Free QuickBooks Online Setup Checklist for Small Businesses

Set up QuickBooks Online the right way from the start — and avoid costly bookkeeping mistakes.

QuickBooks Online only works well when it’s set up right. This checklist ensures you start with the right foundation — saving you time, confusion, and costly corrections later.

DOWNLOAD THE FREE QBO CHECKLIST BELOW

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Enter your email and submit the form below to receive your free checklist.

What’s Inside the Checklist

✔ Choosing the right QuickBooks Online plan
✔ Business information you need before setup
✔ Key company settings most people miss
✔ Chart of accounts basics (without the confusion)
✔ How to safely connect bank & credit card accounts
✔ First-month review steps to catch errors early
✔ When it’s time to get professional help

This checklist is designed for small business owners, freelancers, and new entrepreneurs who want clarity and control over their finances.

This Checklist Is Perfect If You:

  • Are new to QuickBooks Online

  • Are setting up QBO for the first time

  • Want to avoid cleanup costs later

  • Prefer clear, step-by-step guidance

  • Want your books tax-ready from day one

Why Learn from YBBKNG?

At YBBKNG, we work with small business books every day.
We see firsthand how small setup mistakes turn into big problems at tax time — and this checklist is designed to help you avoid that.

We believe:

  • Education builds confidence

  • Clean books save money

  • Accuracy matters from day one

No spam. Just practical bookkeeping guidance.

YBBKNG Financial Group is committed to supporting your financial health.
By submitting this form, you are requesting and consenting to receive our free QuickBooks Online (QBO) Setup Checklist. A download link will be sent directly to your email after submission.

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