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Pitfalls to Avoid When Setting up QuickBooks Online

Jul 13, 2018 11:15:38 AM Kathy Dise Small Business, Start-ups, Profitability

 QuickBooks OnlineThe selection process for deciding which bookkeeping tool is best for your business can be tedious and challenging to decipher in terms of features and benefits. If you've landed on QuickBooks®, congratulations! You've chosen what we at BudgetEase consider a necessary and highly effective tool to help make YOU more profitable!

Before you install the QuickBooks Online (QBO) program, run through these quick checks:

  • Triple Confirm: Is QBO the best version for you today, and tomorrow? Be sure to understand what baseline features you need to get started and which features may be more complex, but are a necessity for long-term ease of use. Use this helpful checklist to determine which version is best for you. It’s easy to upgrade if needed, but more costly (you lose your discount!).
  • Ask: What Is the True Cost of a QuickBooks Subscription? Determine how much it is over the course of 2+ years. Where’s the catch – how long is the trial period?
  • Syncing Your Bank Accounts: Check in with your local banker or online banking team to ensure third-party software like QBO is permitted when accessing your bank account online. If you have issues or a fob for your banking, you may need some additional  assistance from the bank.
  • Settings: QBO has very easy-to-use and simple defaults that may or may not work for you. Be sure to match the templates and your preferences for email, estimates, invoices, and reporting suites to your needs before purchasing.

** Bonus: Don’t forget that you may be eligible for a 30-day trial to test QuickBooks!

Still not sure whether the desktop version of QuickBooks or QuickBooks Online is best suited for your business? My name is Kathy Dise with BudgetEase, here to make YOU more profitable! You can contact me with your QuickBooks questions at


Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.