How to Set up QBO in Less than 20 Minutes (DIY)

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 **** 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 hello@claracfo.com 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: https://youtube.com/playlist?list=PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb Need a guide to QBO setup? Get the QBO Optimization Checklist Here: https://claracfo.podia.com/qbo-optimization-checklist Find more resources for your small business HERE: http://learn.claracfo.com/ -------------------------------------------------------------------------------------------------------------------------------------------- To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. 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.