QuickBooks Online Setup in Minutes — Faster Than Ever (2025)

For a free 30 day trial and 30% off for 12-months, go to https://www.financialtechlab.com/QBO This updated QuickBooks Online setup guide walks through the new AI-powered onboarding so getting started is fast, simple, and accurate. The video covers choosing the right QBO plan, creating a clean company file, connecting bank and credit card feeds, customizing a chart of accounts for better reporting, and dialing in invoicing so payments can run smoothly from day one. Jump to: 0:00 – Intro: Can you DIY QuickBooks setup? 0:43 – Why every business needs accounting software 1:47 – How to get 30% off QuickBooks Online 2:52 – Picking the right QuickBooks plan (Simple Start, Essentials, Plus, Advanced) 3:43 – Starting a new QuickBooks account 4:39 – AI-powered QuickBooks onboarding 6:04 – Business feed overview & first recommendations 7:06 – Step 1: Connect bank accounts & credit cards 8:44 – Step 2: Customize your chart of accounts 10:08 – Import chart of accounts 11:02 – Step 3: Customize invoices & get paid faster 12:27 – Activating Merchant Services + discounted rates 13:53 – Customizing a single invoice 14:09 – Recap: The 3 most important setup steps 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.