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Why is Quickbooks Online Setup so Important?

Updated: Oct 1, 2021

It’s important to complete company information because what you provide in this section will affect the contact information that appears on the invoices, sales receipts, and estimates that you send to your customers.

If you don’t complete Company setup, then you are more likely to encounter issues. For example, if you send invoices to customers who you expect to mail you a check, but you did not set up your contact information in Company Settings, then your invoice will not include your mailing address and your customers will not know where to mail payments to. This will most likely delay payment and result in a cash flow issue for you.


Watch the below videos for some settings that you need to setup. For full settings and setup training please schedule a free consultation to talk to me about my 6-month bookkeeping coaching program where you will learn how to do your own bookkeeping and have accountability to make sure your doing it!


Quickbooks Online Company Settings:



Expense Settings:



Invoice Settings:



Connect Bank Accounts:



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