QuickBooks Online for Service-Based Businesses: A Custom Setup Walkthrough

March
19
2026 (Thursday)
Time 10:00 AM PDT | 01:00 PM EDT
Duration: 60 Minutes
58 Days Left To REGISTER
Id: 211096
Instructor
Stacy Luft 
Live
Recorded
Live + Recorded
Refund Policy

Overview

This live session walks you through a customized QuickBooks Online setup designed for service-based businesses. Whether you're just getting started or need to clean up a past setup, this walkthrough will help you organize your financial data in a way that supports clear, confident business decisions. Expect practical demonstrations and real-world examples.

Why you should Attend

If you've ever opened QuickBooks Online and thought, "Where do I even start?" this training is for you. Without the right setup, you risk misclassifying income, missing deductible expenses, and creating messy books that cost you time and money at year-end.

"If you're using QuickBooks Online like a product-based business, you're setting yourself up for inaccurate reports and financial confusion."

Learn how to customize QBO specifically for service-based businesses, so your books actually make sense.

Areas Covered in the Session

  • Choosing the right QuickBooks Online subscription for your business
  • Turning off inventory and product tracking features you don't need
  • Setting up your chart of accounts with service-based clarity
  • Customizing income categories and expense tags
  • Creating service-specific products and using them correctly on invoices
  • Understanding how bank feeds work (and what not to do)
  • Automating recurring transactions and tracking client payments
  • Setting up basic reports that actually matter to you

Who Will Benefit

  • Business Owners
  • Consultants
  • Coaches
  • Online Service Providers
  • Freelancers
  • Virtual Assistants
  • Admin Assistants handling bookkeeping
  • Entry-level Bookkeepers supporting service-based clients

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)