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smalekian
Level 1

new to online bookkeeping

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?

1 Comment 1
BabyB
QuickBooks Team

new to online bookkeeping

Yes, our QuickBooks advisors are certified experts ready to help you set up your historical financial data, Smalekian. I'm happy to direct you to the correct department who can help set up your QuickBooks Online (QBO) account.


Our advisors need specific important documents that will help them understand your finances and set up your QuickBooks system correctly. You can use these resources to schedule a free consultation with our experts to further answer your questions and determine the appropriate assistance your business needs: Choose how you want to work with our experts.

 

I've included this article that features helpful video tutorials to help you learn more about QBO: Learn QuickBooks Online.

 

If you have additional questions about setting up your account and other QuickBooks-related matters, please Reply to this thread. Our goal is to make the transition to QuickBooks Online as smooth and beneficial as possible for your dad's business. Have a great day!

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