Quickbooks training
at your office.

Learn from professionals in instructor‑led training.

Our comprehensive Quickbooks courses are delivered by our highly experienced instructors throughout Southern Ontario and the GTA. Choose from two standard courses, or build your own course to meet your specific needs.

Quickbooks training at your office.

Learn from professionals in instructor‑led training.

We travel to you.

Training delivered right to your office on a day that works best for your team.

Hands-on experience.

Professional instruction, lots of practise time, and solutions for your Quickbooks concerns.

No computers? No problem.

If you're short on computers, we will gladly supply a laptop for each person.

Everything you need to succeed.

We provide a free assessment to determine the right course content for your team.

Our comprehensive Quickbooks courses are delivered by our highly experienced instructors throughout Southern Ontario and the GTA. Choose from two standard courses, or build your own course to meet your specific needs.


Standard Quickbooks Courses

1 day of training, reference manuals and 30 days of technical support: $ 275 / person

Minimum charge of 3 people. Discounts available for groups of 6 or more.

Level 1

Getting Started

Set up your company file and learn to enter invoices, payables, payroll and more.

Learn more ›

Level 2

The Next Step

Take a closer look at customers, vendors and banking, and learn how to work with journal entries, HST remittances and more.

Learn more ›

Build your own custom course.

Have specific needs, or just want a more personalized experience? Simply send us your list of topics or we can work with you to create a full-day course. Mix‑and‑match beginner, and advanced topics to ensure every person gains valuable knowledge.

Every "build your own course" includes a customized reference manual featuring your topics, and the same 30 days of technical support as our standard offerings.

    $ 300 / person

Minimum charge of 4 people. Discounts for groups of 6 or more.

$ 300 / person. Minimum charge of 4 people. Discounts for groups of 6 or more.

Level 1: Getting Started

1 day of training, reference manuals and 30 days of technical support: $ 275 / person (discounts available)

Accounting is usually the murkiest and most overwhelming part of owning a small business. QuickBooks lets you focus on your job by letting you handle all the financials quickly and with no accounting experience.

By the end of this course you will know how to set up a new company, create invoices, track expenses, handle your payroll and work with your bank.

Course Prerequisites: knowledge of basic Windows use and ability to use keyboard and mouse.

  

  • Getting Started

  • Updating QuickBooks
  • Payroll Subscription
  • Setting up a new Company
  • Chart of Accounts
  • Customers and Vendors
  • Customers

  • Entering and Printing Invoices
  • Receiving Payments
  • Vendors

  • Entering Bills
  • Entering Credits
  • Paying Bills
  • Employees

  • Running Payroll
  • Government Remittances
  • Banking

  • Making Deposits
  • Reports

  • Running Reports
  • Exporting to Excel
  • Using the Register

  • The Different Registers
  • Editing and Deleting

Level 2: The Next Step

1 day of training, reference manuals and 30 days of technical support: $ 275 / person (discounts available)

Continue where the “Getting Started” course left off by taking a closer look at customers, vendors and more. We will then look at adding journal entries, remitting HST and many timesaving shortcuts.

Course Prerequisites: understanding of Quickbooks Level 1 topics.

  

  • Customers & Vendors

  • Adding, Editing and Deleting
  • Customizing an Invoice Template
  • Entering Credit Notes
  • Issuing Refunds
  • Entering Credit Card Transactions
  • Employees

  • Creating T4's
  • Banking

  • Bank Reconciliation
  • Taxes

  • The Trial Balance
  • Running HST Reports
  • Filing HST for the period in Quickbooks
  • Calculating and Paying HST
  • Finding Information

  • Setting Program Preferences

  • Journal Entries

  • What are Jounral Entries
  • Adding, Deleting and Changing
  • Memorized Transactions

  • What are Memorized Transactions
  • How to Add, Modify and Delete
  • Reports

  • Setting Filters and Customizing
  • Modifying and Memorizing Reports