At Better Bookkeeping For Business, we tailor every setup to suit the way you operate. Our process is hands-on, personalised, and built from years of working with businesses right across Melbourne’s south-east. We don’t rush. We don’t rely on automated templates. We take the time to get it right.
Step 1: Consultation and Assessment
We begin our QuickBooks setup Mordialloc service with a detailed consultation, looking at your current bookkeeping methods, challenges, and workflow. Whether you’ve been using another software platform or managing your accounts manually, we identify what needs improvement and how QuickBooks can best support your business moving forward.
Step 2: Custom Chart of Accounts
A well-structured chart of accounts is essential for accurate reporting. We customise this section so your income, expenses, assets, and liabilities are organised in a way that truly reflects your business model. This makes your reporting more meaningful and helps you stay in control of your finances throughout the year.
Step 3: Bank Feeds and Automations
Automation is one of QuickBooks’ greatest strengths. As part of our QuickBooks setup Mordialloc service, we connect your bank accounts, credit cards, merchant platforms, and digital payment systems. This reduces manual entry, minimises errors, and saves you valuable time each week.
Step 4: Payroll Setup and STP Compliance
We also set up your payroll system within QuickBooks to ensure ongoing compliance with Australian requirements. This includes employee data, pay rates, superannuation, tax settings, and STP reporting structures. If you’re moving from another payroll tool, we transfer your information safely, ensuring continuity and accuracy.
Step 5: Migration from Existing Systems
If you’re switching from MYOB, Xero, or another accounting platform, we handle the entire migration process. We review your historical data, move your opening balances, recreate payroll details, and ensure all essential information follows you into QuickBooks seamlessly. With our QuickBooks setup Mordialloc service, nothing is left behind or overlooked.