QuickBooks Online - Fixing Common Setup Mistakesby Lester Bahr, CPA on 08/29/18
Over the past several years, I have been helping numerous businesses getting their books properly setup using the cloud based accounting solution QuickBooks Online. More often than not, the process begins when a business owner reaches out to me because they have already started the setup process, or been using QuickBooks Online and realized they have issues that they don't know how to correct.
I tend to see the same patterns emerging time and again as to the areas in QuickBooks Online where setup mistakes are being made. These typically involve problems in the chart of accounts setup, incorrect account types, issues with account numbering, incorrect opening account balances, and errors in not understanding how to properly setup and use the bank feed process for both bank accounts and credit card accounts, just to name a few.
Therefore, I just wrote and added a new page on my website devoted to this topic of QuickBooks Online - Fixing Common Setup Mistakes which will elaborate in more detail as to what these setup mistakes involve.
If you find yourself in this same situation and need to have your QuickBooks Online company setup reviewed and mistakes corrected, you can contact me here at this link.
You can also find additional information on my website at these links:
My QuickBooks Experience and 20 years of Certifications
QuickBooks Advanced Certifications
Why You Should Use QuickBooks Online
Lester R Bahr, CPA
QuickBooks Advanced Certified ProAdvisor