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

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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

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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.