Quickbooks Part 1
Description
QuickBooks Beginner to Intermediate Level
This QuickBooks course is designed to take learners from foundational skills to intermediate proficiency, making it ideal for those new to accounting software or looking to build on basic knowledge. Participants will start by learning how to navigate the QuickBooks interface, set up a company file, manage customers and vendors, record transactions, and generate essential financial reports. As the course progresses, learners will explore more advanced functions such as bank reconciliations, payroll setup, inventory tracking, and customizing reports to meet specific business needs.
Through a blend of guided instruction and hands-on practice, students will gain the confidence to handle day-to-day bookkeeping tasks and begin managing more complex financial operations. This course is perfect for small business owners, aspiring bookkeepers, and administrative professionals who want to streamline their accounting processes and improve financial accuracy. By the end of the program, learners will be equipped to use QuickBooks effectively for both routine and strategic financial management.
• Navigate the QuickBooks interface
• Set up a company file,
- manage customers
- vendors,
- record transactions
- generate essential financial reports
• Bank reconciliations
• Payroll setup,
• Inventory tracking,
• Customizing reports
Delivery Method: Virtual Session – Zoom Meetings
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
The course assumes that students have completed the Basic Bookkeeping course or have equivalent knowledge.
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
Who Should Attend
This course is designed for individuals new to Quickbooks who want a thorough understanding of its commands, functions, and capabilities. It covers topics such as navigating Quickbooks, managing accounts, creating transactions, handling payroll, generating reports, and performing year-end procedures. Attendees should have completed a Basic Bookkeeping course or have equivalent knowledge.
Potential attendees include small business owners, accounting professionals transitioning to Quickbooks, students, and office managers.