QuickBooks Online – Start up Checklist

First things first, before you start using QuickBooks Online for your business, validate what tools you will require to activate in QBO.

Your Business Setup

  • Accounting Method: Cash or Accrual
  • Chart of Accounts
  • Your Customers
  • Your Suppliers
  • Product / Items
  • Your Bank and Credit Card accounts
  • Invoice Format
  • Sales Tax
  • Payroll (Additional charges apply, please refer to QuickBooks Online plan details)
  • Multi Currency (Caution: Once turned ON, you cannot turn this feature OFF)
  • Locations (Available only in QuickBooks Online Plus)

Please refer to our QBO Analyzer tool developed for QuickBooks Online to get further insight.

Share

Add Your Comments

Your email address will not be published.