QuickStart Your QuickBooks is your go-to guide for Canadian small business owners who want to master QuickBooks Online (QBO) even if you don't have an accounting background.
This comprehensive 250-page book takes you from beginner to confident intermediate user with step-by-step instructions, real-world examples, and clear screenshots.
Learn how to migrate your data, send invoices, track expenses, and customize your setup for Canadian sales taxes (GST/HST, QST, and more). You’ll also discover best practices and essential reports to help you understand your numbers, improve profitability, and stay in control of your business.
Whether you're just getting started or looking to use QBO more effectively, this guide will help you streamline and confidently manage your small business/self employed accounting.
QuickStart Your QuickBooks is designed specifically for Canadian small business owners who want to make the most of QuickBooks Online. Whether you’re starting from scratch or trying to fix a messy setup, this guide gives you the tools to build confidence and clarity at your own pace.
Here’s what you’ll find inside:
Step-by-step instructions for everyday tasks like creating invoices, recording expenses, entering journal entries, managing banking, and filing sales tax
A breakdown of essential financial reports and how to use them to understand your business
Key accounting terms explained in plain language, with guidance on best practices for small business finances
A detailed comparison of QBO Canada subscription options to help you choose the right one
Guidance on migrating your data from QuickBooks Desktop or entering historical data using journal entries
In-depth walkthroughs of QBO’s main features and how to customize your setup for your business, including Canadian sales tax settings for GST, HST, and QST
Clear screenshots and explanations throughout so you always know what to expect
Over 250 pages of practical guidance you can apply right away
Whether you’re setting up QBO for the first time or cleaning up a file that’s already in use, this book helps you take control of your accounting without the overwhelm.
This guide is for Canadian business owners and professionals who want to make QuickBooks Online work for them — efficiently and effectively.
✓ You’re starting a new business or self-employment journey and want an easy-to-use, all-in-one accounting solution
✓ You currently use a spreadsheet but find it time-consuming and cumbersome
✓ You want to analyze your financial data to make more informed and profitable decisions
✓ You’d like to save on bookkeeping costs without spending hours on your accounting
✓ You want a clearer understanding of your business finances
✓ You’re an administrator or bookkeeper looking to build confidence with QBO
You can read the guide cover to cover to fully understand how QBO works, or use it as a reference whenever you run into questions or want to explore a specific feature.
As a small business owner lacking any experience in accounting, I chose QuickBooks Online (QBO) for its storied functionality and versatility. However, the sheer number of options, redundant menus, and add-on features can be quite overwhelming for a QBO novice.
Not so with Ms. Khanna's book. This clearly written, comprehensive guide has everything a small business owner needs to make full use of the fantastic resource that is QBO. Organized into three sections - QBO Overview (platform overview, terminology, best practices and common pitfalls), QBO Customization (how to make everything work for your business), and QBO Day-to-Day (transactions, invoicing, reports, tax remittance), the book contains everything you will need to make your QBO experience seamless.
I highly recommend it!
Aleks Vijin
As I started my new business, there were a lot of tasks I needed to learn. I’m not an accountant, and I wasn’t sure I’d be able to do any of my own financial tracking. This book helped me do most of it myself, saving me a bunch of money in accounting fees.
Rose S.
I got this book to help me set up QBO for our company and it's been fantastic so far. The instructions are very clear and easy to follow. It covers all the basics you need to know about QuickBooks Online. Definitely recommend it!
Adam Irwin
This book is both an easy-to-grasp overview of QBO, as well as a very detailed dive into all aspects of the software. The diagrams and step-by-step instructions are very helpful.
Don’t bother asking QuickBooks customer service for anything! It’s all in this book
Rebecca K.
Hi, I’m Ronika Khanna, a CPA, CA, and CFA with over 15 years of experience helping hundreds of 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. 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.