Mastering QuickBooks Online: The Ultimate Guide for Small Business Owners

Duration:
60 Minutes  
Instructor
Stacy Luft 
Recorded
Refund Policy

Overview

This webinar will guide participants through mastering the basics of QuickBooks Online, focusing on the tools that simplify bookkeeping and accounting tasks for small businesses. From setup and invoicing to reporting and bank reconciliation, this session will cover everything small business owners need to know to keep their finances organized, save time, and avoid costly errors. The ultimate goal is to empower business owners to use QuickBooks Online effectively, giving them more clarity and control over their finances.

Why you should Attend

"Are you struggling to keep your books in order? Unsure if your QuickBooks Online setup is really working for your business? With tax season looming and financial uncertainties on the rise, can you afford to leave your finances to chance?" This webinar will help eliminate the fear of making costly accounting mistakes, the uncertainty of incomplete bookkeeping, and the doubt of whether your QuickBooks Online system is truly serving your business needs.

Areas Covered in the Session

  • Setting Up QuickBooks Online: Initial setup, connecting bank accounts, and customizing settings for your business
  • Navigating the Dashboard: Overview of the main features and functions
  • Invoicing & Payments: Creating, tracking, and managing invoices and payments
  • Managing Expenses: Recording expenses, attaching receipts, and categorizing for tax deductions
  • Bank Reconciliation: The importance of monthly reconciliation and how to do it
  • Generating Reports: Key financial reports like Profit & Loss, Balance Sheet, and Cash Flow
  • Payroll: Setting up payroll, automating payments, and handling tax deductions
  • Integrations: Connecting QuickBooks to other tools like e-commerce, CRM, and time-tracking apps
  • Common Mistakes to Avoid: How to prevent errors in bookkeeping and optimize your QuickBooks experience
  • Time-Saving Tips: Automation and shortcuts to increase efficiency

Who Will Benefit

  • Small Business Owners
  • Solopreneurs 
  • Freelancers
  • Consultants
  • Coaches
  • Bookkeepers (new to QBO)
  • Startup Founders
  • Office Managers handling Business Finances

Speaker Profile

Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.

Professional achievements:
  • CEO of Business Balance, a resource for mastering financial management and sustainable business growth
  • Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
  • Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
  • Hands-on and practical approach with easy-to-understand concepts
Access Recorded Version
One Attendee / Group Attendees

Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)