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Getting Started

We're thrilled to be a part of the team! This list includes essential items for us to roll up our sleeves and get to work. These steps typically take about 30 min - 1 hr to complete.

We recommend having access to WiFi (private), access to your business email inbox, and your online banking login credentials before you begin.

Step 1

Quickbooks Online

If don't yet have a QBO account, there's no action required on your part. We'll get everything set up and send your unique login credentials.

If you already have an existing QBO account, this is an easy one. Simply login to your QBO account. Navigate to the My Accountant tab on the left-hand pane. Send the accountant invitation to the following email:

Here's a quick video to see how it's done.

Step 2

Sync Bank to QBO

This step involves syncing your business bank account to your QBO account (if you haven't already done this). Before you begin, you will need your online banking login credentials handy.

When you're ready to begin, start by logging into QBO. Navigate to the Transactions tab on the left-hand pane. Click on the Banking sub-tab. Click Link Account. You can select from the populated list if you recognize your bank. Alternatively, you can use the search bar to find your bank. Here is what it looks like. After selecting your bank, simply use your bank login credentials and follow the screens to complete the setup. Note- please do not select any *personal* bank accounts in the process. This is only to sync your *business* bank account. QBO will do the rest for you!

If you did not see your bank in the list, don't worry- we've got you covered. Just let us know this was the case.

Step 3

Bank Statements

An important part of a strong accounting system is to reconcile bank accounts every month. This functions as an internal control and gives you reassurance no transactions were missed. To accomplish this goal, we require monthly bank statements. If your online banking provides an option, please set us up as a view-only user with login credentials. Note that many banks handle this setup differently.

If your online banking does not provide this option, that's okay. We have backup plans!

Step 4

Credit Card Processor

If your business uses a credit card processor, we will need login access to view business transaction details and integrate them properly with your Quickbooks Online account. Common processors include Square, Stripe, PayPal, Honeybook, Clover, and the list goes on.

It's important to note that processors will send you a 1099-K form in January summarizing your credit card sales. We can help you avoid common headaches on this!

Step 5

DEXT Setup

Did you just buy office supplies at Staples? Snap a pic with your phone. Did you just have dinner with a customer? Snap a pic with your phone. It's that simple! Dext is a receipt capture tool that allows you to quickly store receipts and invoices for your business expenses. We'll not only manage these for you, we'll also attach them to your business transactions for a full trail of support. Rest easy knowing you'll be prepared for an audit with the snap of a finger!

On your mobile device, please go to your app store and download the Dext app. We will provide you with login credentials and training.

Step 6

Sync Bank to DEXT

By syncing your business bank account with Dext we can quickly identify transactions that may be missing receipts or invoices. We'll notify you at month end if there's any transactions that are missing receipts.

Here's a quick article on how to set this up in Dext.

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