Quickbooks Online 101: Setting Up Your Books the Right Way

Event description

This workshop is designed for small business owners who want to feel confident managing their day-to-day bookkeeping inside QuickBooks Online. We cover the foundations of a clean setup, how to categorize transactions correctly, how to reconcile accounts, and how to use QBO’s built-in tools to stay organized and understand their financials. The goal is to make bookkeeping simple, approachable, and something they can maintain on their own.

Five Key Takeaways

1. How to customize QuickBooks Online correctly from day one so the system works for your business.
2. How to categorize income and expenses so your reporting stays accurate and clean.
3. How to reconcile your bank and credit card accounts each month and what errors to look for.
4. How to manage invoices, customer payments, and vendor bills inside QBO.
5. How to run and read basic financial reports so you always know where your business stands.

April Pavlus is the owner of Cooper Bookkeeping, a bookkeeping firm that works with small businesses both locally and virtually. With over 14 years of experience in the financial sector, she helps business owners make sense of QuickBooks Online, clean up day-to-day bookkeeping, and understand what their numbers are actually telling them. April is a Certified Professional Bookkeeper and QuickBooks ProAdvisor who believes bookkeeping should feel practical, approachable, and empowering — not overwhelming.