QuickBooks™ Online for Beginners - Part 1

1 hour, 30 minutes
Weekly
Join us online for Part One of this hands-on group session and learn:

  1. Navigating QuickBooks™ Online
  2. Basic set-up & preferences
  3. Chart of Accounts vs Products & Services
  4. Set up Sales Tax (GST) & calculate your remittances
  5. Sales: create new customers, create sales receipts & invoices, receive customer payments
  6. Invoice & Sales Receipt "sent/read" activity records
  7. Customize sales forms
  8. Edit default email messages
  9. Create Accounts Receivable (A/R) & Collections reports
  10. Add new users and set user permissions, give your accountant access, back-ups

We'll use the QuickBooks™ Online "test drive" file to enter some pretend transactions, so don't worry if you don't have a paid copy of QuickBooks™ Online yet.

We'll send you the zoom link and session notes to print out in advance. Other than that, you'll need a good internet connection and 1.5 hours to focus on learning. A web-cam is not required but it'll make asking questions a bit easier for you.

*The session will be recorded but it will NOT be available to view afterwards. Please be sure you attend the class at your scheduled time.

* If you're interested in this class but there are no available dates, please call us at 403-464-6123 to discuss the options.*

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