How To Do One Month of Bookkeeping in Quickbooks Online {2025 version}

For a free 30 day trial and 30% off for 12-months, go to https://www.financialtechlab.com/QBO See exactly what it takes to complete one full month of bookkeeping in QuickBooks Online using the new 2025 interface. This walkthrough covers reviewing your bank feed, categorizing transactions, reconciling accounts, and running final reports—everything needed to officially close your books for the month. Jump to: 0:00 – Intro 1:09 – About Financial Tech Lab 1:47 – How to get QuickBooks Online at a discount 2:09 – Overview: Monthly bookkeeping workflow 2:24 – Bank feeds and transaction imports 4:18 – Categorizing transactions correctly 6:55 – Best practices for vendors and expenses 9:49 – Reconciling your accounts 12:17 – Why reconciling monthly matters 16:22 – Final review: P&L and Balance Sheet 18:48 – QuickBooks Review checklist 20:55 – Wrap-up: What “done for the month” really means Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.