Quickbooks Desktop Canada Online Course

Beginner to Advanced QuickBooks Desktop Course focused on Canadian Users

What you'll learn
How to create your company file in QuickBooks
Work with QuickBooks preferences to set up for your business
Set up and use a chart of accounts in QuickBooks
Reconcile your checking account and bank statements in QuickBooks
Create a budget and estimates and learn to work with customers and jobs
Enter and pay bills in QuickBooks
Learn all about how to account for loans in Quickbooks
Generate reports for clients or your own business
Learn to work with sales tax and reconcile bank statements in QuickBooks
Requirements
QuickBooks 2019 Canada Edition
Description
Whether you need to learn QuickBooks to manage the accounts of client or your own, we'll get you the information you need to know with this QuickBooks Canada course.This complete course is aimed at QuickBooks Pro, Premier, and Enterprise users who are operating in CanadaIf you’re in Canada and find yourself frustrated that the majority of QuickBooks courses focus on the US market, then you won’t be disappointed with this course.We teamed up with a licensed Canadian CPA who lives and breathes in QuickBooks. He guides you through the nuances of the Canadian system, including how to manage Canadian Sales Tax, Filing Sales Tax Returns and Payroll in QuickBooks desktop.This course also includes a follow-along Let Me Try exercises, which means you get to put into practice exactly what you study using a demo file.In this course you will learn:How The QuickBooks file worksTo create a company file and set up your chart of accountsSetting up your preferences in QuickBooks to suit your companyHow to create invoices, estimates, receive payments and depositsAll about processing payroll and payroll taxesHow to create statements and use the income trackerHow to enter and pay bills and purchase orders and how to use the vendor centerAbout receiving items, inventory, creating purchase orders and paying for itemsHow to reconcile bank statements, work with registers and cheques in QuickBooksAll about using the Loan Manager including setting up loans in QuickBooksHow to work with credit card accounts and transactionsHow to set up for Sales Tax and run sales reports and file Tax ReturnsAll about Quick Reports and how to create and customize reportsHow to run Payroll using QuickBooks run Payroll reports and pay Payroll taxesHow to work with budgets and run budget reportsHow to use Bank Feeds and back up company files.This course includes:10+ hours of video tutorials90+ individual video lecturesCertificate of completionCourse CompatibilityThis course was recorded using QuickBooks Premier Accountant edition but is still suitable for QuickBooks Pro, Premier and Enterprise users. This course won't be suitable for you if you are using QuickBooks Online.This course was designed for people new to QuickBooks but may also be useful for students with some QuickBooks experience who are looking to improve their knowledge of this essential accounting software.Here’s what our students are saying…"Very thorough course with all the ins-outs, tips, tricks, and feature you could want to learn about to start using the program."- Elizabeth Binde"Amazing, above expectations course with a very knowledgeable teacher !"- Muhammad Khan"Great! Got both desktop computer screens up so am watching on one screen and setting up and executing on the other."- Diane Baker

