About this Event
💡 Group Discount Alert – Learn More, Save More Together!
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Duration: 1 Full Day (9:00 AM – 5:00 PM)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, beverages, and light snacks included
Course Overview
QuickBooks Online Training offers a complete understanding of cloud-based accounting and financial management for small and medium-sized businesses. This course covers how to set up company accounts, manage day-to-day transactions, track expenses, generate financial reports, and maintain tax compliance. You will learn how to streamline bookkeeping tasks, improve accuracy, and make confident financial decisions using QuickBooks Online.
Learning Objectives
By the end of the training, you will be able to:
• Manage core accounting functions confidently within QuickBooks Online
• Generate accurate financial and compliance reports
• Automate accounting processes for greater efficiency
• Troubleshoot common QuickBooks challenges
• Make informed business decisions using real-time financial insights
Target Audience
• Business owners
• Bookkeepers
• Accounting and finance professionals
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Why This Course is the Right Fit
This QuickBooks Online Training emphasizes practical learning, real-case scenarios, and expert guidance. It simplifies complex accounting processes into easy, step-by-step methods that can be applied immediately. Whether you're new to digital accounting or shifting from manual systems, this course enhances efficiency, reduces errors, and ensures better compliance—making it ideal for professionals and entrepreneurs seeking strong financial management skills.
📧Ready to bring this powerful workshop to your team? Contact us at [email protected] to schedule your customized in-house session.
Agenda
Module 1: Introduction to QuickBooks Online
Info: • Understanding the QuickBooks ecosystem
• Navigating the dashboard
• Setting up company profiles and preferences
• Activity
Module 2: Managing Chart of Accounts
Info: • Understanding account types and structure
• Creating and editing accounts
• Importing and exporting data
• Case Study
Module 3: Customer and Sales Management
Info: • Setting up customers and sales forms
• Creating and sending invoices
• Managing payments and deposits
• Role Play
Module 4: Vendor and Expense Management
Info: • Setting up vendors and recording expenses
• Managing bills and supplier payments
• Tracking recurring expenses and reimbursements
• Activity
Module 5: Banking and Reconciliation
Info: • Connecting bank and credit card accounts
• Categorizing and matching transactions
• Performing bank reconciliations
• Case Study
Module 6: Payroll and Employee Management
Info: • Setting up employee profiles
• Managing payroll settings and tax deductions
• Processing pay runs and payroll reports
• Quiz
Module 7: Reporting and Analysis
Info: • Generating essential financial reports
• Customizing dashboards and KPIs
• Analyzing performance using financial data
• Activity
Module 8: Tax Management and Compliance
Info: • Setting up tax codes and rates
• Preparing tax summaries and returns
• Automating tax reporting
• Case Study
Module 9: Best Practices and Troubleshooting
Info: • Common QuickBooks issues and solutions
• Data security and backup practices
• Optimizing QuickBooks for business growth
• Activity
Event Venue & Nearby Stays
City Centre Towers - North, 380 Wellington Street, Tower B, 6th Floor, London, Canada
CAD 492.92 to CAD 596.42
