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))

• 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.

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. 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.

A Vujin

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.

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 QuickBooks Online (and Desktop). 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