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How to Set Up QuickBooks Online for a Medical Practice (Step-by-Step Tutorial) Hello! I'm Laurie Ellison from Madison Avenue & Hudson Valley Bookkeeping. We specialize in Solo Private Practice Bookkeeping and QuickBooks Coaching. In this video, I show you how to set up QuickBooks Online for a medical practice from the very beginning. This step-by-step tutorial walks doctors, therapists, and private practice owners through choosing the right QuickBooks plan, creating a clean file, and setting up a medical-specific chart of accounts the right way. If you’re starting a new medical practice—or restarting QuickBooks after a messy setup—this tutorial will help you avoid common mistakes that cause inaccurate financial reports and bookkeeping headaches later. What you’ll learn in this QuickBooks Online medical practice setup: ✔️ Which QuickBooks Online plan is best for a medical practice ✔️ Why medical practices should NOT do patient billing in QuickBooks ✔️ How to create a clean QuickBooks Online file from scratch ✔️ How to import a chart of accounts for a medical practice ✔️ How to remove unnecessary QuickBooks accounts safely ✔️ How to connect your bank account correctly in QuickBooks Online ✔️ Beginner bookkeeping tips for doctors and private practices This QuickBooks Online setup tutorial is designed for: Medical practices Doctors and dentists Therapists and mental health professionals Solo private practices Chapters 00:00 – Intro: QuickBooks Setup for Medical Practices 00:15 – Which QuickBooks Online Plan Should You Choose? 06:00 – Creating a Brand-New QuickBooks File 07:00 – Understanding the Chart of Accounts (Why It Matters) 09:35 – Removing Unnecessary QuickBooks Accounts 14:55 – Importing a Medical Chart of Accounts 20:00 – Connecting Your Bank Account to QuickBooks 22:00 – QuickBooks Coaching & How to Get Help ❕Book a Free 15 minute Consultation with Laurie❕ Click the link to Schedule🔽 https://hudson-valley-bookkeeping-inc... Visit our website: https://www.madisonavebookkeeping.com _______ FREE Downloadable Resources for You! ⬇ ⬇ ⬇ ⬇ ⬇ ⬇ ⬇ ✔Therapy Chart of Accounts: https://mailchi.mp/2a970e213641/lhfcz... _______ If you have any QUESTIONS please feel free to: Email me at📩 : hello@madisonavebookkeeping.com Call me at📱 : (646) 661-3971 _______ Do you have QUESTIONS or NEED guidance setting up your QuickBooks? We give QuickBooks LESSONS via Zoom. 🔽🔽 Schedule a FREE Consultation: https://hudson-valley-bookkeeping-inc... Disclaimer: This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Hudson Valley Bookkeeping, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Hudson Valley Bookkeeping, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.