QuickBooks® Courses

Bank reconciliation is often considered a tedious, labour-intensive task. Fortunately, QuickBooks takes the difficulty out of bank reconciliation. In this course, you will be shown how to perform a bank reconciliation in QuickBooks. We will go through a number of scenarios. For example, we will show you how to start a bank reconciliation for the first time, whether or not the bank balance was already established, and then reconcile the bank statement for each month thereafter. We will also review how to find and correct discrepancies during bank reconciliation.

Protect your business. Credit card fraud is an all too common problem and businesses are particularly vulnerable. Why? Because few businesses take the time to reconcile their credit card account. Reconciliation is time consuming but it is worth it. Without reconciling, you run the risk of missing fraudulent or unauthorized transactions on your credit card. This course teaches you how to set up credit card accounts in QuickBooks, track credit card purchases, make credit card payments and reconcile purchases. It will also show you how to do the same for credit card sales.

Before you can start using QuickBooks, you need to create a company file and determine who has access to your financial records. Take this course to learn how to set up a new business in QuickBooks, create and manage the chart of accounts and add user records and assign access rights.

QuickBooks includes standard forms and reports for your business needs. You can make these QuickBooks reports and forms your own with a few simple changes. This course will teach you how to modify QuickBooks forms, such as estimates, packing slips, invoices, statements, etc. You will learn how to add your company logo, insert text and colour to your forms. You will also be shown how to modify the reports provided with QuickBooks to suit your business needs.

Creating a backup of your QuickBooks company file is essential to securing your company data. Imagine losing months of work and having to start over again, all because you don't have a backup! In this course you'll learn how to create and restore both a QuickBooks backup and portable file.

QuickBooks is a versatile system that provides multiple access points for the information you need. In this course you will be shown how to make QuickBooks easy to navigate using the workflow arrows on the Home page, various menus, QuickBooks centres, and icons. For easy access to the functions you use most, learn how to customize the icon bar and use keyboard shortcuts. See how to set up personal preferences to customize the desktop.

The Vendor Centre makes it easy for you to enter QuickBooks purchase orders and vendor information. In the first of three courses designed to teach you how to work with the various transactions in the Vendor Centre, you will learn how to set up vendors, enter purchase orders, receive items, enter bills, pay bills and print cheques.

Following up on the lessons taught in QuickBooks Purchase Orders and Vendors - Level 1, this course teaches you how to void, delete and correct posted cheques. Learn how to apply early payment discounts when paying bills, enter vendor credit notes, and enter prepayments to vendors.

Learn how to work with subcontractors and link billable time to customers. In this course, the last of three to discuss QuickBooks purchase orders and vendors, you will learn how to set up subcontractors, enter invoices from subcontractors, enter invoices that will be drop-shipped to customers and allocate items, expenses and time entered on purchases to customers.

In the first of three courses designed to teach you about QuickBooks sales and customers, you will learn how to access customer information and transactions in the Customer Centre. You will review how to add and modify customer records. This course also shows you how to enter invoices, sales receipts and customer payments, record deposits, and print sales documents in batches.

In the second of three courses designed to teach you about QuickBooks sales and customers, you will be shown how to correct various types of transactions entered in the Customer Centre. You will learn more specialized techniques, like entering and applying customer prepayments (deposits), and entering customer overpayments, refunds and credits. Also on the agenda, the setup of finance charges, accounting for NSF cheques, and handling bad debts.

In the third of three courses designed to teach you about QuickBooks sales and customers, you will be shown how to enter estimates and create progress invoices, add billable time and cost expenses to customer invoices, bill items to customers that were drop-shipped from a vendor, enter subtotals and discounts on invoices and prepare customer statements. You will also view various reports.

All businesses that provide a service or sell goods need to track and pay sales tax. In this training course, you will learn how sales taxes are calculated in QuickBooks. You will be shown how to set up tax codes, sales tax items and sales tax agencies and learn how they keep track of sales taxes in QuickBooks transactions. You will also learn how to make GST/HST and PST instalment payments, make sales tax adjustments and file sales tax returns.

If you are moving to QuickBooks from a manual accounting system or other accounting package, this course will show you how to get started. Learn how to set up a company in QuickBooks by creating a QuickBooks company file, set up users and passwords, create the Chart of Account and enter opening balances.

Lists are one of the most important building blocks in QuickBooks which makes this a fundamental course in learning how to use QuickBooks efficiently. The use of QuickBooks lists makes data entry efficient and consistent. In this course you will learn how lists save time in data entry. You will learn the importance of entering detailed information in lists and the fundamental information you learn in this course can be applied to most lists in QuickBooks. Throughout the course, we will demonstrate how to work with lists while using the Customers & Jobs, Vendors, and Other Names lists.

QuickBooks has built-in features that enable it to communicate with Microsoft Word, so you can easily use Microsoft Word with QuickBooks accounting data to create documents. In this course, you will learn how to create multiple letters in Microsoft Word directly from QuickBooks using your customer, vendor or employee information. You will learn how to prepare collection letters, create letters from scratch, convert an existing Microsoft Word document to a QuickBooks letter and print labels for selected customers and vendors.

Standard banking questions that affect businesses of all sizes are answered in this QuickBooks course. Learn about writing cheques vs. entering bills, transferring money between bank accounts and managing petty cash. You will also learn how to enter transactions in the account register and manage loans.

This course will teach you how to work quickly and efficiently in QuickBooks. You'll learn how to quickly find transactions and then modify, delete or void them and view the changes made in the audit trail. You'll also learn how to memorize transactions that you enter in QuickBooks on a regular basis so they can be automatically recorded with very little effort on your part.