Most small business owners set up QBO and figure it out as they go. The result? Bank feeds that don’t match, sales taxes that aren’t set up correctly, and a mad scramble every tax season.
This webinar cuts through the confusion. In 60 minutes, you’ll learn how QBO should actually be used on a day-to-day basis so your books are clean, your reports make sense, and you can feel confident your numbers are accurate.
If you can't make it, the replay will be available to watch anytime.
Each section includes common mistakes to avoid and efficiency tips to save time.
The repeatable routine that keeps your books clean all year and what most people skip
Set up rules and workflows so your bank feeds stay accurate without constant rework
Set up GST/HST/QST correctly, avoid common errors, and reconcile before filing with confidence
Reconcile your accounts properly, catch errors early, and avoid month-end surprises
Identify and fix common categorization mistakes without breaking your reports
Know which reports to review monthly, what to look for, and how to spot issues quickly
Know what to review, what to fix, and how to avoid last-minute tax season stress
Live webinar + Q&A
Approx. 60 minutes of content plus live Q&A. Ask your QBO questions in advance or during the webinar.
Recording
Watch again anytime after the session
Session Guide
Organized guide that you can reference anytime
QBO Habit Checklist
Monthly QBO workflow checklist to keep your books on track
✓ Canadian small business owners using QBO
✓ Bookkeepers/accountants wanting a workflow refresh
✓ Books feel messy but you're not sure why
✓ Tax season always involves scrambling
X Completely new to QBO (start with QBO Made Simple first)
X Looking for industry-specific setup advice
Early Bird Price: $37 + tax. Ends Friday, April 17th
Regular price: $47 — save $10
One-time payment · live access · recording · all bonuses included
I'm Ronika Khanna, a CPA, CA, and CFA with over 15 years of experience helping Canadian small business owners with accounting, tax, and finance. I'm the founder of Montreal Financial and the author of five books on Canadian small business finance.
I work with business owners every day who are doing their own bookkeeping in QBO and I see the same challenges come up again and again. This webinar is designed to help fix them and feel more confident.
Will there be a recording?
Yes — all registrants receive the recording, so if you can't make it live you can still watch at your convenience.
I'm an Ask Ronika member — do I need to register here?
No — this webinar is included with your membership. Join us directly through Circle.
I already took QBO Made Simple. Is this different?
Yes. QBO Made Simple is a beginner overview. QBO Done Right goes deeper — best practices, common mistakes, and efficiency tips throughout.
Is this relevant for Quebec businesses?
Yes. We will cover QST in QBO specifically, including how it is different from GST/HST.
What platform is the webinar on?
Zoom. The link will be available to you after registration.
Do I need to be good with accounting?
No—this session focuses on practical workflows and real-life examples, not technical accounting concepts.