Getting Started with QuickBooks Online
A step-by-step overview of setting up QuickBooks Online for a small Canadian business.
Setting up your chart of accounts
Your chart of accounts is the foundation of clean books. We tailor it to your industry so every transaction lands in the right place.
Connecting bank feeds
Automated bank feeds save hours of manual entry and reduce errors — but they need to be reviewed and categorized correctly each month.
Layering on payroll
From there, payroll integration and recurring invoices can be layered on to save even more time.
A QuickBooks Online Advisor can have you fully set up and confident within a week.