Question

If new client wants to put transaction on QBO from the beginning of the year

Forum|Forum|4 years ago
October 6, 2021
1 reply
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Hi, I have some issues and need help.

I am a bookkeeper as a freelancer.

I have a new client of a small business recently. They want to put the transaction on QBO from the beginning of the year. (January)

They don't use any excel and QBO before.

It is October and I think it is a time-consuming job. I get paid by hour.

Do you think it is a valuable way? It might be good to start QBO on January 1, 2022. What do you think?

QuickBooks Online

Fiat Lux - ASIA

@siska72 wrote:
They don't use any excel and QBO before.

What kind of data do they need to import if they have nothing? How about bank statements?

Of course they have bank statements and receipts but they didn't record anything. So they want me to set up all transactions in QBO from the beginning of this year.

Fiat Lux - ASIA

You may need an importer / converter tool for bank statements and receipt management to capture and convert data into their QBO account. The question is who will pay for these apps?