Let’s Make Your Bookkeeping Easy!

We are so excited to a part of your team. Now that you are signed up, here are some simple tutorials to help you get started. If you have never used quickbooks before, never fear. Our team will get you set up with an account at a discounted rate.

Step 1: Add Grow the Books as your Bookkeeper on Quickbooks

We need access to your Quickbooks account to do your bookkeeping. Not sure how to add us? Here is how.

 

In this tutorial, I show you how to add your bookkeeper to Quickbooks Online.

 

Step 2: Connect Your Financial Accounts

This is a crucial step. You need to connect all bank and credit card accounts associated with your business. Savings, checking, stripe, paypal, and credit cards are some of the types of accounts you will connect.

*Please note, this video shows you how to connect your accounts. You DO NOT need to go beyond connecting the accounts. Do not move over any transactions.

 
 

Step 3: Download the App

If you have an iPhone or an Android, you need to download the Quickbooks app here. This app will be used for all receipt documentation. Simple write on the receipt the purpose of the expense (for example: office supplies, networking dinner with Sam Smith, travel expense for Summit Conference) and then scan the receipt. It is truly easy and then you don’t have to keep track of all your receipts or spend time scanning them and uploading files.

 

 
 

Step 4: Give Access to Accounts

The next step is to go into your bank and credit card accounts and give us VIEW ONLY username on your accounts. Simply log into your bank or credit card portal and create a VIEW ONLY username and then email your bookkeeper the list of the accounts and usernames that you have created.

Step 5: Give Access to Payroll

Finally, log into your payroll account and add Greg@growthebooks.com to your payroll as an admin. For Gusto payroll this is found under settings. In Square payroll you will need to setup the Beta Accountant access after logging into your account and then add Greg@growthebooks.com as an admin. For other payroll providers please contact us and we are happy to help.