Quickbooks Training Courses

2 Day Intensive QuickBooks Training Courses. We promise that you will be more comfortable using QuickBooks for your business when you have completed this 2 day program!

Please see the course outline below. I’m sure you will find it quite comprehensive!

$249.99+ HST per Level. Register for both Levels 1 and Level 2 and save $50.00!

QuickBooks Premier 2015 – Level 1

Introduction to QuickBooks Pro

  • Home Window
  • Using Menu Bar, Icon Bar and Navigators
  • Open Window List
  • Backing up Company Data.

Easy Step Interview Window

  • Understanding Easy Step Interview window
  • How to setup a company
  • Understanding Preference options

Users and Security

  • Turning Multi-user option ON
  • Setting up Users
  • Granting/Restricting access to new users.

Accounts Payable

  • Adding a New Vendor
  • Entering Bills (Vendor’s invoices)
  • Entering Credits
  • Generating Vendors and Payable Reports
  • Dealing with Discounts
  • Paying Bills
  • Printing Cheques.

Accounts Receivable

  • Entering Items
  • Adding a New Customer
  • Entering Credit Sales
  • Entering Cash Sales
  • Printing Invoices
  • Generating Customers and Receivable Reports
  • Recording Customer Receipts

Dealing with Customer Payments

  • Applying one payment to multiple jobs
  • Entering overpayments
  • Handling Down/Prepayments

Making Deposits

  • Tracing amounts to be deposited
  • Make Deposit window
  • Cash Back while depositing funds

Bank Reconciliation

  • Help in Reconciling an Account
  • Understanding Reconciliation Process
  • Processing Bank Reconciliation
  • Generating Reports on Reconciliation

QuickBooks Premier 2015 – Level 2

Creating Memorized Transactions

  • Remind Me & Automatically Enter options

Estimating and Progress Invoicing


  • Setting up Inventory
  • Entering products into inventory
  • Ordering products
  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory
  • Units of Measure
  • Build assemblies

Tax Returns/Remittances

  • Overview of tax handling in QuickBooks
  • Setting up tax rates
  • Applying tax to each transaction
  • Determining what you owe
  • Paying the tax agencies


  • Setting up Payroll
  • Running Payroll
  • Generating Reports on Payroll
  • Paying Payroll Liabilities

Advanced Payroll Transactions

  • Recording Employee Time on a Weekly
  • Timesheets
  • Invoicing a customer based on time
  • Recording non-employee time worked


Analyzing Financial Data – Reports

  • Creating and Customizing Preset Reports

Miscellaneous Items

  • Merging and Exploring Account Listing
  • Writing QuickBooks Letters
  • Personalizing QuickBooks Forms