---
title: QuickBooks Online (QBO) Instructions
description: QBO Instructions for Bayshore clients.
---

[Seghetti News & Updates](https://blog.seghettiwaxler.com/news-updates)

# [QuickBooks Online (QBO) Instructions](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo)

 Written by [Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) | Jan 20, 2026 6:17:56 PM

- Don't forget to sign your Engagement Letter.
- If you haven’t already, please grant us access to your file. Click [here](https://d2B-f204.na1.hs-sales-engage.com/Ctc/L0+23284/d2B-f204/Jks4YGXpW69t95C6lZ3mRW6lnnF96DjHvvW8rD4rt7CWSnhW2VzfWM1GN7WmW2jwbkb8jsL4_W1mxlS_34LVL5W1MblnM5Kbyy2W2K-k4K4mTppTW27GBwL8161BQVfLz0X2TdSkmW4ycXCm2ZJH36W6QDfY83t9ZKTW6xYkWQ7C1NdHW6VxJyY4Dw_CQW43kWBf8f3wgjW2Hgtk758CbgmW4k5-1p2Bk856V_zV4x4KV7QfW6-Xxs221X2L0W5g6GG_7BxbV6N4YyNBYBtjHVW2dBL1B3w9-10W7zBMvg87T4ycW9jQLVZ3F5BcVW8j1vpF7Mv3CtN8y5L2fDTMxxW7jkkGR3q0mvxW8V5J0w8VgTvPN77SJP_d92T3W429m6k3fMQQbW6wgd5Z5rN6gTW7sF7tp50LYC5W7-9d_Q340k3sW4YX08M2gkQVsW8lbmnv5ygD2LW2CT-y92FS4wzW22c_T63CbK2Jf1lN9-R04) for instructions.
- Please provide copies of all documents below which apply to your company: 
    - W-3 (summary of W2) & Copies of W-2’s for the current year
    - Quarterly Sales Tax Returns
    - 1099’s issued
- **[Click Here](https://seghettiwaxler.sharefile.com/share/getinfo/ra6369636f57a41cabb1b0fb2207af1c4) to upload support files.**
- Please send us confirmation that all bank accounts and credit cards have been reconciled through December 31st by sending / replying to our email or clicking [here](https://share.hsforms.com/1FgMXGnlaR_iToP0ag0ILyAd4gak)

[View full post](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo)

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