This spring I did a 50-hour project setting up QBO for a convenience store and gas station in Reedsport, OR. The owner, Aaron Young, had bought the business on the side of Hwy 101 on the Oregon Coast, and needed to set up his books. We took the previous owner’s exisiting QB Desktop file and imported it into QBO. We cleaned up his structure and his numbers, reorganized the chart of accounts to reflect what he wanted to track, and customized Sales Receipts for steps he wanted his managers to do.
Sales Receipts for Daily Sales
Fuel Cost of Sales
Gift Cards and Owner’s Comp
Recurring Transactions Templates
Alicia has created not only a book that contains all the setup information you will need to create a QuickBooks file for your Convenience Store and Gas Station business—she has also created a ready-to-use Template! This pre-made QuickBooks Desktop file will save you the several hours it would have taken to create the file on your own. It is available for purchase here!
To use the template, you will need a copy of QuickBooks Desktop 2017 or higher. If you would like to use the template with QuickBooks Online (QBO), you will need a subscription to QuickBooks Online Essentials or Plus. In order to upload the ready-made file into QuickBooks Online, you will need a copy of QuickBooks Desktop for this one-time conversion. We suggest finding a trial copy, or asking a colleague who has QuickBooks Desktop to help you. Alicia can also provide this service.
Note that if you import the ready-made file into QuickBooks Online, you will need to recreate the Recurring Transactions and Custom reports by hand, as they do not import.