Bookmate Onboarding Checklist

Getting set up with Bookmate

  • Work with your account manager to connect your QuickBooks account with Bookmate
  • Allow access to your connected financial accounts
  • Ensure there is no commingling of personal and business funds in your accounts
  • Make sure your books are up to date through the month your service begins

That's it!

Create your profile

Answer the prompts in your profile so we know what we'll need to gather to start your bookkeeping service

Connect accounts

Work with your account manager to grant Bookmate access to view your transactions

Get reports

Once your accounts are linked we'll start doing your books, you'll receive your first monthly report via email