QuickBooks Training: Basic
This course takes the user through the transactions, reconciling, and reporting necessary to be successful using QuickBooks. It is suitable for those starting out, or who have been using QuickBooks but would like to get more out of the program. Payroll is not part of this course, we off that as a separate training day. For in-person training, we supply a laptop.
Live, Instructor Led Training (online or in person options)
Account Setup, Payables, Receivables, Inventory, Reconciliation & More
Manage Your Accounting Much More Confidently & Efficiently
Suitable For Those Starting Out, Or Experienced
Choose The Most Convenient Way For You To Learn
From The Comfort Of You Your Home/Office
Join us at our Edmonton training location
This course takes the user through the transactions, reconciling, and reporting necessary to be successful using QuickBooks. It is suitable for those starting out, or who have been using QuickBooks but would like to get more out of the program. Payroll is not part of this course, we off that as a separate training day.
What You Get
All Your Questions Answered
Access To All Software For Class
Attend our scheduled class at our Edmonton Computer Lab. Utilize our computers at our live instructor-led classes.
Attend our scheduled class at our Edmonton Computer Lab. Utilize our computers at our live instructor-led classes. You will be provided all training materials at time of class.
Attend our scheduled class live online, from the convenience of your own home or work. Access to training materials prior to class.
Attend our scheduled class live online, from the convenience of your own home or work. We will arrange to have all training materials to you prior to class.
Customized training for your team. Keep up with technological changes, engage learners & improve individual performance.
Corporate & Custom Training focusing on the training requirements of your team. Professional instructors mapping out strategies to tackle your biuse cutting edge teaching styles to mapping out strategies to tackle your biggest challenges, inspire learning, capture attention and focus on relevant application for everyday use. Corporate & Custom Training can be held at your facility or at our computer training center. We offer a preliminary assessment for all Corporate & Custom Training.
Topics: Setting Up Your Company, Navigation Techniques, Customizing Dashboard, Managing Preferences, Helpful Keyboard Shortcuts, Keeping Quickbooks Updated
Accounting & Financial Statements
Topics: Cash vs. Accrual Accounting. Set Up The Chart Of Accounts And Subaccounts, Change And Fix The Chart Of Accounts, Use General Journal Entries, “Collapse” Financial Statements
Topics: 4 Ways Of Recording Sales And Choosing The One That’s Right For You, Estimates/Proposals, The Invoicing Cycle, Cash/Sales Receipts, Receiving Payments And Making Deposits, Customer Statements
Topics: When You Should And Should Not Track Accounts Payable (Enter And Pay Bills), Checks (Printed And Hand-written), Debit Card And Credit Card Charges, And Atm Withdrawals And Efts, Vendor Credits And Expense List, And Other Expense Reports
Topics: Inventory, Purchase Orders, Track Sales Taxes, Sales Tax
Topics: Online Banking: Learn When And How To “Add”, “Match” And “Exclude”, Bank Reconciliation And How To Find Reconciliation Errors, Handle Customer Down Payments/Deposits, Void Vs. Delete A Check And How To Handle Bounced Checks (Nsf), Write Off Bad Debt (Including Small Underpayments), Track Petty Cash
Work With Reports
Topics: Reporting Needs For The Small Business, Customize Reports, Columns: Add, Reorder, Delete, And Resize, Filter And Format, Create New Headers And Footers, Save Customizations, Create Report Groups, Automatically Email Report Groups On A Set Schedule
Topics: Add Your Accountant, Protect Your Accounting Data, Set Up Users With Different Permissions, Assign Access Rights And Track Changes
Topics: Find Transactions…fast, Navigate Around The Fast And Easy Way, Keyboard Shortcuts, Set Up Recurring Transactions, Create Your Own Shortcuts
QuickBooks Desktop Basic