Do you struggle with Bookkeeping Challenges? Do your Financial Statements make sense?
Do you know how to go beyond mere Data Entry to access the Power and Magic hidden within your Income Statement, Balance Sheet, and other reports?
Do you wish someone could teach you how to “Fix Your Books” and learn how to use programs such as QuickBooks, Xero, and Wave correctly?
self-paced course that you can study at your own leisure.
QuickBooks Online Comprehensive 2023 - 2024 (Canadian Edition)
Independent Study
Chapters 1–7 (Level 1)
Create a new company file
Customize the company settings
Import external lists and transactions
Manage users
Prepare journal entries
Set up property, plant and equipment asset purchases
Set up long-term liabilities
Transfer funds between accounts
Write off uncollectible receivables (bad debts)
Set up customers and sub-customers
Manage projects
Create estimates, invoices and sales receipts
Receive payments and record bank deposits
Process credits and refunds
Set up suppliers
Create expenses, cheques and bills
Set up bank feeds and upload transactions
Reconcile bank and credit card accounts
Project # 1
Chapters 8–11 (Level 2)
Set up, order, receive and sell products
Create adjusting journal entries
Adjust inventory quantities
Use multicurrency
Set up budgets
Track classes & locations
Create financial statements and mgmt. reports
Close the books in QuickBooks Online
Use the audit log for accountability
Project #2
Appendix A, B, C (Level 3)
The Accounting Cycle
Debits, Credits & Journal Entries
Set up payroll
Create employee and payroll reports
Complete T4s and ROE's
Introduction to QuickBooks Online Accountant version
Much more!
Everything in the QBO Silver course with an instructor available to guide and answer questions. 3 x 2-hour sessions/week for 5 weeks (Mon, Wed, Fri)
self-paced course that you can study at your own leisure.
QuickBooks Online Comprehensive 2023 - 2024 (Canadian Edition)
In this course you will have access to a QuickBooks "Sample File" AND your own "QuickBooks Online 1 year Trial Version".
You will also receive a 1 hour private consulting session
Note that QuickBooks is often growing, improving, and changing. Thus, some items in the book may be different from the actual QBO file. I will make every effort to highlight these in the section called, "Updates" in this "Thinkific" portion of this course.
This course is based on how things "should" or "could" be done. Often, in real life, individuals may have different ways of doing things that are different from this course. In the end, if it works then it's no problem. However, this course will NOT teach you how to fix complex errors. If you are working on an actual QBO data file that needs a lot of clean-up work, consider our QBO Elite course.
Also, please note that the QBO Gold and QBO Elite courses may qualify for the Canada-Alberta Job Grant (CAJG). Please contact us for more detail prior to registering for our courses.
Everything in the QBO Silver and Gold course
Training & Mentoring
Instructor Led
Max 4 students/class 72 hours over Zoom
This is an instructor led course which meets Monday & Thursday mornings from 9:00 - 12:00 for 12 weeks starting Jan 2023
Plus
Making QBO work for you
Real life scenarios
Ability to answer questions related to your own data files (permission from your clients recommended if you are using their QBO data file)
"Bookkeeping & Beyond: The Simple 7-Step Step System to Access the Financial Power of Your Business"
by Jacqueline Bernal, CPB
Print and on-line edition of book
Topics include:
What is Bookkeeping?
Understanding Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement)
Know the Rules
Set up a Process
Quizzes to test your knowledge
"Bookkeeping & Beyond: The Simple 7-Step Step System to Access the Financial Power of Your Business"
by Jacqueline Bernal, CPB
Financial Operating Manual
Cash Flow Budget
Preliminary Tax Planning
ROI on YOUR Time
Access to Other Thinkific Courses:
Introduction to CRA Rules and Regulations for Small Business
Introduction to Badass Bookkeeping for Beginners
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