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.