Set up your bookkeeping system properly from the start, without the overwhelm.
This step-by-step guide was created for business owners who want to manage their own bookkeeping in QuickBooks, but need a clear system that actually makes sense.
Instead of guessing your way through setup and creating messy books you’ll need to fix later, this guide walks you through exactly how to build a clean, CRA-friendly bookkeeping workflow that saves time every month.
Inside, you’ll learn how to:
Set up QuickBooks Online the right way
Connect bank and credit card accounts
Clean up your Chart of Accounts
Configure your GST/HST profile
Create bank rules to automate your bookkeeping
Properly record sales from selling platforms (avoid the most common errors I see)
Build your own monthly bookkeeping SOP with my template
Record Business Use of Vehicle + Home expenses
Reconcile your business accounts
View useful reports in QuickBooks Online
To make your QuickBooks setup easier and help you confidently manage your bookkeeping moving forward, this guide also includes:
📘 Cash vs. Accrual Accounting Explanation
Understand which bookkeeping method fits your business and how it impacts the way you record income.
📄 GST/HST Threshold Explanation + Helpful Links
Learn when you need to register, how the $30,000 threshold works, and access support resources to help you determine your status.
🎥 QuickBooks Tutorial Video Links
Follow along with step-by-step videos to help you navigate setup, workflows, and common bookkeeping tasks.
🚗 Business Use of Vehicle Spreadsheet
Easily track mileage and vehicle-related expenses to calculate your business-use percentage.
🏠 Business Use of Home Spreadsheet + Space Calculator
A simple tool to help you calculate eligible home office expenses and determine your business-use-of-home percentage.
This is perfect for the business owner who wants to feel confident doing their own books, while still having professional guidance behind the scenes.
Set up your bookkeeping system properly from the start, without the overwhelm.
This step-by-step guide was created for business owners who want to manage their own bookkeeping in QuickBooks, but need a clear system that actually makes sense.
Instead of guessing your way through setup and creating messy books you’ll need to fix later, this guide walks you through exactly how to build a clean, CRA-friendly bookkeeping workflow that saves time every month.
Inside, you’ll learn how to:
Set up QuickBooks Online the right way
Connect bank and credit card accounts
Clean up your Chart of Accounts
Configure your GST/HST profile
Create bank rules to automate your bookkeeping
Properly record sales from selling platforms (avoid the most common errors I see)
Build your own monthly bookkeeping SOP with my template
Record Business Use of Vehicle + Home expenses
Reconcile your business accounts
View useful reports in QuickBooks Online
To make your QuickBooks setup easier and help you confidently manage your bookkeeping moving forward, this guide also includes:
📘 Cash vs. Accrual Accounting Explanation
Understand which bookkeeping method fits your business and how it impacts the way you record income.
📄 GST/HST Threshold Explanation + Helpful Links
Learn when you need to register, how the $30,000 threshold works, and access support resources to help you determine your status.
🎥 QuickBooks Tutorial Video Links
Follow along with step-by-step videos to help you navigate setup, workflows, and common bookkeeping tasks.
🚗 Business Use of Vehicle Spreadsheet
Easily track mileage and vehicle-related expenses to calculate your business-use percentage.
🏠 Business Use of Home Spreadsheet + Space Calculator
A simple tool to help you calculate eligible home office expenses and determine your business-use-of-home percentage.
This is perfect for the business owner who wants to feel confident doing their own books, while still having professional guidance behind the scenes.
