Your QuickBooks Setup Is Confirmed

Thank you for choosing The Rooted Soul. Your payment has been received, and your QuickBooks Setup is officially underway.

Your next step is to complete your QuickBooks Setup Onboarding Form.

This form gives us the information we need to prepare your QuickBooks company file, chart of accounts, bank and credit-card connections, and other setup details.

Once you submit the onboarding form, you’ll be guided to schedule your 60-minute QuickBooks training and handoff session.

COMPLETE MY QUICKBOOKS ONBOARDING

You’ll be taken to the secure onboarding form to provide the details we need before your setup begins.