We review your current system, transaction volume and integrations, and recommend QuickBooks Online or Xero.
Build
We set up the file, chart of accounts, sales tax, users and bank feeds.
Migrate and Test
Balances and history are brought across, then reconciled against your old system.
Train and Hand Over
We train your team, then hand the file to you or to our bookkeeping team.
Why Business Owners Choose Targeted Accounting
- CPA-led team: every file is reviewed by an accounting manager, not just a junior bookkeeper
- Cloud-first: QuickBooks Online, Xero, Wagepoint, Hubdoc, Dext and Plooto
- Based in downtown Toronto, serving businesses across Canada remotely
- One team for bookkeeping, payroll, tax and advisory, so nothing falls between providers
- Clear monthly deadlines and a named contact who knows your file
Frequently Asked Questions
Both are excellent for Canadian small businesses. QuickBooks Online is more common among Canadian accountants and has strong payroll options. Xero is popular for its clean interface, unlimited users and strong app marketplace. We recommend one based on your industry, integrations and who will use it.
In QuickBooks Online, go to Settings, then Manage users, then the Accounting firms tab, and invite your accountant by email. They accept the invitation from QuickBooks Online Accountant. It takes a couple of minutes, and we can walk you through it.
Yes. We handle Desktop to Online conversions, as well as moves from Sage 50 and spreadsheets. We reconcile the converted data against your old file so nothing is lost.
Cloud accounting means your accounting software and data live online rather than on one computer. You and your accountant can work in the same file from anywhere, bank transactions import automatically, and the software is always up to date.
Yes. Many clients continue with our monthly bookkeeping services. Others take the file in-house and call us when they need help.
CONTACT US TODAY!
Bookkeeping, payroll, tax and CFO support from one CPA-led team, with your books kept accurate and your filings on time
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