How to Set Up Products and Services, Invoicing and Reports in QBO

📣 Ready to feel more confident using QuickBooks Online?
In just over 60 minutes, you’ll learn how to set up your QBO file properly, navigate the key features, and avoid common mistakes that trip up many small business owners.

✅ Get confident with invoicing, banking, reports, and sales tax
✅ Learn time-saving tips that simplify your bookkeeping
✅ Perfect for small businesses, freelancers, and service-based businesses in Canada

🎓 Learn more:
https://learn.montrealfinancial.ca/qu...
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Need more personalized guidance on navigating, understanding or cleaning up QuickBooks? Book a consultation with me:
https://www.montrealfinancial.ca/serv...
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00:00 Introduction
00:18 What Is Product/Service in QBO?
01:17 Types of Product/Services
01:47 Detailed Look at Product/Service Form
07:27 Inventory vs Non Inventory
08:41 Create Invoice - Product and Service
12:22 Review Profit and Loss After Invoice
14:09 Create Product Service Reports
14:57 Fix Non Specified Line Item
16:31 Show Sales Rep and Tax Codes on Report

Related Blog Post on classes and locations:
https://www.montrealfinancial.ca/blog...