Choosing or configuring bookkeeping software is where most small businesses waste a week. This skill walks you through picking the right platform for your business size, setting up a clean chart of accounts from day one, and configuring the integrations (payroll, payments, inventory) that keep data flowing without double entry.
If you're already on a platform and something's misconfigured — accounts that don't map right, reports that don't add up — it diagnoses the setup issue rather than the transaction.
Saves the 4-8 hours typically lost to trial-and-error software setup, or the ongoing cost of a chart of accounts built wrong from the start.
Compatible with: QuickBooks, Xero, Wave, FreshBooks.
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Is this the same as AI Bookkeeper? No — that product does the ongoing transaction coding; this one is for choosing and configuring the software itself.
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Can it migrate data between platforms? It gives you the migration checklist and mapping, not a live data transfer.