How to Set Your QuickBooks Up For Success in 5 Easy Steps

Set Up QuickbooksHow to Set Your QuickBooks Up For Success in 5 Easy Steps

Accounting automation programs are incredible… but if you think it’s as easy as pressing sign up, you could be automating a nightmare. Proper setup is crucial to success.

There are several online bookkeeping applications to choose from for many types of businesses. Although they can be similar in nature, we chose to focus on one accounting application and learn it well: QuickBooks Online

Quickbooks Online is great if you need remote access to the books. QBO also has a huge app library to help you with keeping track of inventory, expenses, and more.

Every accounting system has a few key items involved in the setup. If not set correctly in the beginning, the result is financial information you won’t be able to rely on.

Here are 5 crucial steps in setting up your QBO software.

1. Chart of Account

This is the backbone of your Financial Story and needs to consist of the 5 account categories – Assets, Liabilities, Equity, Revenue and Expenses.

QBO, like most accounting software, allows you to set up your own. However, you should seek the assistance of someone that has a total understanding of what each account means and how it is linked to a subledger.

2. Connect your Bank Accounts and Credit Cards

This set will allow for some automation to take place.  As your bank has new transactions happening, new items will appear in your bank feed.

These will appear as entries that you need to make. QBO will already fill in the data and the amount of the transaction and then will ask you choose the customer or vendor, choose the appropriate tax category and choose which chart of accounts account to use (typically, which Sales or Expense Account).

3. Payroll

If you have payroll to set up, we strongly encourage that you seek the help of a professional to help with the migration to QBO.

Setting employees up with year-to-date payroll can be difficult and having the correct information is vital when it comes to preparing year-to-date payroll stubs and year-end T4s.

4. Prior Year and Current Year History

If you are moving from the desktop version of QB to the online version you can work with QBO directly to migrate the data for you.

Know that the support of a professional bookkeeper will be truly helpful with this process.

5. Get Training

We have encountered countless setups that are done incorrectly, which leads to all the work having to be re-done.  If you invest in training with a bookkeeping training specialist you will earn back the value of the associated costs 10 times over the costs of having to have someone clean up messy books.

Having someone that understands your unique needs and how to apply those needs into your accounting software will outweigh the fees for having the program set up.

Want to know more? Click here to learn about our software training and setup program.


Graphic Design – How To Find a Graphic Designer or Design Firm

How To Find a Graphic Designer or Design Firm


What is graphic design and why would you need to hire a designer or design firm?


Graphic design is the process of visual communication and problem-solving using typography, photography and illustration. If you are already running a business, you have likely worked with a designer. You may be in need of a re-brand. If you already have a standing relationship with a designer or a firm, good for you! If not, keep reading.

If you are at the beginning stages of starting your business and need a logo design, follow these tips to help you find the right fit. Much like finding your accountant, it takes research.


Try to find a graphic designer or firm that is a good fit for you, not just visually but also from a personality aspect. The more you can connect with a designer, the better the whole process will be and the more likely you will have a designer prepared to bend over backwards for you.

That level of commitment in a designer just can’t be bought. It is a partnership and ongoing relationship that your business will continue to benefit from. Your designer will become a valuable business partner as you grow.


A designer who is prepared to meet with you or talk on the phone and is relatively transparent about their process is a positive sign, but not all designers will spend hours on the phone with their client. This is where you have to do what feels right for you. You may be okay with not needing to meet in person or talk on the phone to discuss progress, or you may be someone that needs one on one interaction. Find a graphic designer or firm that gets that.

Don’t be afraid to ask questions. After all it is your investment.


This is obvious. You need to identify with their work. Look at their website. Look at their Instagram and other social media tools… how do you feel about their work? Does it all look the same? Are their design projects unique? They may have a natural style that fits in with the personality of your business. If so, then this is great.


One of the many perks of business in Barrie, is everyone is connected in some way. If you recognize a business in a portfolio, reach out to them. Ask how their experience went when hiring the firm or graphic designer.


Graphic design and branding is much more than just a logo which is why hiring the right company is extremely important. Effective graphic design is deeper than your visual identity. It’s creating a timeless, effective and cohesive overall visual brand. Finding the right designer or design firm is incredibly important in how your brand will communicate and your company’s overall success in the future.

Emily Boriss


Author Bio:

Emily is the owner of EMILY CREATIVE + CO, a graphic design and branding studio in Barrie, Ontario. Learn more Follow on Instagram


If you’re looking for attention to detail, honest service and tax effective strategies then look no further. I have been working with Mason Miller for 4 years and they have helped with my small business and personal accounting needs. The staff are professional, thorough and friendly; and continue to have my best interests as their focus. When I converted my business accounting to quickbooks online, it was a scary step for me. They were there every step of the way from in office training sessions to answering my ongoing calls and questions. When visiting the office, you’re greeted with a friendly smile, attention to detail and a great office atmosphere. As my business continues to grow, I am grateful for Mason Miller’s ongoing service and support.


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