“Set up QuickBooks Online for the first time for my cleaning company”
I need help to set up QuickBooks Online for the first time for my house cleaning company in Phoenix. We're two years in with six part-time cleaners, and everything has lived in a spreadsheet and a shoebox. My new tax preparer wants clean books for next year, so I bought QuickBooks Online Plus and stopped there.
What I'd like: two screen-share sessions to set up the company profile, a chart of accounts that fits a service business, bank and card feeds, recurring invoices for weekly clients, and bank rules for common expenses. I'll keep doing the entries myself afterward, so please teach as you go. Payroll is handled elsewhere for now.
- Company profile and chart of accounts set up
- Bank and card feeds connected with rules
- Recurring invoice templates for weekly clients
- Short written guide to my weekly routine
For: Owner of a small house cleaning business in Arizona
