top of page

Implementation & Configuration Services

Image of QuickBooks Logo, partner with RoadmapMetrics for QuickBooks Implementation & Management

QuickBooks Online and QuickBooks Desktop are exceptional accounting applications designed to cater to the needs of small and mid-sized businesses. However, many companies fail to maximize the value of these powerful tools due to inadequate configuration. At RoadmapMetrics, we optimize QuickBooks for your unique business needs, ensuring you get the most out of this invaluable software.

Whether you require a new implementation, a reconfiguration, or improvements to interfaces and integrations, we've got you covered. Our team works closely with clients to ensure their QuickBooks configuration aligns seamlessly with their business operations. Additionally, we provide ongoing technology and bookkeeping support, including comprehensive resource training.


Here are just a few of the services we offer:

New Implementations

Assisting with the setup and configuration of QuickBooks for new clients, ensuring that the software is tailored to their specific business needs and requirements.

Customer Import and Migration

Importing customer data from existing systems or migrating data from legacy accounting software into QuickBooks, ensuring a smooth transition with minimal disruption.

Automate Month End Procedures

Implementing automated processes and workflows within QuickBooks to streamline month-end closing procedures, reducing manual effort and ensuring timely and accurate financial reporting.

Custom Sales and Financial Reporting

Developing custom sales and financial reports within QuickBooks to provide clients with tailored insights into their business performance, key metrics, and trends.

Remote Access

Setting up remote access solutions for clients to access QuickBooks data and applications from anywhere, including corporate VPN (Virtual Private Network) setups or cloud hosting services like RightNetworks.

Training and Support

Providing training and ongoing support to clients' accounting teams or staff members to ensure they have the necessary skills and knowledge to effectively use QuickBooks and maximize its potential for their business.

Chart of Accounts Restructuring

Evaluating and restructuring the chart of accounts within QuickBooks to better align with the client's business structure, reporting needs, and accounting practices.

CRM Interfaces/Integration

Integrating QuickBooks with Customer Relationship Management (CRM) software to streamline sales, invoicing, and customer management processes.

Cross-functional Allocations

Setting up cross-functional allocation methods within QuickBooks to distribute costs or revenues across different departments, projects, or products, facilitating accurate cost accounting and profitability analysis.

Workflow Optimization

Analyzing and optimizing clients' existing workflows and processes within QuickBooks to improve efficiency, reduce redundancy, and enhance overall productivity.

QuickBooks and 3rd Party Payroll

Integrating QuickBooks with third-party payroll providers such as PayChex, Gusto, and ADP to automate payroll processing, tax calculations, and employee benefits administration, ensuring compliance and accuracy.

Compliance and Audit Support

Assisting clients with ensuring compliance with accounting regulations and standards, as well as providing support during audits or financial reviews by regulatory authorities or external auditors.

  • Available Online

    Crafting Tailored Solutions with Unmatched Expertise and Value.

    30 min


"One of the first things I tell my clients when we meet is that QuickBooks is like a Swiss Army knife for your business. It can do so much more than most people realize! And once we get it set up just right, managing your finances becomes a breeze.

It's funny how folks in the accounting world can get used to doing tasks in certain ways. When I show them all the new features and tricks that can save them hours of tedious work every week, they're blown away.

Our team is always on the ball with the latest updates, and we love sharing our knowledge with accountants to help them work smarter, not harder.


One of the best parts of my job is seeing the look on our clients' faces when they realize how much easier their lives are going to be with a well-configured QuickBooks system. Whether it's integrating it with their corporate portal, tweaking their chart of accounts, or setting up remote access for their team, it's all about freeing up their time to focus on what really matters.


At RoadmapMetrics, we're all about client success. So if you're ready to take your business to the next level with QuickBooks, we're here to make it happen. Let's do this!"

Image of Justin M. Dovidio, MBA, CEO of RoadmapMetrics, Inc.

Justin Dovidio, MBA

CEO RoadmapMetrics, Inc.

  • Available Online

    Crafting Tailored Solutions with Unmatched Expertise and Value.

    30 min

Our Approach

At RoadmapMetrics, Inc., our approach to providing QuickBooks Implementation & Configuration Services begins with a thorough consultation with our clients. During this initial meeting, we take the time to understand the unique needs, goals, and challenges of the business. We carefully assess their current accounting practices, systems, and workflows to identify areas for improvement and customization within QuickBooks.


Once we have a clear understanding of the client's requirements, we develop a tailored implementation and configuration plan. Our team of experienced consultants works closely with the client to execute the plan, ensuring that QuickBooks is set up and optimized to meet their specific needs.


Throughout the process, we provide continuous support, guidance, and training to empower our clients to make the most of their QuickBooks investment.


Our goal is to deliver a seamless and effective implementation that enhances efficiency, accuracy, and overall financial management for our clients.

  • Available Online

    Crafting Tailored Solutions with Unmatched Expertise and Value.

    30 min

bottom of page