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smalekian
Level 1

getting started

I would like to help my dad setup a QBO for his woodworking business that he owns and operates independently. He has never used a bookkeeping software or service. He also does not have a history of cleanly maintaining an online record of business transactions and financial statements. I am considering to purchase live expert help to construct historical financials for his business and to establish a baseline for bookkeeping moving forward. Is this something a QuickBooks advisor can help with? What is the minimum documentation (e.g., tax returns, bank statements) that QuickBooks advisors need to provide this requested support? Do advisors have experience working with business owners who do not have a history of maintaining  online bookkeeping records?

2 Comments 2
EduardA
QuickBooks Team

getting started

Thanks for considering QuickBooks Online (QBO) for your dad's woodworking business, @smalekian.
 

I can see that one of the members of the Community has already responded regarding a need for live expert for your dad. Let me share this link for you to check:  https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-new-to-online-bookkeepin...
 

Don't hesitate to always ask for help if you need any questions about setting up QuickBooks. The Community is here to assist you with any other concerns you may have.

FishingForAnswers
Level 10

getting started

@smalekian  "I would like to help my dad setup a QBO--"

 

What did your dad ever do to you?

 

For the amount of headache and financial cost he'll be in for, you may as well find a local small-time bookkeeper.

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