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 masterclass 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.
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
Masterclass + Q&A
Approx. 60 minutes of content plus Q&A. All questions from the live session are answered in the recording
Recording
Watch and refer to it anytime. Ongoing access.
Session Guide
A comprehensive 14-page reference guide covering every topic from the session, organized so you can find exactly what you need when you need it
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
Price: $47
One-time payment · ongoing access · recording · all bonuses included
This is a tax deductible expense and registrants can claim the GST/HST/QST paid.
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.
When will I get access to the recording? Immediately after purchase — you can start watching right away and return to it as many times as you like.
How long will I have access to the recording? You will have ongoing access to the recording and all included materials.
What if I'm using an older version of QBO or a different plan? The core workflows and best practices covered in this webinar apply across QBO plans. Some features may look slightly different depending on your version, but the fundamentals are the same.
Is this useful if I have a bookkeeper or accountant? Yes — many business owners find it valuable to understand what's happening in their books even if someone else manages them day to day. It can help you have better conversations with your bookkeeper, catch errors earlier, and feel more confident reviewing your own reports.
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 cover QST in QBO, including how it is different from GST/HST. All other features remain the same for anywhere in Canada.
Do I need to be good with accounting?
No—this session focuses on practical workflows and real-life examples, not technical accounting concepts.