QuickBooks Online Training and Accounting Firm Cloud Conversion Program

Whether you are looking for one on one training or group lessons, on site or virtual, we can create a custom designed learning program for you and your team. From small businesses starting out to accounting firms wanting to change their processes we have a package for you.

Business - Basics Business - Advanced Accounting & Bookkeeping Firms
$5,500/person or $4,500/person with 3 or more registered $5,500/person or $4,500/person with 3 or more registered $15,000/employee or $50,000/group of five
QBO Setup
  • Chart of Accounts
  • Items
  • Bank feeds

QBO How To

  • Invoicing, Payments Received, Deposits
  • Expenses,  Bills and Bill payments
  • Bank & CC Reconciliations
  • GST/PST filing
  • Finding & Fixing mistakes
  • Inventory management
  • Custom Reports
  • Job Costing
  • Progress Billing
  • Recurring Transactions
  • Customizing forms
  • Budgeting
  • Recording prepaids
  • Audit Log
  • QBOA Setup & ProAdvisor Profile
  • QBO Business Basics
  • QBO Business Advanced

App Training (Pick 3)

  • Receipt Bank
  • Hubdoc
  • Rewind
  • Invoice Sherpa
  • T-Sheets
  • Expensify
  • Wagepoint
  • Payment Evolution
  • Square
  • Plooto
  • Telpay
  • Stripe

App Training (Pick 1)

  • Dryrun (Cashflow)
  • Fathom (KPI)

App Training (Pick 4)

  • Receipt Bank
  • Hubdoc
  • Rewind
  • Invoice Sherpa
  • SaasAnt
  • T-Sheets
  • Expensify
  • Wagepoint
  • Payment Evolution
  • Square
  • Plooto
  • Dryrun (Cashflow)
  • Fathom (KPI)
   

Workflow Optimization Training (Pick 1)

  • Asana
  • Jetpack Workflow
    Customer Onboarding Training - on site with customers
    Best Practices - Onboarding, conversion, workflow

 

Each business program is 21 hours long (3 full days or 6 half days, your choice) and will result in a certificate of completion.

The Accounting program is 40 hours long (5 full days or 10 half days, your choice) and will result in a certificate of completion.

All training is done by Amanda Birch, CPB, Intuit Advanced ProAdvisor

You may be eligible for the Canada-Alberta Job Grant - https://www.alberta.ca/canada-alberta-job-grant.aspx