Key Features and Time-Saving Tips for Small Business Owners
Managing your bookkeeping in QuickBooks Online (QBO) might feel confusing or non intuitive. But once you understand how to use the essential features, it becomes an invaluable tool for managing your business finances.
In this masterclass, 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.
By the end of this masterclass, you'll understand how to:
✅ Choose the right version of QuickBooks Online based on your business needs
✅ Use the banking feed to keep your records accurate and up to date, without manual entry
✅ Create and send professional invoices using features that streamline your billing process
✅ Track business expenses and organize receipts for cleaner records and smoother tax filing
✅ Identify and use the reports that provide meaningful insights into your business performance
✅ Understand how QBO handles GST, HST, and QST in a clear and practical way
✅ Navigate QuickBooks Online with confidence and save time on daily tasks
💡 You’ll also learn practical time-saving tips throughout the session—simple ways to speed up your bookkeeping and avoid repetitive work.
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
🧾 What You’ll Receive
When you enroll in this masterclass, you’ll get:
🎥 Step-by-step video lessons (based on the original live webinar)
Watch at your own pace, with clear demonstrations and explanations.
📄 Quick Reference Guide / Ebook
A written overview of key QBO features, workflows, and best practices.
✅Time-Saving Tips Cheat Sheet
Practical tips you can use immediately to save time and reduce errors.
💬 Replay of the Live Q&A Session
Real questions from other small business owners, answered in plain language + PDF of questions and answers.
Here you will find some additional resources for the course