Thu, Sept 09


Online Zoom - With Discussion

Quickbooks Online Essentials Training (2 half days)

If you want to use Quickbooks Online for your business, but unsure of all the ways you can (and should) be using it to help your business, this is the course for you. - Account Setup - Everyday Revenue & Expense Transactions - Tips & Tricks - Automation, Customization, & Reporting + much more!

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Quickbooks Online Essentials Training (2 half days)

Time & Location

Sept 09, 2021, 1:00 p.m. CST – Sept 10, 2021, 12:00 p.m. CST

Online Zoom - With Discussion

About the Event

Quickbooks Online: Essentials Training + BONUS OFFER

In this online course with discussion, we will be going over everything listed below and have special Q&A at the end of each section to make sure you get all your needs addressed. 

Account Setup

Get started and set up the right way

· Set up your company the correct way! If you are already set up, learn how to fix any errors you initially made.

· Set up online banking and connect your bank and credit cards. Learn how QuickBooks can enter several transactions for you!

· Manually import bank transactions from smaller financial institutions.

· The best way to navigate QuickBooks to find what you are looking for!

Everyday revenue & expense transactions

The how and why of standard QuickBooks transactions

· Sales & money in:

         · Invoices, sales receipts, payments, deposits, credit memos, and customer statements.

         · Run and customize sales & customer reports to get better insights about customers and sales.

         · Stay on top of who owes you money.

· Expenses & money out:

         · Bills, bill payments, checks, electronic payments, debit card purchases, bills vs. checks, petty cash, and vendor credits.

         · Run and customize expense & vendor reports to get better insights about how and where you’re spending money.

Sales Tax

· Sales Taxes: set up, adjust, pay, and report sales taxes.

Special transactions

Difficult transactions…unless you know how!

· How to give and receive refunds.

· Record and apply credits you give customers or receive from vendors.

· Record credit card transactions – and train QuickBooks to do this for you.

· Determine when (and how) to Void a check vs. Deleting it.

Tips & tricks

Expert tips to get the most from QuickBooks

· Clean up your vital lists…like Customers, Vendors, and Accounts by learning how to add, edit, merge and delete list entries.

· Sort and customize lists to view the information you need.

· “Collapse” financial statements and remove lines with no balances.

· Run and manipulate reports (like your Profit & Loss Statement) by month, quarter, etc.

· Speed up navigation by working in multiple windows/screens.

Learn how to automate tasks for efficiency

Discover these powerful tools!

· Set up recurring transactions to save you time!

· Bank accounts and credit cards:

         · Teach QuickBooks to categorize and record transactions for you.

         · Learn how to determine when to “add”, “match” or “exclude” a transaction.

         · How to reconcile your bank accounts on a monthly basis.

Customizing QuickBooks to YOUR Company

Make QuickBooks look and work best for you

· Customize your invoice and other forms.

· Add Company logo and custom fields to invoices and other forms.

· Tailor your company preferences/settings to match how your business operates.

· Create and save custom reports.

· Customize who has access and what they can/can’t see:

         · Set up users and assign different access rights & permissions.

         · Track changes by user (audit log/trail).

Work with Reports

Better insights about your Company

· Customize the content and look of your reports.

· Manipulate reports to get the info you need.

· Save customized reports, so you aren't recreating these each month/quarter etc.



· Eliminate the need to hold onto paper invoices and receipts with this Cloud-based software.

· Integrate Dext with your company's QuickBooks Online.

· Set-up your company the correct way!

· Customize who has access and what they can/can’t see:

         · Set up users and assign different access rights & permissions

· Learn the different methods of uploading documents.

· The software extracts information from the invoices you upload for more efficient record keeping.

· Receive a one-month free subscription with unlimited users and unlimited scans.

A Certificate of Completion will be issued for each participant. 


  • 4 hours

    Half Day 1, Thurs Sept 9


  • 4 hours

    Half Day 2, Fri Sept 10






  • Quickbooks Online Essentials


    +$30 GST

    +$15.75 Service fee

    Quickbooks Online Essentials training course Sept 9-10 (2 half days)


    +$30 GST

    +$15.75 Service fee





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