Overview

Section 1: Course Introduction

Lecture 1 Welcome and Overview

Lecture 2 READ ME: Essential Information for a Successful Training Experience

Lecture 3 Course exercise files

Lecture 4 QuickBooks Versions

Lecture 5 Course Structure

Section 2: Getting Started

Lecture 6 How QuickBooks Files Work

Lecture 7 Setting Up Your Company File

Lecture 8 Using Easy Step Interview - Part 1

Lecture 9 Using Easy Step Interview - Part 2

Lecture 10 Getting Around in QuickBooks - Part 1

Lecture 11 Getting Around in QuickBooks - Part 2

Lecture 12 Starting and Exiting QuickBooks

Lecture 13 Opening a Second Company File

Section 3: Customizing the QuickBooks Environment

Lecture 14 Preferences - Part 1

Lecture 15 Preferences - Part 2

Lecture 16 Working with Users

Lecture 17 Chart of Accounts - Part 1

Lecture 18 Chart of Accounts - Part 2

Lecture 19 Let Me Try: Creating a New Account

Section 4: Working with Customers & Jobs

Lecture 20 Walkthrough of the Customer Centre

Lecture 21 Creating Customers and Jobs

Lecture 22 Estimates - Part 1

Lecture 23 Estimates - Part 2

Lecture 24 Invoicing from Estimates - Part 1

Lecture 25 Invoicing from Estimates - Part 2

Lecture 26 Invoicing Customers for Products and Services

Lecture 27 Receiving Payments

Lecture 28 Creating Deposits

Lecture 29 Creating Credit Memos

Lecture 30 Entering an Overpayment

Lecture 31 Handling Customer Down Payments

Lecture 32 Memorizing a Sale

Lecture 33 Using Price Levels

Lecture 34 Creating Statements

Lecture 35 Using the Income Tracker

Lecture 36 Let Me Try: Creating a New Customer and an Invoice

Lecture 37 Let Me Try: Receiving a Payment

Lecture 38 Let Me Try: Creating a Deposit

Section 5: Working with Vendors

Lecture 39 Walkthrough of the Vendor Centre - Part 1

Lecture 40 Walkthrough of the Vendor Centre - Part 2

Lecture 41 Entering Bills

Lecture 42 Paying Bills

Lecture 43 Handling Vendor Credit Memos

Lecture 44 Let Me Try: Creating a New Vendor and Entering a New Bill

Lecture 45 Let Me Try: Paying a Bill

Section 6: Working with Items & Inventory

Lecture 46 Working with Items - Part 1

Lecture 47 Working with Items - Part 2

Lecture 48 Creating Purchase Orders

Lecture 49 Receiving Items

Lecture 50 Creating Bills for Items

Lecture 51 Manually Adjusting Items

Lecture 52 Let Me Try: Creating a New Inventory Item & Puchase Order

Section 7: Working with Registers and Bank Accounts

Lecture 53 Working with Registers

Lecture 54 Creating Entries and Writing Cheques

Lecture 55 Recording Bank Transfers

Lecture 56 Reconciling

Lecture 57 Let Me Try: Writing a Cheque

Lecture 58 Let Me Try: Reconciling a Bank Statement

Section 8: Working with Loans

Lecture 59 Setting Up Loans

Lecture 60 Creating Loan Payments

Lecture 61 Using the Loan Manager

Lecture 62 Let Me Try: Creating a Loan Payment

Section 9: Working with Credit Cards

Lecture 63 Setting Up Credit Card Accounts

Lecture 64 Entering Credit Card Transactions

Lecture 65 Reconciling Credit Cards and Making Payments

Lecture 66 Let Me Try: Creating a New Credit Card Account & Entering a Credit Card Charge

Section 10: Customizing Forms

Lecture 67 Form Customization - Part 1

Lecture 68 Form Customization - Part 2

Lecture 69 Layout Designer

Lecture 70 Let Me Try: Creating a Customized Invoice

Section 11: Reports

Lecture 71 Quick Reports

Lecture 72 Creating Reports - Part 1

Lecture 73 Creating Reports - Part 2

Lecture 74 Customizing Reports

Lecture 75 Memorizing Reports

Lecture 76 Let Me Try: Running and Memorizing a Financial Statement Report

Section 12: Working with Sales Tax

Lecture 77 Setting Up & Applying Sales Taxes

Lecture 78 Running Sales Reports & Filing Sales Tax Returns

Lecture 79 Let Me Try: Filing a Sales Tax Return

Section 13: Payroll

Lecture 80 Working with Payroll Items

Lecture 81 Working with Employees

Lecture 82 Paying Employees

Lecture 83 Paying Payroll Taxes

Lecture 84 Running Payroll Reports

Lecture 85 Let Me Try: Performing a Payrun & Recording a Tax Payment

Section 14: The Lead Center

Lecture 86 Working with Leads

Lecture 87 Let Me Try: Creating a New Lead

Section 15: Mail Merges

Lecture 88 Creating a Mail Merge

Lecture 89 Mail Merge Using Custom Templates

Section 16: Budgets

Lecture 90 Creating a Budget

Lecture 91 Budget Reports

Section 17: Other QuickBooks Features

Lecture 92 Using Bank Feeds

Lecture 93 Searching in QuickBooks

Lecture 94 Using the QuickBooks Calendar

Lecture 95 Backing Up Company Files

Section 18: Course Conclusion

Lecture 96 Conclusion

Small business owners or those managing QuickBooks for a small business.,If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!