No Nonsense Training for QuickBooks and QuickBooks Online

QuickBooks Desktop Training

Training on QuickBooks

Join us for QuickBooks Desktop training in Toronto, Ontario. All Desktop Training classes are live and in person in the ​​comfortable training space located in Toronto at Fifteen Prince Arthur Avenue.

Hours: ​9:00 am – 4:30 pm – with 30-minute lunch break​

Cost: $385

Level 1

This course is recommended for First-time users, Bookkeepers and Business owners

Getting Started- Creating A Company File

  • Opening QuickBooks
  • Before you create a company file
  • Creating a New Company File
  • Opening an exiting Company File
  • Modifying Company Info

Getting Around In QuickBooks

  • Menus and the Icon Bar
  • The Home Page and Company Snapshot

The Chart of Accounts

  • How the Chart of Accounts Works
  • Planning The Chart of Accounts
  • Creating Accounts and Subaccounts
  • Working with Accounts;
    • Editing Accounts
    • Deleting Accounts
    • Making Accounts Inactive

Setting up Customers and Vendors

  • Create a New Customer
  • Creating Jobs in QuickBooks
  • Setting up Vendors
  • Working with Customers, Jobs and Vendors

Setting Up Items

  • What are Items?
  • What Items Do
  • Planning your Items
  • Creating Items
  • Creating Sub Items
  • Service Items
  • Product Items
  • Working with Items

Invoicing

  • Choosing the right type of form
  • Creating Invoices
  • Modifying Invoices
  • Deposits and Retainers
  • Refunds and Credits
  • Creating Progress Invoices

Vendor Transactions – Expenses

  • Entering Bills
  • Paying Bills
  • Write cheque vs. Bills/Pay Bills

Bank Accounts

  • Introduction to reconciling accounts

Introduction to Financial Reports

  • Profit & Loss
  • Balance Sheet

QuickBooks Tips and Tricks Taught Through Out the Course

Level 2

This course is recommended for Attendees from Level 1, Business Owners and Bookkeepers

​​Vendors and Accounts Payables

  • Paying multiple bills
  • Paying partial Vendor Bills
  • Paying Bill by Credit Card
  • Applying vendor credit
  • Working with Credit Card transactions

Managing Accounts Receivable

  • Receiving Payments
  • Receiving Partial Payments
  • Applying Credits
  • Correcting Misapplied Customer Payments
  • Making Deposits
  • Understanding Undeposited Funds
  • Generating Statements

Bank Accounts and Credit Cards

  • Entering Transactions in an Account Register
  • Record Credit Card Transactions
  • Reconcile a Bank Account
  • Reconcile a Credit Card Statement
  • Transferring Funds
  • Handling Bounced Cheques

Transactions Time-Savers

  • Entering Memorize Transactions
  • Using Memorized Transactions
  • Finding Transactions

Reports

  • Working with Reports
  • Using QuickReports
  • Customizing Reports
  • Memorizing Reports
  • Exporting Reports to Microsoft Excel
  • Saving Reports as PDF

Customizing Forms

  • Customizing Form Templates
  • Using the Layout Designer

Working With Sales Tax

  • Setting Up Sales Tax
  • Using Sales Tax in QuickBooks
  • Sales Tax Reports
  • GST/HST Remittances

QuickBooks Tips and Tricks Taught Through Out the Course

Level 3

This course is recommended for Bookkeepers with QuickBooks experience and Business Owners

Doing Payroll

  • Getting Started with Payroll
  • Intuit Payroll Services

Making Journal Entries

  • Some reasons to use Journal Entries
  • Creating Journal Entries
  • Checking Journal Entries

Job Costing

  • Working with Customers and Jobs
  • Creating filters and and status updates to Jobs
  • Assigning billable time and costs to jobs
  • Billable vs. non-billable expenses
  • Estimates vs. Actual reports

Level 1 and Level 2 participants receive a copy of QuickBooks: The Missing Manual: The Official Intuit Guide to QuickBooks

Looking for different training, or customized topics?
Ask about our courses built specific to your needs.​
We do training for Individuals, Bookkeepers, and Companies
I feel like a QuickBooks (and numbers) pro!

Janice provided excellent training and made it particularly easy for me to grasp the concepts in a short amount of time, diminishing all my worries.

She is always available for help if I have any trouble, and ensures I arrive at the right conclusion.

I definitely recommend her services to any company who is interested in using Quickbooks. Thanks to Janice, I feel like a Quickbooks (and numbers) pro!”

Jessica Borchiver, Executive Manager of Administration

Location

Downtown Toronto – 15 Prince Arthur Ave
(Bloor & Ave Rd)

Parking

P parking – Green P on Yorkville and Cumberland or parking under Whole Foods

TTC

Bay subway and take Cumberland exit
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