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.

What You’ll Learn

How to navigate QuickBooks confidently

Setting up your business correctly (from the start!)

Tracking income & expenses with accuracy

Managing invoices & payments with ease

Recording bank deposits & reconciliations

Generating reports to understand your business

Tips, shortcuts, & best practices from a professional

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

Ready to Get Started?

“Clear, practical, and easy to follow - this training was exactly what I needed to understand QuickBooks.”

— JODY REID, OWNER, JR MARKETING