Portfolio Example of New Quickbooks Account Creation

This example is of a spa we helped setup for entrepreneurs starting a new venture. Talented new business partners seeking assistance setting up financial reporting, deciding on technology workflows and cash flow reports during the initial start up phase.

Spa
New Account Creation
Spa

Cool Spa Ltd.

We were thrilled when a new business contacted us for assistance setting up their accounting workflow and e-commerce platforms from scratch!

We created a new Quickbooks Online file with full automations, then linked it to our technology partner apps and their brand new website scheduling app.

We worked through setting up a PST number and a registered payroll number (RP0001).

Their first P&L statement, Balance Sheet and Cash Flow reports were provided to get them started.

We can’t wait to watch it Bloom.

  • A specialized spa providing custom treatment packages to their local community.

  • To create a new Quickbooks Online file, a workflow for E-commerce, connect technology partner payment apps, a Balance Sheet, P&L statement plus a beginning Cash Flow statement.

    1. Created 60 numbered Chart of Accounts

    2. Posted 1 bank account - and 1 credit card - with 100 transactions

    3. Connected 4 technology partner apps

    4. Created a first quarter (Q1) set of financial reports

Previous

Messy Books