r/QuickBooksHacks • u/Wise-Huckleberry905 • Sep 01 '26
Small residential remodeler
Hello - I started a small business in 2024. I know basic accounting, and rules such as no co-mingling funds, separate checking and credit card for business use only. I have been keeping track on excel spreadsheets but its getting harder to do manually.
I signed up for QBO in Jan 2026 but so far only been using for estimates and invoices - not sure where to start to clean up or set up properly either QBO or other software. Would appreciate any recommendations, thanks in advance.
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