QuickBooks Online Tips Every Entrepreneur Should Know in 2025

If you’re a service-based entrepreneur—a coach, cleaner, contractor, consultant, or creative—QuickBooks Online (QBO) can be a game-changer for managing your finances.

But let’s be honest: if you’ve never used accounting software before, QBO can feel a little overwhelming.

That’s why we’re here to break it down with simple QuickBooks ProAdvisor tips that can save you hours of confusion and costly mistakes in 2025.

1. Use the Bank Feed—but Don’t Forget to Categorize

QBO connects directly to your bank and credit cards, pulling in transactions automatically. But don’t just leave them uncategorized—go through and assign the correct expense or income type.

2. Create Custom Income Categories

If you offer different services (like coaching + workshops or cleaning + organizing), set up custom income categories so you can track what’s actually making you money.

3. Set Up Recurring Transactions

For monthly retainers, subscriptions, or regular vendor payments, QBO allows you to automate recurring invoices or expenses—saving time and improving consistency.

4. Learn to Read Your Profit & Loss Report

It’s not just for tax time. Reviewing your P&L each month helps you understand your income, identify expenses to cut, and make smarter financial decisions.

Want Help Learning QBO Without the Overwhelm?
Join the DBR Bookkeeping Online Community—a private group where entrepreneurs like you get tools, templates, tutorials, and guidance to master QuickBooks Online.

💻 Just $499/year — includes a 7-day free trial to see if it’s right for you.
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FAQ: How to Use QuickBooks Online

Q: I have zero experience with accounting. Can I still learn QBO?
A: Absolutely. Our community and resources are built specifically for beginners.

Q: What’s the most common mistake new users make?
A: Misclassifying transactions. We show you how to set up categories the right way from day one.

Q: Will this help me prepare for taxes?
A: Yes! QBO organizes all your data so you or your tax pro can file accurately and stress-free.

Mastering QuickBooks doesn’t have to be hard. You just need the right support.

Let’s start Doing Business Right!

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