7+ Pro Tips for Managing Your Books in QuickBooks Online
Managing your books can feel overwhelming when you’re wearing a dozen other hats as a business owner.
The good news? With the right approach, you can stay organized, save time, and finally feel confident in your numbers.
Bookkeeping expert Erika Millard joined the TaxCloud team for an educational, approachable session designed to make managing your books in QuickBooks Online easier. Erika shared time-saving strategies, insider tricks, and proven best practices to help you keep your books organized, accurate, and compliant all year long.
Recorded session
Your path to stress-free bookkeeping:
Stay Organized
Discover how to set up QuickBooks Online so your books practically manage themselves. From categorizing transactions to reconciling accounts, you’ll see how you can save hours each month.
Build Confidence
Learn the tricks bookkeepers use to spot mistakes early, keep reports clean, and prepare for year-end without the stress. Erika will share her go-to shortcuts and Quickbooks Online features that give you clarity at a glance.
Stay Compliant
Stay compliant by setting up your books to handle sales tax, payroll, and year-end reporting. For sales tax in particular, having a seamless workflow is key—and we’ll show you how TaxCloud makes it easy to stay accurate and compliant.
Our speakers
Erika Millard
Founder, Bookkeeping with Erika
Erika is a QuickBooks Online expert, founder of Bookkeeping with Erika and host of Getting Comfy with Numbers, where she helps business owners simplify bookkeeping and feel confident about their finances. With years of experience in public and private accounting, she’s known for making complex topics approachable and empowering.
Kristina Simonson
Director of Growth, TaxCloud
Kristina is passionate about simplifying compliance, so operators can focus on what really matters—growing their business. At TaxCloud, Kristina works hand-in-hand with the accounting and bookkeeping community to make sure firms have the right tools and resources to support their clients every step of the way.
