--- title: "QuickBooks Setup & Training Cardiff | Luminaire Accounts" description: "Set up QuickBooks properly, connect bank feeds, VAT and invoicing, and learn simple weekly bookkeeping routines with clear training." canonical: "https://hlsaccounting.co.uk/services/quickbooks-setup-and-training" --- Bookkeeping Services # QuickBooks Setup & Training We'll set up QuickBooks properly for your Cardiff business and train your team to use it with confidence. No confusing jargon, no cutting corners, just a system that works the way you need it to. [Book a free consultation](https://calendly.com/hlsaccounting/new-client-meeting) 10+ Years experience 100+ Businesses supported QuickBooks Certified advisors ![A small-business owner and an accounting trainer sit side by side at a desk, focused on a computer as the trainer points to the screen and the owner takes notes in a clean office setting.](/_next/image?url=%2Fapi%2Fmedia%2Ffile%2Faccounting_trainer_guiding_owner_office_studio_photo.png%3Fv%3D1773064221257&w=1536&q=75&dpl=dpl_DEc4fGhEc1SCRZZutzoEsRuDy1CJ) ## Everything we cover in your setup Whether you're moving from spreadsheets or switching from another system, we'll configure QuickBooks to match your business and make sure you're comfortable using it from day one. ### Software Selection & Setup We'll help you choose the right QuickBooks version and configure it with your chart of accounts, tax settings and preferences. ### Data Migration Historical transactions, customer lists, supplier details and opening balances transferred accurately from your old system. ### Team Training Hands-on sessions covering invoicing, expenses, bank reconciliation and reporting so your team can work independently. ### Ongoing Support Follow-up help when you need it, plus periodic reviews to keep your records accurate and tax-ready. ## Getting QuickBooks working for your business QuickBooks is brilliant software when it's set up properly. When it isn't, it becomes a source of frustration, duplicate entries and unreliable reports. We work with small businesses across Cardiff and South Wales to get QuickBooks configured correctly from the start, then train your team so they can manage day-to-day bookkeeping without constantly needing help. The process begins with a consultation. We'll talk through how your business operates, what you need to track, and which QuickBooks version makes sense for you. Then we configure everything: your chart of accounts, VAT settings, invoice templates, payroll integration if you need it, and connections to your bank feeds. If you're moving from another system or from spreadsheets, we'll migrate your historical data so you have a clean starting point. > We set QuickBooks up the way your business actually works, not the other way around. More information Training is tailored to your team and how you prefer to learn. We can work with you remotely or visit your premises in Cardiff. Sessions cover the tasks you'll be doing regularly: raising invoices, recording expenses, reconciling bank transactions, running reports for VAT returns or management accounts. We go at your pace and focus on what matters to your business, whether that's stock management for a retail shop or job costing for a trade business. Most of our clients are sole traders, salons, clinics, builders and small retail or hospitality businesses who need their accounting software to be straightforward and reliable. You might be using spreadsheets now, or you've tried QuickBooks before and found it confusing. Perhaps you've got a system that's half-set-up and no one quite knows how to fix it. We see this all the time and it's fixable. ### What's included - Initial consultation to understand your business and recommend the right QuickBooks version - Full software configuration: chart of accounts, tax settings, templates, user permissions - Migration of historical data including customer and supplier lists, opening balances and outstanding invoices - Hands-on training sessions for you and your team, covering all the features you'll actually use - Written guides and follow-up support so you're never stuck Once you're up and running, we're still here if you need us. Many clients return for periodic reviews to check their data is accurate ahead of VAT returns or year-end accounts. Others prefer ongoing monthly support. It's entirely up to you. The important thing is that QuickBooks becomes a tool that saves you time rather than something you're fighting with. We're based in Cardiff and we understand the types of businesses operating across South Wales. Whether you're in Pontypridd, Newport, Barry or anywhere nearby, we can work with you remotely or arrange to visit. Setting up your accounting software properly now means fewer headaches, better financial visibility and more time to focus on running your business. ### Ready to get started? Book a free consultation and we'll talk through what you need and how we can help. [Book a free consultation](https://calendly.com/hlsaccounting/new-client-meeting) ### Worth considering - [Month-End Close / Year-End Close](/services/month-end-close-year-end-close)→ - [Cash Flow Statement](/services/cash-flow-statement)→ - [Bank Reconciliation](/services/bank-reconciliation)→ ## You might also need Bookkeeping Services ### Balance Sheet Balance sheet preparation and review, reconciled from your bookkeeping and explained clearly, so you can file accounts, plan ahead and talk to banks with confidence. [Balance Sheet→](/services/balance-sheet) Bookkeeping Services ### Profit & Loss Statement Preparation Clear profit and loss statements prepared from your records, with plain-English insight into margins, overheads and true profitability for the period. [Profit & Loss Statement Preparation→](/services/profit-and-loss-statement-preparation) Bookkeeping Services ### Making Tax Digital (MTD) Bookkeeping Compliance Making Tax Digital bookkeeping compliance, including software setup, digital record-keeping, reconciliations and MTD VAT submissions, with clear deadline reminders. [Making Tax Digital (MTD) Bookkeeping Compliance→](/services/making-tax-digital-mtd-bookkeeping-compliance) Bookkeeping Services ### Receipt Management & Paperless Accounting Go paperless without the stress. Capture receipts by phone or email, keep them organised and matched to transactions, and make VAT and year-end accounts much simpler. [Receipt Management & Paperless Accounting→](/services/receipt-management-and-paperless-accounting) Bookkeeping Services ### Accounts Payable & Receivable Management Stay on top of customer invoices and supplier bills. We track debtors and creditors, chase overdue payments, schedule payments and share clear monthly summaries. [Accounts Payable & Receivable Management→](/services/accounts-payable-and-receivable-management) Bookkeeping Services ### Bank Reconciliation We reconcile your bank to your bookkeeping records, fix mismatches and clear uncleared items, so your figures are reliable for VAT, accounts and cash flow. [Bank Reconciliation→](/services/bank-reconciliation) ## Before you book Here's what most Cardiff businesses ask us about QuickBooks setup and training. How long does the setup and training take? Initial setup typically takes one to two weeks depending on how much historical data needs migrating. Training sessions are usually two to three hours, and we can split them across multiple days if that suits you better. Do I need to buy QuickBooks before you start? Not yet. We'll discuss which version is right for you during the consultation, then help you get the correct subscription in place before we begin the setup. Can you train my team remotely or do you need to visit? Either works. Most clients prefer remote training via video call as it's more flexible, but we're happy to visit your Cardiff premises if you'd rather have us there in person. What if we've already started using QuickBooks but it's a mess? We can review your existing setup, fix any errors and retrain your team on best practice. It's very common and usually quicker to sort out than starting from scratch. Will you migrate data from our old accounting system? Yes. We'll transfer customer and supplier lists, opening balances, outstanding invoices and bills, and historical transactions so you have a complete record from your chosen start date. What happens after the initial training if we get stuck? You can book follow-up sessions as needed, or we can arrange ongoing monthly support. Many clients also use us for periodic reviews before VAT returns or year-end to check everything is accurate. Do you only work with businesses in Cardiff? We're based in Cardiff but we support small businesses across South Wales. Training can be delivered remotely or we can visit you if you're within reasonable travelling distance. How much does QuickBooks setup and training cost? It depends on your business size and how much historical data needs migrating. Book a free consultation and we'll give you a clear fixed price based on what you actually need. ## Let's get QuickBooks working properly Book a free consultation and we'll talk through your business, recommend the right setup, and give you a clear fixed price. [Book a free consultation](https://calendly.com/hlsaccounting/new-client-meeting)