Quickbooks Online Accountant Training Calgary

FIRST HOUR – UNDERSTANDING YOUR ACCOUNTING SYSTEM

• Understand your financial statements
• Setup the chart of accounts
• Change and fix the chart of accounts
• Cash vs. Accrual accounting
• Use general journal entries
• Setup and use subaccounts

NEXT TWO HOURS – GETTING STARTED

• Set up your company
• Move around Simply or QuickBooks EFFICIENTLY
• Get help FAST

EVERYDAY TRANSACTIONS

• Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
• Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
• Inventory: purchase orders, receive items, adjust inventory
• Sales Taxes: set up, adjust, pay, and report sales taxes
• Banking: bank reconciliation and locate discrepancies

TIPS & TRICKS

• Special “Window” tricks
• Keyboard shortcuts
• Create custom invoices and other forms
• Add logos and custom fields to forms

LAST HOUR

PAYROLL

• Setup employees, payroll items
• Track time and invoice time
• Process paychecks
• Modify paychecks
• Prepare tax forms

PLUS TWO EXTRA HOURS OF TELEPHONE SUPPORT

QUICKBOOKS ONLINE TRAINING

With growing popularity of online accounting systems, we have added a brand new service to our popular training sessions.

QuickBooks Online allows you to:

• Work securely online with your accountant or team – from anywhere. QuickBooks Online makes it easier to sync files in real time for simultaneous use.
• Never worry about saving your files to an external device. QuickBooks Online works from any computer, on any device.
• Connect your bank account and QuickBooks Online downloads transactions automatically.
• Sync, link and import data from apps you already use like TSheets, Receipt Bank and Hubdoc.
• Transactions are categorized automatically, so you can quickly keep tabs on what you earn and spend.
• Take photos of receipts and use the QuickBooks mobile app to attach them to transactions in QuickBooks Online.