While QuickBooks Online is the world’s most popular bookkeeping software, setting it up on your own through trial and error is just asking for trouble.

As business owners, we often tend to try to do everything ourselves (speaking from experience here!). That can be a problem when it comes to setting up Quickbooks Online.

It’s easy to make a simple mistake that will end up costing you more to fix than you’d ever have paid to set things up right from the beginning (not to mention the hassle of it all).

You’ve got enough to worry about. Let me show you how to set your QuickBooks up the right way so you can have peace of mind knowing there won’t be any headaches down the road.

Should you import your existing QuickBooks file, or start a new one from scratch? How do you set up a Chart of Accounts (and by the way, what even is a chart of accounts?)? How do you connect your checking account and credit cards? How do you create your products and services? 

We’ll answer all these questions and get you started on the right foot so that you won’t spend time needlessly spinning your wheels while you try to figure it all out yourself. Your business will be successful when you get the advice you need to do it right the first time, quickly and easily!

What You’ll Learn 

• The importance of good record keeping
• When do you need a bookkeeper and when can you do it yourself?
• Common bookkeeping mistakes business owners make
• Setting up QuickBooks^®
• QuickBooks^® Preferences
• Creating your Items list
• Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
• Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
• Bank feeds
• Reconciling

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