QuickBooks Online™ – The Benefits and Services Provided.
QuickBooks Online™ has become a valuable tool for many businesses. This course is geared towards someone who is new to QuickBooks Online™, bookkeeping or both. Our course will help you learn the basics of bookkeeping as you are taught QuickBooks Online™. The knowledge you gain will enable you to do accurate financial data entry and be confident in your abilities to navigate through the various modules of QuickBooks Online™ and use all the features that it has.
This course is 12 weeks of jam-packed knowledge and hands on experience. We will start with the basics and advance through the full cycle of bookkeeping, including payroll and gst processing. Each week we will spend 2 hrs in a small group session learning the contents of the specific module with a ½ hr weekly individual session to focus on your business needs.. You will then have homework time to review what you have learned and complete the hands-on work. There is a self assessment component each week, which will reinforce what you have learned. The value you get out of this course is entirely dependent on the time commitment you put into it. After 12 weeks, you will have an understanding of QuickBooks Online™ that will help you, whether it is in your current job or to help you advance your job options.
Right now most training is virtual, but this can change as circumstances dictate.
Week 1 – Getting started with QuickBooks Online™
This week covers that basics that you need prior to actually diving into the financial data side. It will cover tips and tricks with browsers, navigation of QuickBooks Online™ and other important information.
Week 2 – Setting Up a New Company File
You will learn how to take an empty QuickBooks Online™ file and how to complete the setup so it is ready to use.
Week 3 – Working with General Ledger Accounts
What is an asset? How is cost of goods sold different than an expense? Bad Debts, Journal Entries, Recurring transactions, these are all Greek to me. After week 2, you will have a full understanding of these terms plus many more.
Week 4 – Working with Customers
The customer side of bookkeeping is a natural start to bookkeeping. Without customers and sales, you don’t have a viable business. This week you will learn all about customers – adding them, invoicing and receiving payments, amongst other things.
Week 5 – Working with Suppliers
Next comes suppliers and paying your expenses. Every business out there has expenses that need to be managed. You will lean how to add suppliers, enter expenses or bills, make payments, amongst other things.
Week 6 – Managing Banking
QuickBooks Online™ is unique in this area. This week is filled with how to set up the time saving features in the Transactions Centre and then goes as far as the reconciliations.
Week 7 – All in a Day’s Work!
This is the week that will tie together what you have learned so far. There will be actual data entry with the customer and supplier transactions.
Week 8 – Managing Inventory
The inventory module is a critical component for businesses that carry inventory. You will learn about setting it up, the transactions involved to get your products into and out of your inventory.
Week 9 – Period-End Tasks and Filing Sales Taxes
Finalizing month ends and processing GST are the end result of the routine functioning of a business. You will learn best practices for both.
Week 10 – Customizing and Extending QuickBooks Online™ Capabilities
Every business has unique requirements – whether it is in report templates, what they want to see in the reports, even with tips and tricks. This is the week where you will learn how to customize to meet the needs of each business.
Week 11 – Using Payroll in QuickBooks Online™
Payroll is a necessary part of almost every business. Routine payroll processing, handling the liabilities, payroll reports and year end functions will all be covered
Week 12 – Bringing It All Together
The final week is where we go through the bookkeeping cycle in its entirety, so that you can have a set of deliverables to provide the business owner.
Price: starts at $4,200/person
Class size: min 2 people /max 5 people
One-on-One: starts at $5,200
Discount available if multiple students from same business are enrolled
Upon successful completion a certificate of completion will be issued.
Instructor: Ann Kurlovich
Advanced QuickBooks Online™ Certification
Over 10 years experience with QuickBooks Online™ Training
Total: 30 hours
Check out the Course Schedule page for upcoming courses.
Virtual Financial Data Management Training
AKCS Software Pro Ltd.
780-914-8676