QuickBooks Online Training: The Basics

Online

This course takes the user through the transactions, reconciling, and reporting necessary to be successful using learn to use QBO®. 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.

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Live, Instructor Led Training (online or in person options)

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Account Setup, Payables, Receivables, Inventory, Reconciliation & More

N

Manage Your Accounting Much More Confidently & Efficiently

N

Suitable For Those Starting Out, Or Experienced

N

All Your Questions Answered

Choose The Most Convenient Way For You To Learn

Attend Online

From The Comfort Of You Your Home/Office

Classroom Training

Join us at our Edmonton training location

Training Length

1/2 day

Price

$350/person (CAD)

Corporate Price

Request Quote

Course Category

Accounting/Bookkeeping

Overview

This course takes the user through the transactions, reconciling, and reporting necessary to be successful using learn to use QBO®. 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.

What You Get

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Live Instruction

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All Your Questions Answered

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Hands-On Learning

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Access To All Software For Class

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Classroom Training

Attend our scheduled class at our Edmonton Computer Lab. Utilize our computers at our live instructor-led classes. 

More Info

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.

Online Training

Attend our scheduled class live online, from the convenience of your own home or work. Access to training materials prior to class.

More Info

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.

Corporate Training

Customized training for your team. Keep up with technological changes, engage learners & improve individual performance.

More Info

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.

Course Topics

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Getting Started

  • What edition of QuickBooks Online is right for you?
  • Setting up your company
  • Moving around and finding what you need…fast
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Accounting & Financial Statements

  • 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
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Sales Transactions

  • 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
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Expense Transactions

  • 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
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Advanced Transactions

  • Inventory: Set up inventory in QuickBooks Online
  • Purchase orders, receive items, adjust inventory
  • Track sales taxes
  • Set up sales taxes
  • Adjust, pay, and report sales taxes
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Special Transactions

  • 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
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Work With Reports

  • 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
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Accounting Tasks

  • Add your accountant
  • Protect your accounting data
  • Set up users with different permissions
  • Assign access rights and track changes 
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Save Time

  • Find transactions
  • Navigate around the fast and easy way
  • Keyboard shortcuts
  • Set up recurring transactions
  • Create your OWN shortcuts

Learn More

3 + 13 =

  QuickBooks Desktop Basic

 

N

Live, Instructor Led Training (online or in person options)

N

Account Setup, Payables, Receivables, Inventory, Reconciliation & More

N

Manage Your Accounting Much More Confidently & Efficiently

N

Suitable For Those Starting Out Or Experienced

N

All Your Questions Answered

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