QuickBooks Training

Course Description:
This course will introduce you to the basic & advanced features of QuickBooks. At the end of the course, you'll have a decent understanding on how QuickBooks could be utilized to meet the basic needs of your business, organize finances for any business and save your time!


QuickBooks Level 1 and 2 (Course Outline Shown Below)

Duration of Training

3 Day Training (3 to 4 Hours Each Day)

Training Method (Optional) Classroom

Training (One-on-One) or Online LIVE Webinar (One-on-One)


Markham Road & 401 (Toronto EAST)


$325 + HST - Includes Training, Learning Materials & Trial Software


UNLIMITED Email Support during and after training

Recommended Prerequisites

Basic Computer and Windows Knowledge


Certificate of Completion will be issued at the end of the training

Instructors Background

Certified QuickBooks ProAdvisor - Certified General Accountant (CGA) - 10 Years of QuickBooks Experience

QuickBooks LEVEL 1

QuickBooks LEVEL 2

Home Page
Adding Items To Icon Bar
Customizing The Icon Bar
Using KeyBoard Shortcuts
General Shortcuts
Dates Shortcuts
Editing Shortcuts

New Company Set-Up
Creating New Company Using Easystep Interview
Setting Chart of Accounts
Add New Accounts
Delete Accounts
Edit Accounts
Make Accounts Active/Inactive
Turn On/Off Account numbers
Enter Opening Balance

Working With Customers - Accounts Receivable
Creating Estimates and Invoices
Converting Estimates to Invoices
Creating Invoices
Receiving Full and Partial Payments
Recording Deposits In Bank
Creating Sales Receipts
Issuing Refunds
Applying to Existing Invoices
Creating Cheques For Refunds
Retain Refund As Credit
Overview of Customer Center

Working With Vendors - Accounts Payable
Entering Bills
Paying Full and Partial Payments
Paying Through Cheque
Paying Through Online Banking
Paying Through Debit Card
Paying Through Credit Card
Applying Credit Memos
Overview of Vendor Center

Writing and Voiding Cheques
Assigning Cheque Numbers
Printing Cheques
Transferring Funds
Reconciling Bank Accounts
Entering Credit Card Charges
Payments To Credit Cards

Setting Up Sales Tax - HST
Filing HST Returns
Manual Filing
Internet Filing
Recording HST Payment or Refund

Adding Inventory Items
Creating Purchase Orders & Cancellations
Receiving Inventory With Bill Against Purchase Orders
Receiving Inventory Without Bill Against Purchase Orders
Paying Inventory Suppliers
Adjust Inventory On Hand
Creating Inventory Groups and Assemblies
Activating Units of Measure

Turning ON this feature
Adding multiple currencies
Download Currency Rates
Applying multi-currency function on transactions

Overview of the Employee Center
Creating Payroll Schedules
Creating Employees
Creating Payroll Items (Wages, Salaries, Taxes, Benefits, etc)
Paying Employees
Printing Pay Cheques
Reviewing Source Deductions & Payroll Liabilities
Creating T4s and Efiling T4s
Creating Record of Employment

Customizing Invoice - Adding Logo, etc
Importing/Exporting Templates
Batch Invoice Emailing

Other Advanced Features
Working With Class Tracking Feature
Setting Price Levels For Inventory Item
Progress Invoicing
Exporting Items, Lists, Vendors, Customers
Importing Customers & Vendors from Excel
Merging Accounts, Vendors and Customers
Find transactions FAST and other time saving features
Managing Petty Cash

Customizing Reports
Memorizing Reports
Creating Report Groups
Adding Reports To Icon Bar
Exporting Reports To Excel

Bookkeeping Taxation Payroll Accounting QuickBooks Training QuickBooks Consultancy