Setup
QuickBooks online - accounts
Set up
Get the best experience by setting up the system correctly, efficiently and at the right time to minimise disruption. If you are moving from a computerised system then importing or migrating data can save a significant amount of time.
We can help with your strategy and make recommendations to optimise your move.
We have included our set up checklist and related content to help with set up.
Set up checklist
For a manual set up the, the typical steps are as follows:
01 - Acquire QuickBooks online subscription
02 - Add business name, address and contact information
03 - Add users and set permissions
04 - Set financial year
05 - Review all settings for features and functionality
06 - VAT set up/scheme/dates/Making Tax Digital
07 - Chart of accounts - set up/review/import
08 - Customers - create/import
09 - Customers - load/import unpaid invoices
10 - Suppliers - create/import
11 - Suppliers - load/import unpaid invoices
12 - Bank feed connection/review opening balance
13 - Stock/product records to create/import
14 - Stock/product quantities to load/import
15 - Opening Trial Balance to load/import
16 - Create sales invoice template
17 - Download the mobile app
Scan and capture
Upload receipts and bills directly into QuickBooks for processing:
There are various methods to capture documents:
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Snap in the mobile app
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Drag and drop
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Navigate and uplaod
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Email fowarding
No additional software is required, QuickBooks will retain a copy of the document and attach it to the relevant transaction for future recall.