QBO Setup Guide for Contractors

Most contractors set up QuickBooks and never touch their Chart of Accounts again — which means their reports are wrong, their job costing doesn't work, and their CPA has to fix the mess at tax time.

This step-by-step guide walks you through exactly how to set up your Chart of Accounts in QuickBooks Online the right way — built specifically for trades and construction businesses.

What's inside:

• What a Chart of Accounts is and why it matters
• Messy vs clean COA — see the difference side by side
• How to turn on account numbers in QBO
• How to add new accounts step by step
• How to edit existing accounts
• How to mark old accounts inactive without losing history
• What your reports should look like when it's done right

Built by a QuickBooks ProAdvisor who works exclusively with trades businesses.