QuickBooks Desktop Canada Online Course

Open, restore, and manage QuickBooks company files from the recent files screen. Create new files, restore backups, work with portable and sample files, and understand the open or restore workflow.

Explore the QuickBooks home screen to access purchasing, inventory, invoicing, payroll, banking, and reports via the left shortcuts and top menu.

Explore how to navigate QuickBooks Desktop's menu bar, including file, edit, view, list, favorites, accountant, and company menus, and access reports, customers, vendors, and help.

Master setting up the chart of accounts in QuickBooks, including liabilities and equity. Learn to manage credit cards, loans, sub accounts, and sales tax codes such as HST Ontario.

Navigate the QuickBooks Desktop Canada customer center to manage customers and jobs, and learn to create estimates and invoices, receive payments, perform deposits, and handle overpayments and down payments.

Learn how to create invoices from estimates in QuickBooks Desktop, attach files, track expenses by customer and job, apply credits, record payments, and generate open invoices and payment reports.

Learn how to record a deposit in QuickBooks Desktop Canada, combining checks into a deposit, selecting the correct bank account, and preparing for reconciling with the bank statement.

Create and customize customer statements in QuickBooks to list open invoices as of a date, and deliver by mail or email with per customer or per job options.

Explore the income tracker in quickbooks to view open invoices and estimates, customize the layout, and perform batch actions like emailing or receiving payments.

Create a customer Geo Construction Inc with address and HST tax code, then invoice March 2, 2019 for five manholes at $200 each (invoice 2019-67) and compare with the file.

Explore the vendor center to manage vendor information, add vendors, enter bills, process payments, and record credit memos and discounts, while attaching documents and tracking sales tax vendors.

Record item receipts from a purchase order and update inventory value and quantity, choosing receive inventory with or without bill, using packing slip, date, and reference number.

Create and validate an orbit vb 600 inventory item in QuickBooks, including price, HST, on hand 50, and reorder point, then place a purchase order to Easy Industrial Plastics Co.

Practice creating a loan payment in QuickBooks by setting up a liability account and vendor, configuring the loan terms and payment schedule, and recording payments across two company files.

Learn to customize QuickBooks forms by managing templates, creating new templates, and editing logos, colors, fonts, and fields for invoices, estimates, and other documents. Practice with a hands-on session.

Practice creating a customized QuickBooks invoice by duplicating the Intuit template, applying blue colors, removing ship to, and renaming quantity to qty; apply to invoice 2019-43.