About Me.mp4

About Me.mp4

  • I'm Ronika Khanna, a CPA, CFA and the founder of Montreal Financial.

  • With over 15 years of experience in finance and tax, I help Canadian small business owners and solopreneurs navigate the financial side of their business with confidence.

  • Through my books, webinars, and courses, my focus is on making complex topics like taxes and accounting simple, practical, and a little less intimidating.

  • I’ve been using QB Desktop and Online for many years.  As an accountant and small business owner, I love its functionality

QuickBooks Online Made Simple (Masterclass)

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  • 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