QuickBooks Online Tips Every Health & Wellness Professional Should Know in 2025
If you’re a health and wellness professional—massage therapist, personal trainer, nutritionist, yoga instructor, therapist, or holistic coach—you likely didn’t start your business for the spreadsheets.
You’re focused on healing, serving, and transforming lives—not tracking transactions.
But if your finances are messy or disorganized, it’s hard to grow and sustain your practice. That’s where QuickBooks Online (QBO) comes in—if you know how to use it effectively.
Here are 4 essential QuickBooks ProAdvisor tips to help you manage your wellness business smarter in 2025.
1. Track Income by Service Type
Whether you offer sessions, packages, group classes, or product sales, set up separate income categories so you can see what’s truly profitable—and what’s not.
2. Create Recurring Invoices for Memberships or Packages
If clients pay you monthly (e.g. coaching, meal plans, or fitness programs), use QBO’s recurring invoices to save time and stay consistent.
3. Set Up Mileage Tracking
Drive to clients or teach at multiple locations? Log mileage directly or use an app that integrates with QBO—it’s a big tax deduction that many wellness pros miss.
4. Use Tags to Track Income by Client Type or Program
Want to know how much revenue is coming from 1-on-1 vs. group work? Use tags to track and analyze income trends that help you adjust your offers and pricing.
Need Help Setting Up QBO the Right Way? Book a Free Consultation!
At DBR Bookkeeping, we specialize in working with service-based entrepreneurs—including health and wellness professionals—who want clean books and confident financial systems.
🎯 Schedule your free 30-minute consultation now:
👉 https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call
FAQ: QuickBooks for Wellness Business Owners
Q: I’m new to business—can I really use QBO?
A: Absolutely. We simplify it so you can focus on your clients while still staying financially organized.
Q: Can I track different revenue streams (like sessions, classes, and product sales)?
A: Yes. With proper setup, QBO can separate and report on each income stream clearly.
Q: What if I already made mistakes in QBO?
A: No worries. During your consultation, we’ll assess and help clean up your books.
Bring balance to your books—just like you do for your clients.
Let’s start Doing Business Right!
#QuickBooksForWellnessPros #QuickBooksHelp #ProAdvisorTips #WellnessBusinessFinance #DBRBookkeeping #SmallBusinessAccounting #HealthBusinessTips #ServiceBasedEntrepreneurs #BookkeepingForCoaches #DoingBusinessRight