Guides
Step-by-step help for doing your own books.
How to Set Up QuickBooks Online for Your Business
The 12 steps to set up QuickBooks Online in the right order, from your chart of accounts to closing the year.
Checklists
Printable Word checklists with clickable checkboxes. Free to download.
QBO Setup & Catch-Up Checklist
Every step to set up a new QuickBooks Online file, get it caught up and clean it up, on two pages.
Monthly Bookkeeping Close Checklist
Close your books each month and get your financials: sync, match, categorize, review, reconcile and report.
Templates & Calculators
Excel templates you can download and use right away. Free to download.
Chart of Accounts: General Business
A ready-made chart of accounts with account numbers, types and detail types that match QuickBooks Online.
Chart of Accounts: Rental & Fix-and-Flip
A chart of accounts for real estate investors, with accounts for rentals, fix-and-flips, and notes on what each one is for.
Cost to Hire Calculator
See the true cost of an employee, including payroll taxes and benefits, and compare payroll providers like Gusto, QuickBooks, ADP and Paychex.
LLC to S-Corp Calculator
Find out when an S-corp election could start saving your LLC money.
Coming soonNew Hire & Vendor Forms
These links go straight to the official government pages, so you always get the current version.
Form W-4
Every new employee fills this out for federal tax withholding. The IRS updates it every year.
Get the W-4Arizona Form A-4
Arizona employees choose their state withholding rate on this form. New hires have 5 days to turn it in.
Get the A-4Form I-9
Verifies every new employee can work in the U.S. You can fill it in on screen, but it must be printed and signed by hand.
Get the I-9Form W-9
Get one from every contractor or vendor before you pay them. You'll need it for 1099s at year-end.
Get the W-9Keep completed forms in a secure place. Don't send the W-4, A-4 or I-9 to the IRS or the state unless they ask for them.