Set up QuickBooks right the first time.

A free starting plan for your new New York business, built from your state record. No logins, no documents, no meeting.

Get your free plan

Start with your business name. Your email comes after we find your record.

Want to talk first, or can’t find your record? Book a call with Waqas. It is a 15-minute meeting on Calendly.

Your registered business details in one place
How to keep owner money separate from business money
What to bring into QuickBooks in the first month

For New York corporations and LLCs planning to use QuickBooks.

Starting a new QuickBooks file this week? The first hour in QuickBooks Online for a new New York LLC covers the settings, accounts and bank connection, with Intuit’s help article behind each step.

From a business name to a plan you can act on.

A plumbing LLC registered in September 2024. The example follows a solo operator who drives a van between customer jobs, so it includes the optional mileage guidance.

Real registration details; illustrative solo-operator scenario.

Example plan from a public business record

PRECISION PLUMBING & PIPING LLC

Entity type: domestic limited liability company
NY filing date: 2024-09-03
County: Franklin
DOS ID: 7410853

New York Department of State via Open NY ↗
Retrieved 2026-09-15 from the monthly dataset snapshot

Your next steps

Recommended practices for your entity type and a new QuickBooks setup.

Start with a clear view of the business: Give owner contributions and withdrawals their own place in your records. Ask your accountant how they should be classified for your LLC. That makes it easier to distinguish money earned by the business from money moved by its owners.
Turn work trips into useful tax records: For a solo operator driving between customer jobs, keep a running log of each trip’s date, destination, business purpose and miles. Record total annual vehicle mileage too. These records support eligible business vehicle deductions and help your accountant work out the business-use share. Classify business, commuting and personal trips separately; your accountant can confirm the treatment and vehicle-expense method that fits.
Know what is still owed: For work you invoice, keep the invoice and its payments together. QuickBooks can show the remaining customer balance. Illustration: $900 billed and $300 received leaves $600 to follow up. That is a clearer collection list than checking which deposits arrived in the bank.
Make your first month easy to maintain: Bring your opening balances and any unpaid invoices into the setup, then work through one invoice and one payment from start to finish. Our accounting team can help configure that workflow and show you how to keep it current.

A useful entry after a service call

Illustrative mileage log

Trip: Customer job A to customer job B
Purpose: Travel between customer service calls
Record: Date, destination, business purpose and miles driven

Save the trip while the details are fresh. A consistent log gives your accountant evidence to support eligible deductions.

IRS guidance on vehicle expenses and records ↗

QuickBooks guidance: Invoices and payments ↗ and Owner equity ↗

Who you will talk to

Waqas Hussain of Morphology Tax does the paid bookkeeping. He is the accountant on the 15-minute call.

Book a 15-minute call with Waqas

What his firm does

Bookkeeping, plus accounts receivable and payable
Payroll and HR, including state filing and W2 and W4 processing
Tax preparation and tax planning
Works with Gusto, QuickBooks and ADP
Serves New York, New Jersey, Connecticut, Pennsylvania, Maryland and Chicago
Appointments in person or virtual

Firm details from morphologytax.com. Contact: 914-220-2292, [email protected].

Common questions

How is my plan created?

Enter your business name and pick your business from the New York records. Your plan combines its registration details with recommended bookkeeping practices for your entity type and a new QuickBooks setup.

What happens next?

Read your plan. We email you a copy, so you can use it to decide what help you need. Waqas Hussain, the accountant who does the paid work, follows up by email about setting up QuickBooks around your work.

What if I want paid help?

Waqas can discuss QuickBooks setup. You will know who handles your records and agree the scope and price before work starts.

What if my business is not in the records?

Sole proprietors and out-of-state businesses are not in the dataset. Use the booking link in the form to talk to Waqas directly.