SBP QBO Set Up — Connected Accounting

Let’s set up your QuickBooks Online file

Company Name

Legal Business Name (if different than Company Name)

Business Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

Employer Identification Number (EIN)

Provide your EIN number if you have one

Your Name

Or the name of the person who will be the admin in QuickBooks Online for your business

First Name

Last Name

Accounting method

Fiscal year start date

If you leave it blank we will assume January 1 is your fiscal year start date.

YYYY

Bank and Credit Card Accounts List

Please list the names each business bank and credit card accounts your business owns (if none setup yet, write "none")

Bank/Credit Card Access Granted?

Grant us bank and credit card access to any of the accounts you want us to link (or we will provide you with instructions on how to) - once you have granted us the accesses - come back here to confirm it's done. See "how to add a user" instructions the the main banks here: https://www.connectedaccounting.co/banking-institutions

Message

Anything else you'd like to share? Note: you can always add most of the above information in QuickBooks later on - so no stress :)

Provide the details below, and we'll customize your QuickBooks Online company file to fit your industry, connect your bank and credit card accounts, and upload your current fiscal year’s transactions. Plus, we'll equip you with step-by-step guides to help you manage your bookkeeping with confidence.

Once you submit the form, you can expect access to your file within 10 business days.