EO CPA – QBO Welcome Kit for Clients (Professional Services)

Welcome to EO CPA! We’re excited to support your business with efficient, cloud-based bookkeeping using QuickBooks Online. This kit includes everything you need to get started, with short videos and clear tips tailored to Canadian professional service businesses.

Go to https://quickbooks.intuit.com/ca/
Click “Sign In” > Select “QuickBooks Online”
Choose “Create an account” if you’re new
Use the email address you’ll use for business finances
Accept the accountant invitation from EO CPA to connect your account with our team
Download the QBO mobile app for on-the-go access, receipt uploads, and mileage tracking

How to Send Receipts

You have 3 easy options:

Mobile App: Snap and upload
Web Upload: Drag & drop in the “Receipts” tab
Email: Forward to your specific clientname@quickbooks.com from your registered QBO email

📘 Tip: Use descriptive file names like Client Lunch – April.pdf for easier bookkeeping.

Reminder: Charge GST/HST on Your Invoices

If you’re registered for GST/HST, you must collect tax on all taxable invoices. QuickBooks lets you add GST/HST rates by province automatically.

📺 Video Tutorial: Track GST/HST in QBO

✅ Tips:

Set the correct tax code when creating invoices
Double-check your province and client location (rates may vary)
Not sure if you need to register for GST/HST? Learn more from CRA

Payroll & CRA Remittance Overview

Set up employee profiles

Run payroll with QBO or manually
QBO calculates deductions for CRA (CPP, EI, income tax)
Submit remittances via QBO or CRA My Business Account

🌐 CRA Guide:Remit Source Deductions

EO CPA Best Practices

✔ Log in weekly to stay on top of tasks
📥 Upload receipts as you go
📧 Email us before large business decisions
🗂 Use your shared Google Drive folder for document uploads
💸 Make sure you charge and track GST/HST on your invoices

Questions or Need Help?

We’re here to support you.
📅 Book a check-in call anytime
📧 Email: info@eocpa.ca