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.
Register for QuickBooks Foundations
Fill out the form and we'll send you the Google Meet link and everything you need to join.