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.

What will you Learn

QuickBooks Desktop Essentials - $275

Essentials QuickBooks - December 14^th, 2019

Essentials QuickBooks – Day 1

QuickBooks Desktop Mastering - $425

Mastering QuickBooks - December 14^th and December 21^st, 2019

Mastering QuickBooks – Day 1

Mastering QuickBooks – Day 2

What will be provided in training

Per attendee
laptop

“Free USB stick with study guides"

Certificate of
completion

Workshop Backpack

Material

Notepad

Pen

Meet your Instructor

Testimonials

I was looking to learn QuickBooks Online for my own business. I took the Hands On training at Fintech under Harsh and I must say I am able to manage my books by myself. Thank you, Harsh. Harsh took time to answer all questions and he is thorough with QuickBooks.
Jane Hood, Belleville
QuickBooks Online training provided by Harsh at Fintech is simply fantastic. He is really knowledgeable and the topics covered were all valuable. He covers the areas that are used in day-to-day bookkeeping and is very helpful in my work. I was so confused about Sales tax, Payroll functions in QuickBooks Online. Harsh made them all clear. Thanks, Harsh.
Robert Williams, Cambridge
I attended the March 2018 workshop for QuickBooks Desktop provided by Harsh and it has helped me in my everyday QBooks Usage. Harsh is a great trainer and he is dedicated to training. With the hands on experience I have learned a lot. He is also accessible after training. Thanks, Harsh.
Angela Marie, Etobicoke

More Testimonials

Training Center

Location 1:

250 Yonge Street, Eaton Center,
Toronto, ON - M5B 2L7.

Location 2:

2680 Matheson Blvd E #102,
Mississauga, ON - L4W 0A5

Why get QuickBooks training from us

Training provided by Experienced QuickBooks Experts

Simply put it this way, our trainers are the best for QuickBooks. They know QuickBooks in and out. They are professional and industry experts. You can bank on them for QuickBooks knowledge.

Theoretical and Hands-On Training

We have learned students are able to learn so much more when they listen in and perform live examples in class. Our approach is to provide you in-class hands on experience which you may require during your daily QuickBooks functions.

Learn QuickBooks with Confidence

With hands-on practical experience in-class, students will also be provided with learning material, free trial run software for practice.Certification of completion will be provided.

QuickBooks or Accounting Inexperience? Can I do?

Yes, you do not need to be an accountant or QuickBooks experienced to take our classes.Our trainers will make your QuickBooks learning easier. Come to us and we will teach you QuickBooks, the right way.

More reasons to get trained from us

We provide high quality learning courses for QuickBooks to help you learn the skills needed to achieve your goals.
Our courses are not just tutorials; they are real. They include lessons, exams, assignments, discussion boards and an instructor to help you master the learning outcomes.Businesses have failed the switch to QuickBooks Online, due to improper planning and lack of understanding the process.

We understand it’s not easy to switch your business accounting from one system to another.
You decide your training, we are flexible.
Your questions answered. We will be right with you to during your training, providing you complete satisfaction.

Introducing QuickBooks, Setup your Company and Chart of Accounts

QuickBooks and its Versions
Creating a New Company File with Step-by-step guide
Navigating within QuickBooks
Layout and Design

Understanding Accounting, Customers and Vendors

Setup Chart of Accounts (Add / Edit / Update)
Creating Sub Accounts
Deleting and Inactivating Accounts
Financial Statements – Overview
General Journal entries

Setting up New Customers and Vendors

Customer / Job Setup
Creating New Customer
Creating a New Job
Creating New Vendor
Deleting / Inactivating Customers or Vendors
Getting around Customer and Vendor layout

Understanding Inventory Setup

Introducing Items types (Service,
Inventory, Non-Inventory)
Item Creation / Edit / Update
Merging of Items
Working with Sub-Items
Defining Units of Measure

Daily Transactions

Sell: Creating Estimating / Invoices / Sales Receipts / Receive Payments / Record Deposits / Credit Memos / Customer Statements
Buy: Purchase Order / Bills / Paying Bills / Credit Memos / Bills vs. Receipts / Writing Checks
Recording Credit Card transactions
Managing Petty Cash transactions, Funds transfer
Managing Petty Cash transactions, Funds transfer
Understanding Undeposited Funds

Essentials for Book keeping

Bank Reconciliation and reconciling other accounts (Credit cards)
Locate discrepancies, Online Banking
Generating Sales Tax Reports
Monthly, quarterly, yearly sales tax remittances
Pay Sales tax and reporting
Adjust Sales tax

Introducing Financial Reports

Generating Profit and Loss / Balance Sheet reports
Customizing Reports (Date range, Fields, Column Sorting)
Exporting Reports to Excel / PDF
Sending reports as Emails
Viewing the Company Snapshot

