How to Set up QBO in Less than 20 Minutes (DIY)

Did you sign up for QBO but need help setting it up? It's really not that hard! In this video, Hannah walks you thought the setup of a new QBO account.
If you want to get started and want to secure a 30% discount for an entire year, go here:

Quickbooks Online (or "QBO") is one of the most widely used accounting systems for small businesses. And for good reason: they have been in the game, focused on small business for a LONG time. You may be asking, "How do I set up Quickbooks Online once I get it?"

This video covers getting started with QBO and answers:
- What happens after you sign up for QBO?
- What questions the system will ask during setup?
- What parts of setup should you skip and what parts should you answer?
- What is important for securing your 30% discount for the year?
- What next steps should you take after initial setup?

--------------------------------------------------------------------------------------------------------------------------------------------


(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)

Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.

[SunilDumpala]

Awesome tutorial from Clara CFO Group. I followed this and literally had my small business quickbooks set up in 20 minutes or so and voila had my P&L and Balance sheet for the year ready, just in time for the upcoming tax filing season. Thank you Clara !!🙂

[GenealogyTV]

Thank you. I'm just getting started with QBO. I'll be watching more.

[claudinehumphries]

Thank you! Spent the day migrating from desktop to online and neither are intuitive! Your video is a HUGE help.

[JpnFn]

Need to get certified again as a QB Pro Advisor and these videos have been so helpful! I recently got approached for my skill set for a part-time gig and needed a refresher. Looking forward to starting on this journey AGAIN.

[RebeccaHarrick]

Your videos are wonderful. I have added enough stuff in QB to fully confuse me. How should I get to a starting over point where I can follow you and do things correctly?

[rww]

Hi Hanna. Do you have a video for new bookkeepers....all the steps to set up our business in QBO along with getting our names and logos on, etc?

[donnabraxton]

Thank you Clara, Yes this has been most helpful. It gives you an idea of what to expect when you get into the process..

[noumantariq]

So i am a new into accounting and doing some jobs on upwork. If i get a customer that wants to have a qbo setup for his business do i put him/her for whats your role or me on as external bookkeeper?

[busuri]

Thanks Clara I was looking for 2hour vedoes to understand QuickBooks online but you summarized 22 minutes!

[PatriciaDeLosRios-eo]

Do you have a video for Farmer’s Markets vendors of baked goodies?

[TerryCollinsPLifestyle]

Ok. Maybe this is not what I was looking for. Is there a way we can set up quickbooks by physically typing everything in?

[Rock-iscool]

Great video, do you have one please on how to make a payment?

[-BeingMuslim-]

hi is this enough to provide a company set up to the client
kindly reply

[ensiyehkhosropour]

I synced the bank account to the quickbooks but i see in most of the cases the entries came in as received deposits instead of spent expense. What should i do please help 😢😢😢???

[corwinduncan]

Thanks for the video, appreciate it—one thing I'm not clear on is when I connect my accounts (have not done this yet) do I need to enter either my current balance or my starting balance at the beginning of the year?

[carolinek]

Clara, if I have signed up QBs trial and expired now how can i use your discount?

[janleonardo]

Thank you Clara for the information on setting up quickbooks. I am somewhat familiar program . This was very helpful. My question for you is, I have my fabric store inventory on excel, is there any way to incorporate this into quickbooks?

[AustineEnderle]

If you have both an LLC and INC how do you add that

[mikecorreia]

Hi Hannah great job with your videos. I have been using qb for over 20 years. finally switched to qbo. I signed up under you. having trouble getting desktop app. I go to gear wrench then over to left it should say download app. Not there. Also having trouble I seem to be still in sample mode. signed up for simple start. wondering if that's the problem. I have not entered any banking in yet because I'm not comfotable. Any suggestions would be greatly appreciated.

[CarolAnnBetts]

This is a great series you have available for newbies! I would like to know if I purchase the Plus package (or any of the packages for that matter), does that give me the ability to have multiple profiles or companies? For example: I'd like to have 1 profile track my personal/family accounts (like: mortgage payments, personal loans, house utilities, etc.) and then create a 2nd profile to track my business accounts.