QuickBooks Online Training: 1 Day Workshop in Windsor

Schedule

Thu, 27 Nov, 2025 at 09:00 am to Thu, 26 Mar, 2026 at 05:00 pm

UTC-05:00

Location

For more information on venue address, reach out to "[email protected]" | Windsor, ON

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Get confident with digital accounting! Learn to handle your business finances efficiently using QuickBooks Online.
About this Event

Group Discounts:

• Save 10% when registering 3 or more participants
• Save 15% when registering 10 or more participants


Duration: 1 Full Day (9:00 AM – 5:00 PM)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, beverages, and light snacks included


Course Overview

QuickBooks Online Training provides a comprehensive understanding of digital accounting and financial management for small to medium-sized businesses. You will learn how to set up accounts, manage transactions, track expenses, generate reports, and ensure tax compliance — all within QuickBooks Online. This course empowers you to streamline your bookkeeping process, maintain accuracy, and make informed financial decisions with confidence.

Learning Objectives

By the end of this training, you will:

  • Gain confidence in managing all accounting operations through QuickBooks Online.
  • Learn to generate insightful financial and compliance reports.
  • Understand how to automate transactions for efficiency.
  • Develop practical problem-solving skills for common QuickBooks issues.
  • Strengthen your ability to make informed business decisions based on real-time financial data.

Target Audience

Business owners, bookkeepers, and accounting professionals.

Why is it the Right Fit for You:

Our QuickBooks Online Training stands out for its hands-on learning approach, expert trainers, and real-world business simulations. We bridge the gap between theory and practice, ensuring that you can immediately apply what you learn. Whether you’re new to QuickBooks or transitioning from manual bookkeeping, this course simplifies complex accounting concepts into easy-to-follow steps. You’ll also gain valuable tips to improve efficiency, reduce errors, and ensure compliance. This makes it the perfect program for professionals and entrepreneurs aiming to master financial management.

©2025 Catils. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.


Looking to train your entire finance or operations team?

We offer in-house QuickBooks Online Training tailored to your organization’s needs. Our programs can be customized to match your company’s accounting structure, workflow, and reporting requirements, ensuring maximum relevance and impact. Empower your teams to manage your business finances more effectively and accurately — all under expert guidance.

📧 Contact us today to schedule a customized in-house, face-to-face session:


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Agenda
Module 1: Introduction to QuickBooks Online

Info: • Understanding the QuickBooks ecosystem
• Navigating the QuickBooks dashboard
• Setting up company profiles and preferences
• Activity


Module 2: Managing Chart of Accounts

Info: • Understanding account types and structure
• Creating and editing accounts
• Importing and exporting data
• Case Study


Module 3: Customer and Sales Management

Info: • Setting up customers and sales forms
• Creating and sending invoices
• Managing payments and deposits
• Role Play


Module 4: Vendor and Expense Management

Info: • Setting up vendors and recording expenses
• Managing bills and supplier payments
• Tracking recurring expenses and reimbursements
• Activity


Module 5: Banking and Reconciliation

Info: • Connecting bank and credit card accounts
• Categorizing and matching transactions
• Performing bank reconciliations
• Case Study


Module 6: Payroll and Employee Management

Info: • Setting up employee profiles
• Managing payroll settings and tax deductions
• Processing pay runs and payroll reports
• Quiz


Module 7: Reporting and Analysis

Info: • Generating key financial reports
• Customizing dashboards and KPIs
• Analyzing performance through financial data
• Activity


Module 8: Tax Management and Compliance

Info: • Setting up tax codes and rates
• Preparing tax summaries and returns
• Automating tax reporting
• Case Study


Module 9: Best Practices and Troubleshooting

Info: • Common QuickBooks errors and solutions
• Data security and backup practices
• Optimizing QuickBooks for business growth
• Activity


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Where is it happening?

For more information on venue address, reach out to "[email protected]", Ph No +1 469 666 9332, Windsor, Canada

Event Location & Nearby Stays:

Tickets

CAD 513.62 to CAD 673.01

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