QuickBooks Bundle
Description
This course is a bundle of QuickBooks Level 1 (two days) and QuickBooks Level 2 (two days).
This is a comprehensive bundle to provide you with the proper tools for any type of business bookkeeping.
Level 1 introduces you to the commands, functions, and capabilities of QuickBooks Online. It is designed for computer users who are either new to QuickBooks, or have a basic understanding of QuickBooks, and want to gain a thorough understanding of one of Canada's most popular accounting software packages. From working with the chart of accounts to accounts receivables, accounts payables, inventory and services, payroll, tax remittances, and more.
Level 2 builds on the Level 1 course and allows you to expand on the inventory, payroll, bank reconciliations, year-end reporting & procedures, and more.
The following list summarizes skills that students will be comfortable with after this course.
Level 1 Skills
- Moving around Quickbooks, using centers
- Understanding the chart of accounts
- General journal entries
- Writing cheques
- Memorized transactions
- Understanding items, entering inventory
- Entering and paying bills
- Creating invoices, sales receipts
- Creating credit memos
- Receiving payments
- Making deposits
- Basic payroll set-up
- Creating financial reports
- Backing up your data
- Year-end procedures
- HST/GST remittances
Level 2 Skills
- Set-up of a company file
- Review and modification of preferences
- Reconciling a bank account
- Creating classes and reporting on performance by class
- Security, users, passwords
- Advanced payroll (benefits, ROEs, T4s)
- Setting up and charging finance fees
- Preparing customer statements
- Writing off bad debts
- NSF Cheques
- GST/PST remittance
- Using a credit card for purchases
- Payroll remittances
Delivery Method: Virtual Session – MS Teams
Course Fee Includes: Access to the course, course materials, and upon completion a digital certificate if requested.
This course is delivered in partnership with local and provincial construction associations across Canada. You will be participating with a group of industry peers from multiple regions.
Sharing a single registration between two or more individuals is not permitted. Please register each person who will be in attendance.
Prerequisites
While there are no prerequsites for this course, the course assumes that students have completed the Basic Bookkeeping course or have equivalent knowledge.
Who Should Attend
This training is ideal for:
1. Individuals new to QuickBooks who want to develop a comprehensive understanding of its features and functionalities.
2. Those with a basic understanding of QuickBooks seeking to expand their knowledge and skills to manage business bookkeeping effectively.
3. Small business owners, entrepreneurs, or professionals responsible for financial management within their organizations.
4. Accounting students or professionals looking to enhance their proficiency in QuickBooks for career advancement.
Technical Requirements
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Computer or laptop
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This course will involve on-screen interaction with your instructor and classmates, reading/viewing on-screen content (slides or videos), and interacting via typing with questions or responses. For this reason, cellphones may not be adequate.
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Windows 10 or Mac iOS.
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Webcam (Mandatory)– in order to engage and collaborate, participants will be expected to have their webcams on for the duration of the class
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Microphone (Mandatory)
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Internet connection- For best results, you will want to ensure you have an internet connection with an upload/download speed of 3-5 Mbps. You can test your internet speed here. The minimum recommended speed is 1.5 Mbps, but anything below 3 Mbps may result in loss of quality or buffering. Ideally hardwired connection versus wireless for stability - connect your computer directly to your router using an ethernet cable, rather than using your home wi-fi.
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A quiet space with minimal distractions –The microphone will be engaged for interactive sessions. Please plan to be fully engaged in the class and clear your work schedule just as you would for the in-class program.
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Comfortable chair