Join us online for Part One of this hands-on group session and learn:
- Navigating QuickBooks™ Online
- Basic set-up & preferences
- Chart of Accounts vs Products & Services
- Set up Sales Tax (GST) & calculate your remittances
- Sales: create new customers, create sales receipts & invoices, receive customer payments
- Invoice & Sales Receipt "sent/read" activity records
- Customize sales forms
- Edit default email messages
- Create Accounts Receivable (A/R) & Collections reports
- 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.*