7 Big Mistakes to Avoid When Using QuickBooks Online

Mistakes in QuickBooks Online can cost you thousands, from miscategorized transactions to inaccurate financial reports and tax returns.

Discover immediately-actionable steps to mistake-proof your file.

Warning: some mistakes in QBO are not easy to detect.

7 Big Mistakes to Avoid When Using QuickBooks Online
Created by Accountant & Certified QuickBooks ProAdvisor

What's inside?

Quickly learn the most costly mistakes small business owners repeatedly make in QuickBooks Online, so you can avoid them!

Have you been entering and paying bills correctly?
Does your QBO file have unreconciled and/or duplicate transactions?
Does the Open Balance Equity account have a balance?

About the Author

Rosalie is an amazing accountant and business advisor! She is very talented, easy to work with and is incredible with the details. I highly recommend Rosalie for anyone who is looking for a highly invested business partner to help with accounting and any other business matters that come with being self employed.

Julie DurigaCPA

Rose Lulis


I’m an accountant and Certified QuickBooks ProAdvisor who’s taught small business bookkeeping, business formation and QuickBooks Online for 10+ years to small business owners all over the U.S.

The majority of my clients use QuickBooks Online, and I see the same mistakes over and over again.

Miscategorizing transactions and co-mingling business and personal funds are big ones! This book serves as an immediately-actionable guide for small business owners who use QuickBooks Online.

I would highly recommend Rose to any small business owner, sole proprietor or freelancer needing to develop accounting systems to make your business run more smoothly.

Francie GenzFounder, Institute for Networked Communities

Rose Lulis is the epitome of professionalism, depth and proactivity. Always looking to add value to her clients and the people that she advises. She is very invested in making you succeed

Gary & FranciscoContemporaneo Asheville Gallery

Rose blends sincere caring and warm humanity with unmatched expertise and professional curiosity. I always feel taken care of when she's on the case, especially when things get hectic or esoteric!

Kasem Rodriguez MohsenFounder + CEO, Bustelo Group