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Recommended Prerequisites:
No previous QuickBooks experience is required

Version:
QuickBooks Pro 2009 (Canadian Version)

Course length:
Introductory Price! 90 minutes

Cost:
$59.95 + GST

Materials:
Each online training course includes a step-by-step guide of the subjects taught to help students successfully implement what they learned.

Getting Started with QuickBooks: How to set up a new business in QuickBooks

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If you are launching a brand new business and using QuickBooks, this course will show you the finer points of setting up a new business in QuickBooks.

Beginning with the creation of your company file, this course will then discuss the various personal and company preferences available in QuickBooks. It will introduce the Chart of Accounts and show you how to set up and modify a Chart of Accounts. This course will also teach you how to run basic reports.

Because it is critical to protect the integrity of your accounting system, this course will explain how to add users and assign access rights to each one.

Learning Outcomes

Students who complete this course will know how to:

  • Gather the necessary information required to set up their company in QuickBooks
  • Create a new company file in QuickBooks
  • Gain an understanding of the importance of the start date for their company file
  • Understand and customize some of the personal and company preferences
  • Set up users and passwords and grant access to all or selected areas of QuickBooks
  • Understand the various account types that can be entered in the Chart of Accounts
  • Add, edit and delete accounts in the Chart of Accounts
  • Print various reports including the Account Listing 

Why You Need This Course

The setup of a company file is a fundamental step in using QuickBooks successfully. It involves many decisions that, if not handled properly, could have an impact on your use of the system.

What is the company start date and what impact does it have on your system? What is the best way to set up the Chart of Accounts for your type of business?

This course will answer all of those questions and many more, in a clear and concise manner. It provides you with the information you need to set up your company the right way from the start, so you can move confidently from initial setup to managing other aspects of QuickBooks and entering transactions.

This course also addresses the important issue of data security. With QuickBooks, you can customize user privileges to control access to specific areas of your system and protect sensitive data.

Disclaimer:

Since these courses do not deal directly with specific and individual requirements, it is recommended that students obtain the necessary advice from an accountant, employer, QuickBooks® ProAdvisor® or such other appropriate expert with regards to their specific requirements or guidelines.