DIY Bookkeeping Tools

Industry-specific QuickBooks Online setup kits built by a working bookkeeper, not auto-generated from a template.

Setting up QuickBooks Online with the default chart of accounts is one of the most common mistakes small business owners make. The generic list Intuit gives you was not designed for your industry. It does not capture the categories that matter for your tax return, your profit margins, or the decisions you need to make week to week.

These kits fix that problem. Each one is built from real-world bookkeeping experience across multiple clients in your specific industry. The chart of accounts is structured so your Profit & Loss report actually tells you something useful, not just a wall of numbers your CPA has to decode once a year.

Every kit is current with the One Big Beautiful Bill Act (signed July 4, 2025), including the restored 100% bonus depreciation, expanded Section 179 limits, permanent QBI deduction, and updated meals deductibility rules.

QBO Setup Kits

Everything you need to set up QuickBooks Online right the first time, tailored to your industry.

Contractor / Trades QBO Setup Kit

For GCs, electricians, plumbers, HVAC techs, and painters. 103-106 accounts structured for job costing, materials tracking, and equipment depreciation.

$47 $23.50 50% OffBundle available

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Professional Services QBO Setup Kit

For consultants, coaches, and freelancers. 85-88 accounts structured for service-based revenue, project tracking, and home office expenses.

$47 $23.50 50% Off

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Creative Services QBO Setup Kit

For photographers, designers, and videographers. 94-97 accounts structured for project-based billing, equipment and software, and subcontractor costs.

$47 $23.50 50% Off

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Retail / E-Commerce QBO Setup Kit

For retail stores, online sellers, and product businesses. 109-112 accounts structured for COGS tracking, inventory, shipping, and platform fees.

$47 $23.50 50% Off

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Winery / Brewery / Distillery QBO Setup Kit

For craft beverage producers. 136-139 accounts structured for production costs, tasting room revenue, compliance, and distribution channels.

$47 $23.50 50% Off

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Contractor Basic Estimator Helper

A 4-tab Excel workbook for GCs and trade contractors. Calculate overhead rates, build job estimates with markup, and compare estimates to actuals. Bundle with the Contractor Kit for $66.

$29 $14.50 50% OffBundle available

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Built by a Bookkeeper, Not a Bot

Every kit is built by Meta Johnson, Advanced QuickBooks Online ProAdvisor with five Intuit certifications and years of multi-client industry experience. These are not scraped from the internet or generated by software. Each chart of accounts reflects how real businesses in your industry actually operate, with account categories structured to produce reports you can use to make decisions.

Advanced QuickBooks Online ProAdvisor QuickBooks Online Payroll Certified Intuit Certified Bookkeeping Professional BalanceWise Books, Petaluma, CA

Frequently Asked Questions

I already started using QuickBooks Online with the default chart of accounts. Can I still use this?

Yes. The kit includes QBO-importable CSV files you can use to add accounts to your existing setup, and the Setup Guide walks you through how to merge, rename, or reclassify accounts you have already been using. It takes more cleanup than starting fresh, but the guide covers both scenarios.

Which entity type CSV should I import?

Each kit includes three CSV files: one for Sole Proprietors, one for S-Corps, and one for Partnerships. Choose the one that matches your entity structure. If you are not sure, your CPA or tax preparer can tell you. The Setup Guide explains the differences.

Do I need to buy a kit for each entity type?

No. Each kit includes all three entity types. Buy one kit, pick the CSV that matches your structure, and import it.

What version of QuickBooks does this work with?

These kits are designed for QuickBooks Online (QBO). They will not import directly into QuickBooks Desktop, though the Excel reference workbook and guides are still useful for understanding the account structure.

What if I need help setting it up?

The Setup Guide is designed to walk you through the process step by step. If you get stuck or would rather have a professional handle it, you can book a setup session with BalanceWise Books at balancewisebooks.com.

Are these current with the new tax law?

Yes. Every kit reflects the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025. This includes the restored 100% bonus depreciation, expanded Section 179 deduction limits, permanent QBI deduction for pass-through entities, and updated rules for meals deductibility.