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QuickBooks online essentials is a one-on-one 3-hour, instructor-led class holding at our Mississauga office. We provide in class hands-on exercises and Certificate of Completion at the end.

MODULE 1: Introduction to QuickBooks Online

  • QuickBooks Online Introduction
  • QuickBooks online versions and features
  • Navigating QuickBooks Online
  • New Company setup
  • Setting up your “chart of accounts”
  • Setting up sub accounts
  • Deleting and Deactivating Accounts

MODULE 2: Sales, Customers, Accounts Receivable, and Invoices

  • Lists overview
  • Setting up lists
  • Sales tax overview
  • Setting up sales tax
  • New Customer setup
  • Deleting Customers
  • Invoicing in QuickBooks
  • Creating invoices that can automatically be emailed to customers
  • Receiving customer payments
  • Recording customer deposits
  • Understanding Undeposited Funds account
  • Recording Sales Receipts
  • Recording customer refunds and credits
  • Creating customer statements

MODULE 3: Expenses, Vendors, Accounts Payable, and Bills

  • Expense workflow overview
  • Vendor setup
  • Enter Bills
  • Pay Bills
  • Debits and other expenses
  • Recording Vendor Credits
  • Accounts payable reporting

MODULE 4: Banking

  • Recording Credit Card transactions
  • Recording Petty cash transactions
  • Recording deposits
  • Funds transfer
  • Bank Reconciliation


  • Preparing common Reports
  • Customizing reports
  • Exporting reports to excel
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