QuickBooks Setup & Training
We work with QuickBooks for many of our bookkeeping clients. From a clean setup to staff training and ongoing support, JRH & Associates helps businesses in Garden City and across Long Island get real value out of their books.
Books you can actually rely on.
Reviewed by James R. Hurley, CPA · June 2026
QuickBooks is the software behind the bookkeeping we do for many of our Long Island clients, and it only works as well as it is set up. When the company file is configured correctly and the chart of accounts is built around your business, your reports are accurate, tax time is calmer, and you actually understand where your money is going.
JRH & Associates helps businesses in Garden City, Nassau County, and across the region get there. We handle the initial setup, design your chart of accounts, train you and your staff, clean up books that have drifted, and stay available for ongoing support, whether you run QuickBooks Online or QuickBooks Desktop.
Get QuickBooks HelpSetup & Chart of Accounts
A QuickBooks file is only as useful as the way it is built. We configure your company file and design a chart of accounts that matches how your business actually runs, so every report means something.
Set Up My FileCompany File Configuration
We set up your company file with the right settings, fiscal year, and preferences for your business from the start.
Chart of Accounts Design
We build a chart of accounts tailored to your industry so your income, expenses, and categories make sense at a glance.
Opening Balances
We enter accurate opening balances so your new file ties out to where your business truly stands today.
Items and Products Setup
We configure your products, services, and items so invoicing and sales reporting work the way you need.
Sales Tax Settings
We set up your sales tax codes and rates so collection and reporting line up with your New York obligations.
Migration to a New File
Switching software or starting fresh? We help move your data into a clean, correctly structured file.
Most of the QuickBooks problems we see come from a file that was set up in a hurry. Getting the foundation right at the start saves hours of cleanup and frustration down the road.
Owner Training
Hands-on training for owners on the everyday tasks that matter, from invoicing to running the reports you rely on.
Staff Training
We train the people who do the day-to-day data entry so your books stay accurate between our visits.
Books Cleanup
We correct miscategorized transactions, remove duplicates, and untangle accounts so your file reflects reality.
File Tune-Up
Already running but not quite right? We review your file, fix the structure, and get your reporting back on track.
Reconciliation Catch-Up
We bring overdue bank and credit card reconciliations current so your balances can be trusted again.
Reporting Walkthrough
We show you how to read your profit and loss, balance sheet, and key reports so the numbers actually guide decisions.
Training & Book Cleanup
Whether your team needs to learn the software or your books need to be untangled, we meet you where you are. We train owners and staff and clean up messy files so you finish with records you can trust.
Get TrainedOngoing Support
You do not have to figure QuickBooks out alone. We stay available for the questions that come up, and we help you choose between QuickBooks Online and Desktop based on how your business actually works.
Get SupportQuickBooks Online
Cloud access from anywhere, easy collaboration with us, and automatic updates, a strong fit for most small businesses.
QuickBooks Desktop
A locally installed option for businesses that prefer it or need specific features, set up and supported the same way.
Online Records Access
Where it helps, we access your records online to keep your books current without disrupting your operations.
Periodic Reviews
We check in on your file periodically to catch issues early and keep your reporting accurate all year.
Tax-Ready Books
Because we also handle your taxes, we keep your books in a state that is ready when filing season arrives.
A Real Person to Call
When something does not look right, you reach an experienced team that knows your business, not a help line.
"When a client's QuickBooks file is set up around how their business really runs, everything downstream gets easier. The reports make sense, the reconciliations stay current, and there are no surprises at tax time. That is what we focus on, getting the foundation right and then showing owners how to keep it that way."Michelle MontoyaManager, JRH & Associates
QuickBooks Help for Every Business
New Businesses
Owners who want to start with a clean, correctly built file rather than untangling a rushed setup a year from now, so their books are right from day one.
- First QuickBooks setup
- Chart of accounts design
- Opening balance entry
- Owner training
Established Small Businesses
Long Island businesses already on QuickBooks that need cleanup, a tune-up, staff training, or simply a steadier hand keeping the books accurate.
- Books cleanup and catch-up
- Reconciliation help
- Staff training
- Reporting walkthroughs
Owners Who Do Their Own Books
Business owners and bookkeepers who handle the day-to-day themselves but want expert setup, training, and a professional to call when questions come up.
- Online vs Desktop guidance
- One-on-one training
- Periodic file reviews
- On-call support
Simple from the first conversation.
Free Consultation
We learn your business and look at how you keep your books today, with no obligation.
Set Up or Clean Up
We build your file and chart of accounts, or clean up and tune up the file you already have.
Train Your Team
We train owners and staff on the tasks they actually do so the books stay accurate.
Ongoing Support
We stay available for questions and reviews and keep your books ready for tax time.
QuickBooks Help Across Long Island and Beyond
Our office is in Garden City, Nassau County. We help with QuickBooks for clients across Long Island, New York City, the tri-state area, Florida, and nationwide. Because we can work with your records remotely, distance is never a barrier.
QuickBooks help, answered.
Yes. We work with QuickBooks for many of our bookkeeping clients across Garden City and Long Island. We can set up a new company file, design your chart of accounts, train you and your staff, clean up books that have drifted, and provide ongoing support. Where it helps, we access your records online so we can keep your books current without disrupting your day-to-day operations.
It depends on how you work. QuickBooks Online is accessible from anywhere, makes it easy for us to collaborate with you remotely, and updates automatically, which suits most small businesses today. QuickBooks Desktop can be a better fit for businesses that prefer a locally installed file or have specific feature needs. We will look at how your business operates and recommend the option that fits, then set it up correctly either way.
Yes, and it is more common than you might think. We regularly clean up company files where transactions are miscategorized, accounts are duplicated, or reconciliations have fallen behind. We assess the file, correct the issues, bring your reconciliations current, and leave you with books you can trust and reports that actually reflect your business.
Yes. We provide hands-on training for business owners and their staff, focused on the tasks you actually do day to day, such as invoicing, recording expenses, running reports, and reconciling accounts. We tailor the training to your business and your software version so your team feels confident keeping the books between visits.
No. Our office is in Garden City, Nassau County, and we work with QuickBooks clients across Long Island, New York City, the tri-state area, Florida, and nationwide. Because QuickBooks Online and secure file sharing let us work with your records remotely, your location is never a barrier to getting your books set up and supported.
Ready to get your books in order?
Your first consultation is completely free. Let us set up, clean up, or fine-tune your QuickBooks so your numbers finally work for you. Explore all of our services or reach out today.
(516) 794-5752