Start Here Start Your QuickBooks Journey A. Business Information B. QuickBooks Online Access Have you invited me as a user to your QuickBooks Online?YesNo Do you currently have bank and credit card accounts connected to QBO?YesNo C. Current Financial Status Are your books up to date?YesNo D. Financial Details (Optional) E. Chart of Accounts & Preferences Do you have a chart of accounts set up in QuickBooks?YesNo F. Communication & Reporting Preferred method of communicationEmailPhoneVideo Calls How frequently do you want financial updates or reports?WeeklyMonthlyQuarterly G. Additional Information H. Agreement I understand the scope of bookkeeping services to be provided.
