Your Progress
Question 1 of 4
Question 01
How would you describe your QuickBooks Online setup right now?
I set it up myself and I'm not sure if it's done correctly
Someone else set it up but I don't really understand it
It's set up well but I struggle to keep it updated
I haven't really set it up yet, I'm just winging it
Question 02
When you try to reconcile your bank account, what usually happens?
I've never reconciled and don't know how to start
I try but my numbers never match and I give up
I reconcile sometimes but I'm months behind
I reconcile regularly but I'm not fully confident in it
Question 03
When you look at your Profit & Loss or Balance Sheet, how do you feel?
Completely lost, I don't know what I'm looking at
I can read them but my numbers look wrong
I understand the basics but don't know how to use them
Pretty confident, I just want to make sure I'm doing it right
Question 04
What is your biggest goal with your finances right now?
Get my books cleaned up and caught up from scratch
Be ready and stress-free for tax season
Actually understand my numbers so I can grow
Build a consistent system so I'm never behind again
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