Client:
An existing training client opening a new restaurant

The Challenge

The client had been working with Gentle Frog on and off for years for QuickBooks training.

They were buying a second business, a new restaurant, and wanted a clean, separate QuickBooks Online file.

But they didn’t want to start from scratch.

They loved how their original QuickBooks file was set up and wanted the new one to match. Same chart of accounts, same settings, same customized reports, same everything.

The Solution

We set up a brand-new QuickBooks Online file to mirror the original:

• Duplicated the chart of accounts, products/services list, and custom reports
  
  
• Matched report formats and account naming so everything felt familiar
  
  
• Updated key info like bank accounts to reflect the new business

Because the client was already comfortable with QuickBooks and knew what they wanted, the setup was fast, smooth, and low-effort on their end.

The Results

The client now has:

• A fully functional QuickBooks setup that feels just like their first business file
  
  
• A consistent experience across both businesses
  
  
• A simple, intuitive way to manage finances in a system they already understand
  
  

Total project cost: $299 (discounted from the usual $699 as a long-time client).