QuickBooks Online Setup

Good systems make good habits easy.

If you’re new to QuickBooks Online—or haven’t looked at your setup in years—now’s the time to make sure everything is configured correctly for 2026.

Why It Matters
An optimized setup saves hours of frustration later. When your chart of accounts, bank feeds, and categories are clean, your books stay accurate automatically. That means fewer errors, smoother reporting, and a stress-free tax season.

Your CPA can review your setup to make sure you’re taking full advantage of automation features.

Quick Setup Checklist

• Connect all bank and credit card accounts.

• Customize your Chart of Accounts for your business type.

• Turn on receipt capture and automatic matching.

• Set user permissions and backups for security.

The Bottom Line
The right setup pays off all year long. The Best CPA in Chandler can help you launch—or relaunch—QuickBooks Online the right way.

Need some help with your books? Call us at 480.747.3935 or set a time to talk with our CPA, Chris, at www.chrisbadulescu.com.