Managing your bookkeeping in QuickBooks Online (QBO) can feel confusing at first. But once you understand how to use the essential features, it becomes an invaluable tool for managing your business finances.
In this webinar, I’ll walk you through the key tools and workflows that matter most. You’ll learn how to navigate QBO in a way that feels natural, helping you reduce errors, improve accuracy, and save time—even if you’re just getting started.
This is not a technical deep dive. It’s a practical overview designed to help you feel more confident using QBO in your day-to-day business activities.
My goal is to help you see that once you get past the initial learning curve, QBO can be intuitive, efficient, and surprisingly straightforward.
You will learn:
How to choose the right version of QuickBooks Online for your business needs
How to use the banking feed to keep your records accurate and up to date, without manual data entry
How to create and send invoices with confidence, using features designed to streamline your billing process
How to track your business expenses and organize receipts for cleaner records and easier tax filing
Which reports are most useful for understanding your business performance, and how to access them quickly
A straightforward look at how QBO handles GST, HST, and QST
How to navigate QBO with ease and focus your time on what really matters
Plus, you’ll have the chance to ask questions during the live Q&A, either in advance or during the webinar
You’ll also learn time-saving tips throughout the session—simple ways to speed up your bookkeeping and avoid repetitive tasks.
Small business owners, self-employed individuals, freelancers, and solopreneurs who currently use QuickBooks Online but feel unsure if they’re using it correctly or efficiently
New users of QBO who want a clearer understanding of how to navigate the platform and avoid common mistakes
Bookkeepers, accountants, and administrators who support small business owners and want to improve their QBO knowledge
Anyone looking to save time, reduce errors, and feel more confident managing business finances in QuickBooks
A better understanding of how QuickBooks Online works and how to use it more effectively
Practical tips to simplify your workflow and reduce time spent on bookkeeping tasks
Increased confidence in managing your financial records
🗓️ Date: Wednesday, May 7, 2025
🕛 Time: 12:00 PM (noon) Eastern Time
⏱️ Duration: 1 hour, plus a 15-30 minute live Q&A
💻 Format: Live walkthrough with real-time demonstrations and a chance to ask questions
📺 Replay: Included with registration (+ other bonuses - see below)
💲 Price: $49
Q&A - Ask your questions either in advance or during the webinar
Access to the webinar replay, so you can revisit the demonstrations and Q&A anytime
A QuickBooks Essentials Cheat Sheet, summarizing the key features and time-saving tips covered in the session
A $25 savings code you can use toward my GST/HST (and QST) Made Simple course or my upcoming (deeper dive) QBO Made Simple course
Hi, I’m Ronika Khanna, a CPA, CA, and CFA with over 15 years of experience helping Canadian small business owners, solopreneurs, and freelancers simplify accounting, taxes, and finance. Through my company, Montreal Financial, I’ve helped numerous business owners navigate their finances and feel more confident.
I’m passionate about breaking down complex financial topics and making them accessible for everyone—even if numbers aren’t your thing. My approach is practical and action-oriented, designed to empower you with the tools and knowledge you need to make informed decisions and save time and money.
Whether it’s through my books, courses, or consultations, my goal is to help you stress less about finances and focus more on growing your business.