Not sure where to start with QuickBooks Online?
Doing your own books has never been easier, thanks to cloud-based accounting tools like QuickBooks Online.
QBO is a great fit for small business owners looking to organize their finances but not yet ready to hire an accountant. It’s easy to learn and use but ONLY if it’s set up right.
You’ve probably heard the phrase “Garbage in – Garbage out”…? If your QuickBooks account is set up the wrong way, this is exactly what you get. The software works with what it’s given, which can leave you with a big mess if you have the wrong accounts for your business type, accounts mapped together incorrectly, or settings that don’t fit your needs.
The #1 source of problems for do-it-yourself bookkeeping is not knowing how to set up the software correctly to get off to a good start. Gone uncorrected, this can lead to useless books and a costly cleanup and reorganization from a professional. All your efforts with have been wasted.
But don’t worry, you don’t have to do it alone.
Let the QuickBooks experts at EZ Ledger Inc. set up QBO and set you up for success!
Our QuickBooks Online EZ Setup includes:
- Customizing settings and company preferences
- Importing your accounting data from a previous software
- Connecting automated bank and credit card feeds
- Customizing your chart of accounts with all the accounts you’ll need
- Setting classes or items (depending on your business needs)
- Customizing sales tax settings for your business
When our Certified QuickBooks Proadvisors are done setting up your books, you’ll be confident that you’re set up for success and able to dive right in. The right setup give you:
- A simple workflow for daily bookkeeping tasks
- Helpful, accurate financial reports
- Clear numbers for tax time
Whether you’re just starting to do your own books, moving to QBO from another software, or getting ready to work with a less experienced in-house bookkeeper, it’s crucial to get set up right.
If you decide you need QuickBooks training or ongoing bookkeeping help, we’ve got you covered there too!
