QuickBooks Foundations
Set up QuickBooks Online the right way—chart of accounts, bank feeds, and categorizing—so your books actually mean something.
QuickBooks is powerful, but a sloppy setup creates months of cleanup. As a QuickBooks ProAdvisor, Shaely will show you how to get it right the first time.
We’ll set up QuickBooks Online together: building a chart of accounts that actually matches how your business works, connecting your bank and card feeds, and establishing a categorizing routine that keeps your books accurate. By the end you’ll understand what your numbers are telling you—and trust them.
Already have QBO but it’s a mess? Come anyway. We’ll talk about how to tell what needs fixing.
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