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Learn QuickBooks Training
Who’s it for?
Brand new users, novice users, or anyone looking to learn about the everyday features of QuickBooks
How long does it last?
12 hours, plus two online follow-up Question and Answer seminars (optional, 2 hours each)
What does it cover?
- Setting up charts of accounts, customer information, vendor information, and your products and services
- Navigating QuickBooks quickly and easily
- Setting up Preferences to help you be more efficient
- Creating invoices, sales receipts, customer statements, and credit memos
- Writing cheques and creating debit card transactions
- Entering and paying bills
- Creating and applying Vendor credits
- Receiving customer payments
- Making bank deposits and transfers
- Account Reconciliations (Bank & Credit card)
- Tracking and paying sales taxes (PST, HST, and GST)
- Reporting—including income statements, balance sheets, general ledgers, and sales by customer
- 10 Reports that every business must use
- Safeguarding your QuickBooks data
- Setting up preferences to make QuickBooks easier to use
- Using purchase orders to manage inventory and non-inventory products and services
- Receiving goods and services from suppliers
- Producing detailed purchase reports
- Customizing forms and templates for invoices, statements, estimates, etc.
- Creating proposals and quotes
- Tracking costs and profitability on jobs and projects
- Managing basic inventory in QuickBooks
- Modifying, customizing, and filtering reports, and exporting them to Excel
- Managing petty cash accounts
- Taking deposits, down payments & retainers
- Managing customers using price levels
- Find out how to find and correct errors in QuickBooks
Price: $449/seminar (2 Days)
QuickBooks Training For Accounting Professionals Level 1
Who’s it for?
Accountants, Bookkeepers, Consultants, QuickBooks ProAdvisors or anyone who is wanting to go in depth in QuickBooks. This seminar will prepare you for Certified ProAdvisor exam. This seminar will help you serve your clients better by giving you more QuickBooks knowledge
How long does it last?
6.5 hours, plus two online follow-up Question and Answer seminars (optional, 2 hours each)
What does it cover?
- Increase your confidence in your QuickBooks knowledge to better support your clients
- This seminar prepares you for the QuickBooks Certified ProAdvisor exam
- 4 Hours of online follow up Question & Answer training
- Get your tough questions answered
- New features in QuickBooks 2011
- Learn the key differences between QuickBooks versions, and what to recommend for different industries.
- Learn how to use Keyboard Shortcuts to navigate faster
- Importing lists – From Excel, Simply or anywhere
- Learn how to best enter opening balances, and fix incorrect balances
- Fix mistakes in Opening Balance Equity and Retained Earnings accounts
- Detailed HST, PST and GST setup information – learn how it is designed
- Setup details for new users & permissions, setting a closing date, customizing the desktop
- Using items in QuickBooks (inventory vs. non-inventory, group items)
- Learn how to setup items to get the best reporting possible
- Deposits & Retainers
- Tricky transactions like bounced cheques, bad debts, recurring transactions and more
- Diagnose and Quickly repair the 5 most common client mistakes
- Learn the 5 mistakes most accountants make at year end
- Top 10 reports for your clients
- Learn the correct way to use Items for Sales, and Purchases
- Year end reporting, including Trial Balance, Reconciliation reports, General Ledger for one account and more
- Specific Features in Premier Accountant that were designed for you like remote access, client data review, and more
- Learn what QuickBooks does at year end and what you need to do
Price $299/Day
QuickBooks Payroll Training
Who’s it for?
Anyone who uses or plans to use QuickBooks Payroll, or who just wants to see if Payroll is for them
How long does it last?
6.5 hours, plus two online follow-up Question and Answer seminars (optional, 2 hours each)
What does it cover?
- Setting up Payroll subscription, preferences, and updates
- Setting up wages, salaries, mileage reimbursement, bonuses, benefits and other company contributions, and taxes
- Setting up employee information, including personal information; pay rate, benefits, and other payroll information; and accruals, such as vacation pay
- Tracking time using time sheets or online time sheets (through third-party applications)
- Tracking expense reports
- Setting up employees as vendors to reimburse expenses
- Paying employees by paycheque and direct deposit
- Handling payroll liabilities, including benefits and CRA remittances for CPP, EI, and federal tax
- Using detailed payroll reporting features in QuickBooks, including payroll summaries, liability reports, and time by employee
- Creating payroll forms such as T4s and records of employment
- Completing other special transactions, such as year-to-date entries and liability adjustments
Price $199/Day