Solved: Checklist of what you’ll need to set up a new business in Quickbooks

If they’re a new business, you’ll want to ensure that they get going on the right foot. And you’ll want to have a central location where you log agreed-upon rates for clients (if there’s any variation). If you require a deposit or payment upfront, now is the time to set that up, too.

Create or update invoices in FreshBooks anytime payments are received from HoneyBook

Similar to your legal onboarding tasks, your financial steps might vary based on the client. For example, you likely have your own accounting or invoice software to manage, but you might need to work within your client’s payment platform of choice. Or maybe you have an invoice template you customize for each client. Start by collecting all your client’s financial data, including past accounting software financial statements and their utmost importance to users files, spreadsheets, bank statements, invoices, and expenses. Ensure all of their financial data is accurately migrated or converted to your client’s QuickBooks Online account.

Instruct clients and their team members on how to manually enter financial transactions into QuickBooks Online, especially for transactions that may not be captured through automated processes. Enter all relevant information on the client, including the full company name, address, and preferred contact details. This will be used for invoicing, so it’s important to get it right.

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1. You could also trigger a notification whenever you move a new file to your client’s folder, with an automation like one of these.
2. Small business clients are often very savvy in their fields but may not understand the finer points of accounting.
3. This gives your clients a better experience, and helps you grow from small business owner to effective team manager as you add more staff.
4. In the excitement of a new project, it’s easy to forget all of the little details to get a client set up.

New business owners DO NOT  use QB for invoicing or processing credit cards from clients. They do take your hard earned money from your clients but do not give it to you like they said they would. Its beyond the 5 day waiting period , its beyond the 2 day account transaction review, its beyond weeks now! I initiated contact, not them like it should be when they hold your money for no reason with no explanation. DO NOT use them as you will never see your money nor ever get the courtesy of an explanation.

In the excitement of a new project, it’s easy to forget all of the little details to get a client set up. Having a documented onboarding process makes your life much easier. You get clients up to speed faster, show off your organizational skills, and save mental space for the work clients hired you to do.

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This is pretty meta, but the first step in your customer onboarding template top 24 entrepreneur organizations is onboarding new customers. Kicking off the project with a warm welcome starts the relationship on a positive note and sets expectations. In addition, here’s the client onboarding guide to QuickBooks online. Proactively tell the client when they can expect their books to be updated and how you will address any issues going forward.

Like evaluating the client’s reporting needs, this step can help synergies definition types + examples in business you get them set up right from the start. If your client is using a third-party to run payroll, you can skip this step. However, having it in your standard workflow will ensure that you have the conversation with your client as you go through the onboarding process. Many small business owners find QuickBooks intimidating which is where your bookkeeping services come in. If you want to streamline your workflow even more, you can automate your client onboarding. As we break down each step of the onboarding process, we’ll offer some tips on how you can put your operation on autopilot.

Any agency or freelancer that’s ever dealt with a clingy client or a ghosting collaborator knows the importance of communication. In addition to setting expectations around response times, it helps to establish communication channels right from the start. Whether you’re using the checklist or using our complete guide, you’re on the right track to be an expert in no time. You could track all of these processes using a spreadsheet or Google Docs, but there’s no need to reinvent the wheel.

If you use statements of work to manage your project specs, here’s where you’ll sign one for your initial projects. In cases where your projects will be fairly similar, you can use this first statement of work as a base for its future counterparts. Make a copy, personalize it, and reference it every time you land a new client.