Ready to Kickstart? Let's Go!

Before we get started

Be sure you have a way to manage receipt capture. Click here to learn more about receipt capture. In the absence of any other tool, just use the QBO Receipts feature.

Week 1: Accounts Payable

1. Watch this video about Accounts Payable.

2. Use this form to share/upload your Accounts Payable Aging with your comments.

Week 2: Vendor Records

1. Watch this video about vendor lists

2. Use this form to share/upload your Vendor List with your comments.

Week 4: Accounts Receivable

1. Watch this video about Accounts Receivable. 

2. Use this form to share/upload your Accounts Receivable and Customer List with your comments.

Week 5: Infrastructure

1. Watch this video about Products, Services, and Chart of Accounts.

2. Use this form to share/upload your Products, Services, and Chart of Accounts with your comments.

Week 6: Reporting

1. Watch this video about Financial Statements.

2. Use this form to share/upload your Financial Statements with your comments.

Week 7: Reconciliations

1. Watch this video about Reconciliations.

2. Use this form to share/upload your Financial Statements with your comments.

Week 8: Ongoing Maintenance

Watch this video and make a plan to get statements to us every month. Thanks so much for completing the Kickstart process!