QuickBooks Online Setup
Setup Checklist & Document Submission
Download the checklist, gather your documents, and submit them securely. We'll take it from there.
How it works
- 1Gather the documents listed below in PDF, JPG, or PNG format.
- 2Click Download Checklist to save a printable copy for your records.
- 3Use Upload Documents to securely submit your files (encrypted, private, and only accessible to Marjorie).
- 4We'll review everything within 2 business days and schedule your kickoff call.
Documents to gather
- Business formation documents (LLC, S-Corp, or DBA filing)
- EIN confirmation letter from the IRS
- Prior year tax return (business)
- Most recent 3 months of bank statements (all business accounts)
- Most recent 3 months of credit card statements (all business cards)
- Prior year financial statements (if available)
- List of vendors, contractors, and W-9 forms on file
- Payroll provider details (if applicable)
- Merchant / POS processor statements (if applicable)
- Loan or line-of-credit statements
Ready to submit?
Upload your documents through our secure, encrypted portal — only Marjorie has access.
Upload Documents Securely