Company Setup

QuickBooks Online and its Versions
The Gear, Dashboard and Left Icon bar.
Billing and Subscription
Sales Tax Setup

Chart of Accounts

What is account “Account Type” and “Detail Type”?
Understanding and Creating Chart of Accounts
Edit / Update / Delete Chart of Accounts
Online Banking Setup

Items & Accounts

Creating Inventory Part items
Linking COGS, Income and Asset accounts to Items

Vendor Transactions

Purchase Order
Bills
Pay Bills

Customer Transactions

Estimates
Invoicing
Receive Payments
Record Deposits

Banking Transactions

Receipts (Debit and Credit Card transactions)
Transfer of Funds
Receipts (Petty Cash)
Making Credit Card Payment

Bank Reconciliation

Before Reconciling
After Reconciling
Reconciliation Summary Report
Reconciliation Detailed Report

Sales Tax Transactions

File Return
Tax Agency Detail Report
Sales Tax Journal Entry Transaction
What is GST / HST Suspense account?

Connect Your Bank and Credit Card Accounts

What accounts can be linked
How Linking works?
How to add transactions to QuickBooks Online?

Reports

Set up and Pay Employees

Setup employees and payroll Items
Setup earnings, deductions, WSIB
Process Paychecks
Modify Paychecks
Pay payroll tax liabilities
Prepare tax forms (T4, ROE)
Export payroll data to Excel.

Advanced Reporting

Using Memorized Reports
Using Filters to generate reports
Save customized reports and create Memorized report groups
Accounts Receivables and Accounts Payable Aging Reports
Sales by Customer / Item

Advanced Features

Single User – Multi User
Update QuickBooks
Tailor Company Preferences
Find transactions QUICKLY!
Customizing Forms
Understanding advanced features in Customer Center
Understanding advanced features in Vendor Center

Special Transactions

Apply discounts and write-offs to open invoices.
Apply credits to Bills
Void vs. Delete a check
Enter customer down payment / deposits

Security and Data Management

Create Multiple Users
Assigning rights
Backup Schedules
Audit Log

Workshop Review

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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?

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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.

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

Hands on approach and discussion with other participants.

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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.

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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.

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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.

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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.

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

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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.

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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.

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Workshop Review

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

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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?

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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.

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

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

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

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

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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?

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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.

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My name is Harsh.

I am the primary instructor at Fintech Integrated Solutions for QuickBooks Workshops.

I am a Certified QuickBooks Pro-Advisor and Certified Cloud Pro-Advisor for QuickBooks Desktop and QuickBooks Online.

I carry more than 20 years of experience in field of training and have trained more than 2000 students in various accounting softwares.

I am passionate about providing training and helping students achieve their goals.

I’m looking forward to working with you in the workshop.
Ask me anything about QuickBooks and I will be pleased to assist you.

Workshop Review

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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.

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Just Right

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

Hands on approach and discussion with other participants.

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

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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.

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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.

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Workshop Review

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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.

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

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

Hands on approach and discussion with other participants.

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

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

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

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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.

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

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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?

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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?

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What will you Learn

QuickBooks Desktop Essentials - $275

Essentials QuickBooks – Day 1

QuickBooks Desktop Mastering - $425

Mastering QuickBooks – Day 1

Mastering QuickBooks – Day 2

What will be provided in training

Per attendee laptop

“Free USB stick with study guides"

Certificate of completion

Workshop Backpack

Material

Notepad

Pen

Have questions about the class?

Meet your Instructor

Testimonials

Jane Hood, Belleville

Robert Williams, Cambridge

Angela Marie, Etobicoke

Training Center

Location 1:

Location 2:

Why get QuickBooks training from us

Training provided by Experienced QuickBooks Experts

Theoretical and Hands-On Training

Learn QuickBooks with Confidence

QuickBooks or Accounting Inexperience? Can I do?

More reasons to get trained from us

Introducing QuickBooks, Setup your Company and Chart of Accounts

Understanding Accounting, Customers and Vendors

Setting up New Customers and Vendors

Understanding Inventory Setup

Daily Transactions

Essentials for Book keeping

Introducing Financial Reports

Company Setup

Chart of Accounts

Items & Accounts

Vendor Transactions

Customer Transactions

Banking Transactions

Bank Reconciliation

Sales Tax Transactions

Connect Your Bank and Credit Card Accounts

Reports

Set up and Pay Employees

Advanced Reporting

Advanced Features

Special Transactions

Security and Data Management

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?

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?

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

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?

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

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?

Per attendee
laptop

Certificate of
completion