No Nonsense Training for QuickBooks and QuickBooks Online

Quickbooks Online Training

Quickbooks Online Training in Toronto Ontario

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.
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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.​
We do training for Individuals, Bookkeepers, and Companies
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
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