Did you sign up for QBO but need help setting it up? It's really not that hard! In this video, Hannah walks you thought the setup of a new QBO account.
If you want to get started and want to secure a 30% discount for an entire year, go here:
https://claracfo.com/QBO'>https://claracfo.com/QBO'>https://claracfo.com/QBO'>https://claracfo.com/QBO

*** IMPORTANT *** to get the 30% discount after the trial period, you MUST input your credit card information into the system before the trial period ends. You will lose your discount if you do not do this. If you lost your discount, email us at [email protected] and tell us the email you used to sign up, and we can get the discount applied manually.

Quickbooks Online (or "QBO") is one of the most widely used accounting systems for small businesses. And for good reason: they have been in the game, focused on small business for a LONG time. You may be asking, "How do I set up Quickbooks Online once I get it?"

This video covers getting started with QBO and answers:
What happens after you sign up for QBO?
What questions the system will ask during setup?
What parts of setup should you skip and what parts should you answer?
What is important for securing your 30% discount for the year?
What next steps should you take after initial setup?

Check out the entire "How to do stuff in QBO" series from Hannah Smolinski, CPA, and small business CFO here:    • How to do stuff in QBO  

Need a guide to QBO setup? Get the QBO Optimization Checklist Here: https://claracfo.podia.com/qbooptimi...

Find more resources for your small business HERE: http://learn.claracfo.com/


Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! https://claracfo.com/QBO'>https://claracfo.com/QBO'>https://claracfo.com/QBO'>https://claracfo.com/QBO

‍♀‍Got Employees? Talk to Justworks! They can help you if you are a small business owner or an accountant or advisor who works with small businesses. Learn more here: https://claracfo.com/justworks'>https://claracfo.com/justworks

Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! https://claracfo.com/melio'>https://claracfo.com/melio

(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)

Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/

Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.