Quickbooks Online Training
All QuickBooks Online 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
Each participant receives a copy of QuickBooks Online for Dummies.
This course is recommended for QBO Beginners, Business Owners and Bookkeepers
Getting Started with QBO
- Introducing QBO and QBOA
- Understanding the Cloud
Embracing the QBO It’s All about Subscriptions
- The Simple Start Version
- The Essentials Version
- The Plus Version
- What’s It Cost?
- Where Add-on Apps Fit in
Managing the Books for the End User Creating a Client Company in QBO
- Signing Up for QBO
- Setting Up a New Company
- Understanding the Home Page
- Establishing Company Settings
- Examining company preferences
- Setting Sales Preferences
- Examining options to receive customer payments
- Updating the Charts of Accounts
Managing List Information
- Adding New People to a List
- Importing People to a List
- Searching Lists for People
- Changing Settings for People Lists
- Displaying Information for Other Lists
Dealing with the Outflow of Money
- Writing a Check
- Creating an Expense
- Entering a Purchase Order
- Entering and Paying Bills
- Entering a bill
- Recording a vendor credit
- Paying bills
Managing the Inflow of Money
- Preparing an Invoice
- Recording a Customer Payment
- Preparing an Estimate
- Converting an estimate to an invoice
- Copying an existing invoice
- Entering a Sales Receipt
- Giving Money Back to a Customer
- Credit memo
- Refund to customer
- Creating Billable Time Entries
Working in Registers
- Understanding Registers
- Working with Transactions in a Register
- Entering a transaction
- Editing a transaction
- Finding a transaction
Handling Bank and Credit Card Transactions
- Connecting … or not connecting
- Connecting QBO Accounts to Financial Institutions
- Connecting bank or credit card accounts
- Handling downloaded activity
- Making a Bank Deposit
- Reconciling a Bank Account
How’s the Business Doing?
- Quickly Review Income and Expenses
- Examining recommended reports
- Finding the Report You Want
- Looking at frequently run reports
- Exploring all QBO reports
- Searching for a report
- Printing a Report
- Customizing a report
- Saving a customized report
Looking for different training, or customized topics?
Ask about our courses built specific to your needs.
Great Detail and Very Thorough
“Janice’s QuickBooks Training is very informative. She is very thorough in her presentation; detailing all aspects of QuickBooks and benefits to new business owners as well as established business owners. Janice did not hesitate to answer all questions asked.”
Cecile Peterkin – founder of Cosmic Coaching Centre
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
