You've finally hit 'subscribe' on QuickBooks, you're logged in, and… now what? You want to build a good foundation, so hear me out, no pressure, no guesswork; I'm telling you the three things you need to do right after signing up for Quickbooks.

 

Step 1: Connect Your Bank & Credit Card Accounts

• Automation saves time and reduces errors
• Common newbie mistakes: manually entering all transactions instead of connecting, connecting PayPal or Venmo too soon before separating business use

Step 2: Customize Your Settings

• Walk through key areas in Gear Icon → Account & Settings
• Don't skip this — these settings control how everything looks and works behind the scenes

Step 3: Review Your Chart of Accounts

• Your chart of accounts is just your list of categories — where every dollar gets filed
• You don't need a million categories. Keep it clean, keep it clear — you'll thank yourself later when it's time for reports

And remember — if you'd rather we handle this setup for you, make sure you're on my email list. There's a fun promo coming soon just for you!

 

Check out these helpful, related podcast episodes:

Ep 067 - The #1 QuickBooks Setting Most Business Owners Overlook

Ep 072 - Is Your QuickBooks Set Up for Success?

 

And special thanks to Feedspot for recognizing this podcast as one of The Top 100 Female Entrepreneur Podcasts!

 

Here are the ways we can connect:

SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast

Reach me: https://erikamillard.com/contact

Learn: www.erikamillard.com

Email: connect@erikamillard.com

Instagram: @erika_millard

 

Free QuickBooks Next Steps Session call                                                                                  https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule

 

Take Home Target                                                                                                        erikamillard.com/takehometarget

 

Mini Course- Get Comfy with Budgeting                                                                                  https://erikamillard.com/budget

 

Get Comfy with QuickBooks                                                                                                      https://erikamillard.com/get-comfy-with-quickbooks

 

Don't forget to download the free Monthly Bookkeeping Checklist                                       https://erikamillard.com/bookkeeping-checklist 

 

I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck 

 

Happy Bookkeeping!