New Business? Here’s How to Set Up QuickBooks Online the Right Way
Starting a small business is exciting—but when it comes to your finances, it’s easy to feel overwhelmed.
One of the most important early decisions you’ll make is how to track your money. And for millions of entrepreneurs, QuickBooks Online (QBO) is the go-to tool. But here’s the catch: if you don’t set it up correctly from day one, it can lead to a mess down the road—missed deductions, wrong reports, and tax-time headaches.
That’s where Dr. Bryan Raya, QuickBooks ProAdvisor and founder of DBR Bookkeeping, comes in.
Whether you’ve already signed up for QBO or are still wondering which subscription to choose, Dr. Raya offers personalized guidance to help you:
– Choose the right QBO subscription (Simple Start, Essentials, or Plus)
– Set up your chart of accounts, link bank accounts, and input beginning balances
– Organize your income and expense categories for accurate tracking
– Avoid common beginner mistakes that cost time and money later
Proper setup helps you stay organized, track every deductible expense, and create financial reports that make tax season much easier.
Even tracking just $2,000 more in deductions through proper setup could save you $500 or more in taxes—often covering the cost of professional help.
If you're launching a new business and want to start your books the right way, Dr. Bryan Raya has helped dozens of entrepreneurs just like you get clarity and confidence with QuickBooks Online.
Book a free 30-minute call with Dr. Bryan Raya, QuickBooks ProAdvisor:
https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call
Let’s start Doing Business Right.
FAQ: How to Set Up QuickBooks Online
What’s the best QuickBooks subscription for a new business?
Most new businesses start with Simple Start or Essentials. Dr. Raya will help you choose based on your goals and structure.
How do I set up my chart of accounts in QBO?
You’ll get guidance on organizing accounts specific to your business and industry.
Can I connect my bank account to QBO?
Yes, and Dr. Raya can walk you through secure linking and setup.
Where do I get support if I get stuck?
Book a call to get direct help from a certified QuickBooks expert.
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