QuickBooks Desktop Workshop

QuickBooks Desktop Workshop

  • Have you been relying on others to maintain your QuickBooks and want to get it started?

  • Maybe your previous bookkeeper (or two) have messed up the books and you want to get hold of QuickBooks?

There's a lot to learn in QuickBooks, after 2 days with us you will be more confident that you know QuickBooks. With our hands-on model and proprietary material specially designed and made simple for you, attendees love our workshops. Our instructions are Certified QuickBooks Pro-Advisors.

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QuickBooks Desktop Workshop

QuickBooks Online Hands On Training

  • Have you moved from QuickBooks Desktop and trying to get this thing going

  • You want to get it right the first time?

  • You have invested hours by watching online videos and attending one or may be two seminars

Our instructors are Certified QuickBooks Cloud Pro-Advisors and they will stay until all of your questions are answered. We have trained thousands of attendee’s on QuickBooks. Get the “My eLearning QB Kit” at the end of the session.

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  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


  • Workshop Review

    pop up review1

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review2

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I enjoyed the hands on and the collaboration of the group. We each brought something different to the table that was helpful and made for a pleasant learning experience.

    pop up review3

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Hands on approach and discussion with other participants.

    pop up review4

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Our program director did a very good job keeping everyone engaged, ensured there was great interaction, sections of the material being covered did not continue until everyone was comfortable moving on.

    pop up review5

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I found Harsh to be very knowledgeable. His manner of teaching was very engaging. Although I have experience with QuickBooks I still was able to take away new skills and learn different features of the program that I was not using beforehand.

    pop up review6

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    Harsh is an excellent Teacher. He made the workshop thoroughly enjoyable and very informative. I took away alot of information that will help me further my career. I recommend this workshop to anyone interested in Quickbooks.

    pop up review7

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    Harsh effective way of teaching which keeps you attentive throughout 6 hours long session is incredible. He is very knowledgable person in Quickbooks.

    pop up review8

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right


    7. What did you like best or find most useful about the workshop?

    I did the May 2018 Workshop. Harsh is a super teacher, the pace and material is just perfect. Absolutely spot on.

    pop up review9

    1. How would you rate the usefulness of the content?


    2. How would you rate the hands-on activities?


    3. How would you rate the presenter’s knowledge in the subject?


    4. How would you rate the presenter’s style of teaching?


    5. How would you rate the pace of the presentation?


    6. Was the workshop above or below your current skill level?

    Just Right

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?



    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


    7. What did you like best or find most useful about the workshop?

    The most useful things were the practice of entering information ourselves and also learning about the full capabilities of Quickbooks.

    Pop up review

    1. How would you rate the usefulness of the content?



    2. How would you rate the hands-on activities?



    3. How would you rate the presenter’s knowledge in the subject?




    4. How would you rate the presenter’s style of teaching?



    5. How would you rate the pace of the presentation?



    6. Was the workshop above or below your current skill level?

    Above


  • Payroll
    • List Icon Creating Pay schedules, Payroll Items
    • List Icon Creating Employees profile, Paying Employees
    • List Icon Understanding Vacation Pay and Sick Days
    • List Icon Calculating and paying Source Deductions
    • List Icon Generating T4’s, ROE and T4 Summary
    Templates
    • List Icon Creating Invoice Template
    • List Icon Understanding 4 functions of Templates
    • List Icon Learn to change Design & Contents of Template
    • List Icon Entering transactions using templates
    How to view / customize reports in QuickBooks
    • List Icon Summarized Reports
    • List Icon Details Reports
    • List Icon How to customize reports
    • List Icon Using Filters
    • List Icon Save Customizations?
    • List Icon Assign new Header and Footer to the reports
    • List Icon Create report Groups
    Special Transactions
    • List Icon Apply discounts and write-offs to open invoices.
    • List Icon Apply credits to Bills
    • List Icon Void vs. Delete a check
    • List Icon Enter customer down payment / deposits
    • List Icon How to record advance payment to Vendor

