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Duration:2 Day(10 am to 5 pm with one hour lunch break)

Cost: $ 1599 + HST


Course Outline
  1. Getting Started
    Introducing QuickBooks
    Getting around in QuickBooks
    All the accounting you need to know
  2. Setting up QuickBooks
    Creating a QuickBooks company
    Choosing a start date
    Setting up income and expense accounts
    Entering opening balances
    Setting up payroll
  3. -Working with Lists
    Using QuickBooks lists
    Editing the chart of accounts
    Working with the Customer:Job list
  4. -Working with bank accounts
    Writing a QuickBooks cheque
    Entering a handwritten cheque
    Transferring money between accounts
  5. Using other accounts in QuickBooks
    Other account types in QuickBooks
    Tracking credit card transactions
    Working with asset/liability accounts -Entering sales and invoices
    Using sales forms in QuickBooks
    Memorizing a sale & entering a new service
  6. -Receiving payments and making deposits
    Recording customer payments
    Making deposits
  7. -Entering and paying bills
    Handling bills in QuickBooks
    Using QuickBooks for accounts payable
    Entering/Paying bills
  8. -Analyzing financial data
    Creating QuickReports and preset reports
    Memorizing report settings & printing reports
    Creating QuickInsight graphs
  9. -Setting up inventory
    Entering products into inventory
    Ordering products
    Receiving inventory
    Entering a bill for inventory
    Manually adjusting inventory
  10. -Tracking and paying sales taxes
    Overview of sales tax in QuickBooks
    Setting QuickBooks up to track sales taxes
  11. -Doing payroll with QuickBooks
    Turning on payroll
    Setting up employee payroll
    Creating a payroll cheque
    Tracking payroll expenses and liabilities
    Remitting payroll liabilities
  12. -Estimating and progress invoicing in QuickBooks Pro
    Creating jobs and estimates
    Creating an invoice from an estimate
    Updating job status
  13. -Tracking time in QuickBooks Pro
    Tracking time
    Invoicing a customer based on time
    Displaying project reports for time tracking
    Paying non-employees for time worked
  14. -Customizing forms and writing
    QuickBooks Letters
    About QuickBooks forms
    Customizing an invoice

For more information, please call us at 647-430-7478 or email us

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