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Cloud Accounting Setup

Cloud Accounting Setup

A cloud accounting system set up properly from day one. We build the structure, connect the apps and set the permissions, so whoever runs the books can get straight to work.

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What we set up

Real_Time_Access

Chart of accounts

Built for the business or to your firm's standard.

Automatic_Updates

Classes and locations

Classes, locations or projects for better reporting.

Enhanced_Collaboration

Sales tax

Sales tax set up correctly from the start.

Integrations

Users and permissions

Everyone sees only what they should.

Data security

Bank and card feeds

Bank and credit card accounts connected.

Simplified_Transactions

Connected apps

Apps for payments, expenses, inventory and payroll.

Financial_Insights

Approvals and training

Approval steps for bills and expenses, plus a short training session.

Cost_Effective

Clean handoff

Notes and training so your team can carry on without gaps.

Who this is for

We work with two kinds of clients:

  • Bookkeepers and accounting firms: Hand us the setup for a new client. We build it in your firm's template and hand it back.
  • Business owners: Starting fresh on QuickBooks Online or Zoho Books, or fixing a setup that never worked right.

How it works

Data_Integrity_and_Completeness

1. Discovery call

We learn how the business works and what reports it needs.

Customization_and_Configuration

2. Fixed quote

You get a written scope, timeline and price.

Backup_and_Security

3. Build

We set up the file and connect the apps.

Training_and_Support

4. Test

We check that transactions flow in the right way.

Integration_with_Third_party_Applications

5. Handoff

We walk you or your bookkeeper through it and step back.

How long does it take? Most setups take 1 to 3 weeks, depending on how many apps and accounts need to be connected.

Questions people ask

Can you set up a file for one of my clients?

Yes. Many bookkeepers send us new client setups and we hand the finished file back to them.

Yes. Send it over and we will build the file to match.

Mainly QuickBooks Online and Zoho Books. Ask us if you use something else.

Yes. We can rebuild the structure and use AI assisted cleanup to sort out the data. Your bookkeeper makes the decisions.

Why choose True Tally Services?

  • 25+ years of data integration: Old, custom and unsupported systems are routine for us.
  • Built for bookkeepers: Many firms use us white label.
  • Fixed pricing: You get a written scope and price before we start.
  • Numbers that match: Every project ends with a tie out report and a clean handoff.

Ready to move off the desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.