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.


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