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QuickBooks Training - 5 Week Program

A 5-week hands on workshop teaching you all the elements of Quickbooks.

Event Info

If you are a small to medium sized business QuickBooks is one of the most talked about accounting software around. Known for it's ability to grow with you, this program is widely used.

In our QuickBooks Training program, we welcome beginner's and intermediate QuickBooks users to learn the various elements of the program. This in-depth workshop is run by accounting professional Helen Bogl. Each week we will look at a different aspect of QuickBooks and break down how to use it's features for your businesses needs.
Our dates are:

April 28
May 5
May 12
May 19
May 26th
From 2:00 PM to 4:00 PM.

The breakdown and overview of the program:

Week 1 - Introduction

  • QuickBooks – Desktop (Pro, Premier and Enterprise) and Online version
  • How to open QuickBooks
  • Login in Credentials
  • QuickBooks Files
  • Navigating QuickBooks
  • Chart of Accounts and adding, editing, and deleting accounts
  • Working Lists and Items Overview
  • Sales Tax Basics
  • Reports Overview
  • Preferences
  • Find and Search

Week 2 - Customers & Sales

  • Customer Centre Overview
  • Add a Customer or Import List of Customers
  • Setup Items – Service Item, Inventory, Non-inventory, other Items
  • Sales Overview
  • Create a Sales Receipt and make a deposit
  • Create an Invoice, receive payment, make a deposit
  • Refund receipt and credit memo
  • Create Statements
  • Other features for Premier QB versions only Sales Orders and Estimates
  • Customer Reports

Week 3 - Vendors, Expenses & Banking

  • Vendor Overview
  • Creating Vendors
  • Entering bills
  • Paying bills and printing cheques
  • Entering Credits and credit card charges
  • Accounts Payable
  • Vendor reports
  • Bank
  • Bank Transfers
  • Bank Reconciliations

Week 4 - Managing & filing Sales Tax, Co. Activities, Inventory, Reports

  • Managing & Filing Sales tax
  • Co. Activities – Doc. Feature, Budgets, Multi Currency, Class Tracking and Memorized transactions
  • Inventory – buying, selling and adjusting, along with inventory reports
  • Reports – basic, customizing, memorizing, export
  • File Activities – backup, restore, switching to multi user, verify & rebuild, update QuickBooks

Week 5 - Payroll

  • Employee & Payroll Centre – additional cost on top for payroll option – plus $2 per pay employee now per pay
  • Payroll setup
  • Employee setup
  • Pay employees
  • Payroll liabilities
  • Payroll forms – T4’s and ROE’s
  • Tax tables and updates
  • Reports

Each week will have opportunities for questions, individual needs assessments and more.

We have limited space for this program. Should space be full please sign up for our Waiting List so we can ensure everyone gets a chance to take this informative program.

Business Strategy Accounting



Date & Time

April 28, 2022 2:00 pm




  • Helen Bogl


  • Get set up fully on QuickBooks
  • Understand the different features within the program
  • Feel prepared to set up you business on QuickBooks

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