QuickBooks Training Made Simple.

Get the skills and confidence to manage your books with ease—whether you’re just starting out or looking to sharpen your knowledge

Running a business is…

easier when you’re in control of your numbers. Our QuickBooks training is designed to walk you through the software step-by-step, giving you the tools you need to keep your finances accurate, organized, and stress-free.

Whether you’re brand new to bookkeeping or already using QuickBooks but want to maximize its features, this training is tailored to your level.

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What You’ll Learn

How to navigate QuickBooks confidently

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Setting up your business correctly (from the start!)

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Tracking income & expenses with accuracy

Managing invoices & payments with ease

Recording bank deposits & reconciliations

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Generating reports to understand your business

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Tips, shortcuts, & best practices from a professional

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QuickBooks Training Program Outline

Investment: $1,500 + HST
Program Length: 3 Months
Unlimited email support for 90 days
Resource bundle
All session recordings provided
1 x 90 minute kickoff session + 6 x 60 minute Zoom sessions

60 Minutes - The Basics
- QuickBooks Online setup review
- Bank feed connections
- HST setup and CRA compliance walkthrough
- Overview of invoicing, expenses, and receipt management
- Review of chart of accounts
- 90 Minutes
60 Minutes — Invoicing, Expenses, Bank Feed, and Shareholder Loans
- How to create and send invoices
- Entering, categorizing expenses, and uploading receipts to QBO
- Working with the QuickBooks Online bank feed: downloading, reviewing, categorizing, and matching transactions
- Overview of shareholder loan accounts: what they are and when to use them
- Understanding assets vs expenses
- Managing overdue receivables
- Importance of the Profit & Loss statement
60 Minutes — Bank Reconciliation and Month-End Process
- Review bookkeeping entries to date
- Complete a live bank reconciliation
- Walk through the Month-End Checklist
- Review Profit & Loss report for the period
- Discuss what to look for in financial reports
60 Minutes — Financial Review and Balance Sheet Overview
- Review progress to date
- Address outstanding QuickBooks questions
- Introduce and explain the Balance Sheet
- Compare Balance Sheet to Profit & Loss
- Identify financial issues or clean-up areas
60 Minutes — Reporting and Year-End Preparation
- Review bookkeeping progress and reports
- Business structure considerations
- Discuss Profit & Loss, Balance Sheet, and HST Return Summary
- Overview of year-end bookkeeping tasks
- Explain year-end adjustments, T4/T5 preparation (if applicable)
60 Minutes — Review and Client-Led Focus
- Open session for remaining questions or problem areas
- Review reports or transactions as requested
- Optional: prep for next HST filing or additional reconciliation
60 Minutes — Final Review
- Review final progress
- Address final questions
- Discuss next steps, future check-ins, or additional support if needed