Ready to Kickstart? Let's Go!
Bookmark this page so you can quickly get back to it throughout the Kickstart process!
Weekly plan
If you're eager to get kickstarted, here's the weekly plan we will work through.
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 One: AP
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Use this form to share/upload your Accounts Payable Aging with your comments.
Week Two: AP2
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Use this form to share/upload your Vendor List with your comments.
Week Three: AR
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Use this form to share/upload your Accounts Receivable and Customer List with your comments.
Week Four: AR2
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Watch this video about Products, Services, and Chart of Accounts.
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Use this form to share/upload your Products, Services, and Chart of Accounts with your comments.
Week Five: Reports
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Use this form to share/upload your Financial Statements with your comments.
Week Six: Recons
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Use this form to share/upload your Financial Statements with your comments.
Week Seven: Month End
Watch this video and make a plan to get statements to us every month. Thanks so much for completing the Kickstart process!