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