Welcome to the QuickBooks Online Made Simple Masterclass

Welcome to the QuickBooks Online Made Simple Masterclass

πŸ‘‹ Welcome to the Masterclass!

Thanks for joining! In this session, you'll learn how to confidently navigate and use QuickBooks Online (QBO) for your small business. Whether you're just getting started or want to clean up your existing setup, this masterclass will help you build a strong foundation.

This session covers practical, real-world workflows and tools that will help you:

βœ… Set up your QBO file correctly
βœ… Use features like invoices, bank feeds, and reports effectively
βœ… Save time and avoid common mistakes
βœ… Understand how transactions flow into your financial reports
βœ… Customize QBO to fit your business needs


πŸ—‚οΈ What’s Included

πŸŽ₯ Step-by-step video lessons, organized into easy-to-follow modules
πŸ“„ Quick Reference Guide / Ebook
βœ… Time-Saving Tips Cheat Sheet
πŸ’¬ Replay of the original Q&A session


🧭 How to Use This Masterclass

  • Go through the modules at your own pace. Each one focuses on a key part of QBO.

  • Use the downloadable guide and cheat sheet to follow along or refer back to later.

  • Don’t worry if you don’t remember everything the first time. QBO gets easier with practice.

πŸ’‘ Need to sign up for QuickBooks Online?
You can get 80% off for 8 months using my partner link:
πŸ‘‰ https://quickbooks.partnerlinks.io/cpnvu3cyj2a6


πŸ‘©β€πŸ« About Your Instructor

Hi, I’m Ronika Khanna, CPA, CA, and founder of Montreal Financial. I’ve helped hundreds of Canadian business owners simplify their finances and take control of their bookkeeping. Through my books, webinars, and YouTube videos, I focus on making accounting and tax concepts easy to understand and easier to implement.

QuickBooks Online Made Simple (Masterclass)

Buy nowLearn more
  • Welcome to the QuickBooks Online Made Simple Masterclass
  • About Me.mp4
  • Which QuickBooks Online Version Should You Choose?
  • Setting up QBO: Account Settings and Structure including Chart of Accounts
  • Setting up QBO: Products, Services, Attachments, Custom Fields
  • Navigating QuickBooks Online: What Each Section Means
  • How to Create and Manage Invoices (+ Recurring Transactions)
  • Navigating the Bank Feed and Setting up (Time Saving) Rules
  • Setting Up and Filing Sales Taxes
  • Essential Reports that Every User Needs to Know
  • Post Webinar Q&A

Resources

  • QBO sign up link (save 80% for 8 months)
  • Quick Reference Guide.pdf
  • Post Webinar Q&A.pdf
  • CheatSheet Time Saving Tips.pdf
  • Additonal Resources