Frequently Asked Questions About QuickBooks Online Setup

Addressing Common Client Concerns and Confusions

Q: Why does our business need to set up QuickBooks Online?

A: Our business needs QuickBooks Online so both our team and clients can access financial data in real-time. This access helps us work together more efficiently. As QuickBooks ProAdvisors, we can provide support and insights to help clients make better business decisions.

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Q: How will both our firm and the client benefit from access to QuickBooks Online?

A: QuickBooks Online allows our firm and the client to view important financial information at the same time. This makes bookkeeping, financial reporting, and tax preparation easier. Clients can also check their financial status anytime, which builds trust and transparency.

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Q: Who pays for the QuickBooks Online subscription?

A: The client pays for the QuickBooks Online subscription. The client can choose a plan that fits their business needs and budget.

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Q: How can the client select the right QuickBooks Online subscription level?

A: Clients can look at their business needs, like the number of users and required features such as invoicing or payroll. We can help them review these options to find the best subscription level for their goals.

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Q: What if the client's business needs change after setting up QuickBooks Online?

A: QuickBooks Online allows clients to upgrade or change their subscription plan easily as their needs change. Clients can adjust their plan and features as their business grows.

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Q: Can our firm provide support once QuickBooks Online is set up?

A: Yes! Our firm will provide ongoing support. If clients need help using the software, have questions about financial tasks, or need assistance with reports, we are here to help as their trusted advisor.

Additionally, we offer a one-time QuickBooks setup service or it can be included as part of our ongoing bookkeeping services. Do not hesitate to contact us for more details!