Episode Details

You've finally hit 'subscribe' on QuickBooks, you're logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks.

Step 1: Connect Your Bank & Credit Card Accounts

• Automation saves time and reduces errors
• Common newbie mistakes: manually entering all transactions instead of connecting, connecting PayPal or Venmo too soon before separating business use

Step 2: Customize Your Settings

• Walk through key areas in Gear Icon → Account & Settings
• Don't skip this — these settings control how everything looks and works behind the scenes

Step 3: Review Your Chart of Accounts

• Your chart of accounts is just your list of categories — where every dollar gets filed
• You don't need a million categories. Keep it clean, keep it clear — you'll thank yourself later when it's time for reports

And remember — if you'd rather we handle this setup for you, make sure you're on my email list. There's a fun promo coming soon just for you!

Check out these helpful, related podcast episodes:

Ep 067 - The #1 QuickBooks Setting Most Business Owners Overlook

Ep 072 - Is Your QuickBooks Set Up for Success?

And special thanks to Feedspot for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts!

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