QuickBooks® Training Modules

Q.A.T. Business Services is pleased to offer an online training program for QuickBooks® bookkeeping software.

The entire program is modularized because some of our clients want to select the modules that meet their specific needs. Other clients want a full understanding, so they attend every module. Either way you go, please respect the prerequisites - they make sure you have the appropriate background before attending a module.

Send an e-mail to to let us know which module and date/time you want to attend. The schedule is at http://qatBusinessServices.com/training/schedule.html.

The following list illustrates both where we are and where we're going. If a link is provided, the module is now available. Click the link to view the details. For those modules that don't have links, visit this page again to see what's new.

It Starts With a Tiny Drip

QB001 — QuickBooks® Demo is a demonstration of QuickBooks® data entry and reporting capabilities, which will help you decide whether QuickBooks® is suitable for your business environment. This module is taught by an experienced bookkeeper who does not gain from the sale of QuickBooks®. Please note that this is not a “how-to” or “hands-on” module.

QB002 — How to Get from Here to There shows how to navigate to the various input windows, centres, lists, templates, and reports; how to find transactions; and how to use the built-in help facility.

QB003 — Workflow Overview explains typical bookkeeping workflow as implemented in QuickBooks®, focusing on what needs to be done and in what order, rather than how to do the tasks. It is a bird's-eye view rather than an in-depth study.

Get Your Feet Wet

QB011 — Buying Basics shows how to enter a “pay now” purchase that does not go through accounts payable. This is an introductory level module – the follow-on module, QB021, provides more detail.

QB012 — Selling Basics shows how to enter a “pay now” sale that does not go through accounts receivable. This is an introductory level module – the follow-on module, QB022, provides more detail.

QB013 — Accounts Payable Basics shows how to enter a “pay later” purchase and its subsequent payment. This is an introductory level module – the follow-on module, QB021, provides more detail.

QB014 — Accounts Receivable Basics shows how to enter a “pay later” sale and its subsequent payment. This is an introductory level module – the follow-on module, QB022, provides more detail.

QB015 — Banking Basics shows how to reconcile bank and credit card accounts when the statements are received. This is an introductory level module – the follow-on module, QB023, goes into more detail.

QB016 — Payroll Basics shows how to run a payroll (both scheduled and unscheduled). This is an introductory level module – the follow-on modules, QB024 and QB025, provide more detail.

QB017 — Inventory Basics shows how to receive items into inventory and how to record manufacturing assembly. This is an introductory level module – the follow-on module, QB026, goes into more detail.

Let It Pour

QB021 — Buying covers purchase transactions and accounts payable in depth, including setting up vendors and using purchase orders.

QB022 — Selling covers sales transactions and accounts receivable in depth, including setting up customers, billing for time and disbursements, using quotes and sales orders, charging interest on overdue accounts, and generating customer statements.

QB023 — Banking covers banking in depth, including customer payments, transferring funds between accounts, and using online banking to assist with reconciliations.

QB024 — Payroll Schedules & Items shows how to create/edit multiple payroll schedules and create/edit payroll items. More time is spent on payroll items than on schedules because it is a more complex topic.

QB025 — Employees, Liabilities, & Year-Ends shows how to pay payroll liabilities, hire/terminate employees, and conduct a calendar year-end as per CRA requirements. ROE's and T4's are covered in this module.

QB026 — Inventory covers all inventory-related topics in depth, including inventory items, purchase orders, receiving, shrinkage, and manufacturing.

QB027 — Sales Tax shows how to set up tax codes and pay sales tax liabilities.

QB028 — Fixed Assets shows how to use QuickBooks'® built-in fixed asset management features.

QB029 — Foreign Currencies shows how to buy, sell, borrow, and lend with non-Canadian currencies.

The Flood Waters are Rising

QB051 — Chart of Accounts shows how to create, delete, and merge general ledger accounts; map accounts to GIFI, and set default sales tax codes. It also compares the QuickBooks® account types to the sections included on standard financial statements.

QB052 — Customizing Forms & Reports shows how to format invoices, purchase orders, pick lists, and other source documents.

QB053 — Administration shows how to set defaults and preferences, grant/restrict access for users, schedule and verify backups, switch to/from multi-user mode, set a closing date, and edit company information.

QB054 — Working With Your Accountant shows how a bookkeeper and accountant can both work on a company's data file at the same time and how to import the accountant's changes back into the company's data file.

QB061 — Budgeting & Forecasting shows how to create/edit a budget and how to compare budget to actual on reports.

QB062 — Credit Card Processing shows how to process debit and credit card transactions automatically from within QuickBooks®.

QB071 — Non-Profit Edition highlights the features found only in the Premier (Non-Profit) Edition of QuickBooks® and how to use them in a non-profit organization or charity.

QB072 — Contractor Edition highlights the features found only in the Premier (Contractor) Edition of QuickBooks® and how to use them in a job shop or construction company.

QB073 — Manufacturing & Wholesale Edition highlights the features found only in the Premier (Manufacturing & Wholesale) Edition of QuickBooks® and how to use them in a manufacturing or wholesaling company.

QB074 — Accounting Edition highlights the features found only in the Premier (Accountant) Edition of QuickBooks® and how to use them in a bookkeeping or accounting office.

Noah to the Rescue

QB081 — Installation shows how to install QuickBooks® for standalone or remote access.

QB082 — Creating the Company's Data File shows how to create a company's data file for a new or existing company, either from another data file or from scratch.

QB083 — Data Import & Export shows how to import and export data.

QB084 — Tech Talk covers the more technical aspects of QuickBooks®, including backups, data verification, and rebuilding data. This module is for I.T. support staff and others who have a strong technical background.

QB091 — Year-End shows how to successfully close a fiscal period.

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