    In – Class


    QuickBooks Online Mobile App
    • List Icon What can you do with the App
    • List Icon How it works
    • List Icon Functions and Functionalities
    Advanced Features
    • List Icon What is Delayed Credit and Delayed Charge
    • List Icon Understanding QuickBooks Labs!
    • List Icon Simultaneous user access
    • List Icon Find Transactions QUICKLY !
    Security and Data Management
    • List Icon Creating Multiple Users
    • List Icon Assigning rights
    • List Icon Data Backup
    • List Icon Audit Log
  • Company Setup
      • List Icon QuickBooks Online and its Versions
      • List Icon The Gear, Dashboard and Left Icon bar.
      • List Icon Billing and Subscription
      • List Icon Sales Tax Setup
    Chart of Accounts
    • List Icon What is account “Account Type” and “Detail Type”?
    • List Icon Understanding and Creating Chart of Accounts
    • List Icon Edit / Update / Delete Chart of Accounts
    • List Icon Online Banking Setup
    Items & Accounts
    • List Icon Creating Inventory Part items
    • List Icon Linking COGS, Income and Asset accounts to Items
    Vendor Transactions
    • List Icon Purchase Order
    • List Icon Bills
    • List Icon Pay Bills
    Customer Transactions
    • List Icon Estimates
    • List Icon Invoicing
    • List Icon Receive Payments
    • List Icon Record Deposits
    Banking Transactions
    • List Icon Receipts (Debit and Credit Card transactions)
    • List Icon Transfer of Funds
    • List Icon Receipts (Petty Cash)
    • List Icon Making Credit Card Payment
    Bank Reconciliation
    • List Icon Before Reconciling
    • List Icon After Reconciling
    • List Icon Reconciliation Summary Report
    • List Icon Reconciliation Detailed Report
    Sales Tax Transactions
    • List Icon File Return
    • List Icon Tax Agency Detail Report
    • List Icon Sales Tax Journal Entry Transaction
    • List Icon What is GST / HST Suspense account?
    Connect Your Bank and Credit Card Accounts
    • List Icon What accounts can be linked
    • List Icon How Linking works?
    • List Icon How to add transactions to QuickBooks Online?
    Reports
  • Set up and Pay Employees
    • List Icon Setup employees and payroll Items
    • List Icon Setup earnings, deductions, WSIB
    • List Icon Process Paychecks
    • List Icon Modify Paychecks
    • List Icon Pay payroll tax liabilities
    • List Icon Prepare tax forms (T4, ROE)
    • List Icon Export payroll data to Excel.
    Advanced Reporting
    • List Icon Using Memorized Reports
    • List Icon Using Filters to generate reports
    • List Icon Save customized reports and create Memorized report groups
    • List Icon Accounts Receivables and Accounts Payable Aging Reports
    • List Icon Sales by Customer / Item
    Advanced Features
    • List Icon Single User – Multi User
    • List Icon Update QuickBooks
    • List Icon Tailor Company Preferences
    • List Icon Find transactions QUICKLY!
      Customizing Forms
    • List Icon Understanding advanced features in Customer Center
    • List Icon Understanding advanced features in Vendor Center
    Special Transactions
    • List Icon Apply discounts and write-offs to open invoices.
    • List Icon Apply credits to Bills
    • List Icon Void vs. Delete a check
    • List Icon Enter customer down payment / deposits
    Security and Data Management
    • List Icon Create Multiple Users
    • List Icon Assigning rights
    • List Icon Backup Schedules
    • List Icon Audit Log
  • Introducing QuickBooks, Setup your Company and Chart of Accounts
    • List Icon QuickBooks and its Versions
    • List Icon Creating a New Company File with Step-by-step guide
    • List Icon Navigating within QuickBooks
    • List Icon Layout and Design
    Understanding Accounting, Customers and Vendors
    • List Icon Setup Chart of Accounts (Add / Edit / Update)
    • List Icon Creating Sub Accounts
    • List Icon Deleting and Inactivating Accounts
    • List Icon Financial Statements – Overview
    • List Icon General Journal entries
    Setting up New Customers and Vendors
    • List Icon Customer / Job Setup
    • List Icon Creating New Customer
    • List Icon Creating a New Job
    • List Icon Creating New Vendor
    • List Icon Deleting / Inactivating Customers or Vendors
    • List Icon Getting around Customer and Vendor layout
    Understanding Inventory Setup
    • List Icon Introducing Items types (Service,
    • Inventory, Non-Inventory)
    • List Icon Item Creation / Edit / Update
    • List Icon Merging of Items
    • List Icon Working with Sub-Items
    • List Icon Defining Units of Measure
    Daily Transactions
    • List Icon Sell: Creating Estimating / Invoices / Sales Receipts / Receive Payments / Record Deposits / Credit Memos / Customer Statements
    • List Icon Buy: Purchase Order / Bills / Paying Bills / Credit Memos / Bills vs. Receipts / Writing Checks
    • List Icon Recording Credit Card transactions
    • List Icon Managing Petty Cash transactions, Funds transfer
    • List Icon Managing Petty Cash transactions, Funds transfer
    • List Icon Understanding Undeposited Funds
    Essentials for Book keeping
    • List Icon Bank Reconciliation and reconciling other accounts (Credit cards)
    • List Icon Locate discrepancies, Online Banking
    • List Icon Generating Sales Tax Reports
    • List Icon Monthly, quarterly, yearly sales tax remittances
    • List Icon Pay Sales tax and reporting
    • List Icon Adjust Sales tax
    Introducing Financial Reports
    • List Icon Generating Profit and Loss / Balance Sheet reports
    • List Icon Customizing Reports (Date range, Fields, Column Sorting)
    • List Icon Exporting Reports to Excel / PDF
    • List Icon Sending reports as Emails
    • List Icon Viewing the Company Snapshot