QuickBooks Certification Training

Whether you are an experienced user or just looking to get started, our QuickBooks training will help you become proficient in navigating within the software more efficiently and error-free. Upon training program completion you will receive your QuickBooks certificate of completion.

Why us?

  • Get Trained by professional
  • Get Certified and recognized
  • Get experience for the job market
  • Free 30-day QuickBooks’ question
  • 700 page+ QuickBooks guide book with no charge
Classroom Size: Maximum of 5 students per class
Duration: Each class runs for 4hrs
Cost: $200 + tax
4 sections will cover everything you need to know to learn using QuickBooks efficiently

The full QB training consists of 8 parts

Lesson1 Setting up the QuickBooks and accounts payable
  • Setting up your QuickBooks® files, “Chart of Accounts”
  • Setting up a new supplier
  • Setting up vendor tracking for recurred expenses
  • Entering the credit card transitions
  • Creating new bill and recording receipt of the payment for the bill
  • Creating purchase order and receiving reports
  • Using POs to quickly match and enter the appropriate vendor bills
  • Tracking the aging accounts payable reports
Lesson2 Accounts Receivable: Sales Tax, Products / Services, Categories, Attachments
  • Setting up new client
  • Setting up QuickBooks® to automatically write and send emails to customers
  • Creating new and tracking outstanding invoices for products and services sold
  • Customizing invoice and estimates
  • Creating “product category”
  • Categorizing your project using the “Projects” and “Classes” features
  • Attaching files to transactions for better record keeping
  • Entering daily/weekly sales summary
  • Recording refund and crediting customers
  • Creating assessments/ suggestions/notes on the customer
  • Creating outstanding statements by individual customer
Lesson3 Payroll
  • Setting up and adding Salary management into QuickBooks
  • Quick and easy way to add new employees
  • Paying employees who are on different salaries, tax liability and benefits
  • Recording payroll tax and taxable benefits on different schedules
  • Setting up additions, deductions, and allowance.
  • Understanding Ontario holiday pay and vacation pay and others
  • Using QuickBooks to prepare payroll tax forms, T4s and ROE
Lesson4 Banks and Reconciliation
  • Tips for easier balancing and coordinating of bank accounts
  • Recording bank deposits
  • Reconciling bank with inputted checks
  • Printing checks using QuickBooks
  • Recording transfers between accounts
  • QuickBooks® Report Center Overview and Reporting Guide
  • Understanding the Income Statement and Balance Sheet
  • Using and customizing Profit and Loss and Balance Sheet Reports
  • Using Quick custom feature to assess company’s state and budget performance
  • Autopopulating custom reports