A Comprehensive Guide to Working with QuickBooks Online
QuickStart Your Quickbooks, specifically written for Canadian businesses, aims to take you from a complete novice to a confident intermediate user on a timeline that works with your schedule. The step-by-step guide allows you to learn at your own pace and demystifies common problems that many users of QBO experience. Best of all, no prior accounting knowledge is required - each chapter is explained in an easy to understand way along with screenshots so you never feel lost.
Over 250 pages of tips, tricks, and actionable steps you can implement immediately.
An examination of which Canadian version of QBO is best for your needs
How to migrate your data from QuickBooks desktop or using journal entries (with detailed explanations)
A review of each of QBO’s numerous features and detailed instructions on how to customize every aspect of your setup (including Canadian sales taxes (GST/HST/QST))
Step by step instructions on how to do everyday tasks such as invoicing, expenses, journal entries, banking and sales tax filing
A review of the essential reports that every business owner should use to analyze their business
Accounting terminology and best practices every small business owner should know
And so much more!
Learn everything that every QBO user needs to know, increase your profitability, and take control of your small business finances with QuickStart Your QuickBooks
Download your free QBO Set Up Checklist
Note: If you purchase the print version available at Amazon, I am happy to send you a complimentary PDF. To claim your free PDF, simply send me an email, along with a proof of purchase, to contact@montrealfinancial.ca.
TYPES OF USERS THAT WILL BENEFIT:
You are starting a new business/self employment and you want to an easy to use, all in one accounting solution
You currently use a spreadsheet but find it time consuming and cumbersome
You want to be able analyze your financial data to be more profitable
You want to save money on hiring a bookkeeper but you don’t want to have to spend a lot of time doing your accounting
You want to have a better understanding of your business finances
You are an administrator or bookkeeper who wants to have a better understanding of QBO.
Read from beginning to end to comprehensively learn about how to use QBO, or simply use it as a reference guide whenever you encounter problems or want more knowledge about a specific area.
For additional details of what you will find inside please see table of contents
Note: This book is based on the Canadian version of QBO, but in most respects the accounting concepts within are widely applicable to all versions. In addition, it does not review QBO payroll, as I believe there are better options out there at a similar price point. Finally, I do not cover some advanced features such as budgeting, time tracking, multicurrency, projects and mileage. These topics will be covered in my next Advanced QBO book.
REVIEWS:
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! - A. VijinAs 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. - Amazon.ca
ABOUT THE AUTHOR:
Ronika Khanna CPA, CFA is a small business financial consultant and bestselling author who has taught numerous small business owners how to set up and use QBO. This has allowed them to better understand their businesses, maximize their profitability and be more confident about doing their own accounting. She has written several business books for small businesses and looks forward to writing more.
If you have any questions about this guide, please contact me and I will get back to you as soon as possible