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QuickBooks Event Agenda

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Automate your receivables, streamline your payables, put payroll tax and GST on autopilot, and get more time to monitor and manage cash flow.
Hour 1:
Setting up your QuickBooks company
  • Setting up a new company to ensure an efficient accounting environment.
  • Setting up your customer list, vendor list, and product and services lists to streamline later work.
  • Setting up your chart of accounts so that reports are accurate and taxes are correct for quarterly and year end filing.
  • Answering the question that is on everyone’s mind: “Should I be using QuickBooks Desktop or QuickBooks Online?” – A detailed explanation of the pros and cons of each program.   
Automating receivables to make sure that you get paid
  • Make custom professional invoices that your customers will love.
  • Automate invoicing and collection so that getting paid takes less time and results in a higher balance in your bank account.
  • Use features that help you automatically apply payments to open invoices the second that the payment hits your bank account.
  • Track your time and expenses and automatically bill them back to customers.
  • Discover how to use classes, projects, and customers to track the progress and profitability of individual jobs.
Hour 2:
Payables: Organizing your expenses
  • Learn how you can snap a photo and allow a software to automatically input receipts and bills.
  • Use online tools to go fetch your monthly bills and statements.
  • Creating automated approval workflows to authorize bill payments.
  • Why you should be using EFTs, and why you may never need to buy cheques again.
  • Create a searchable document vault to protect your business in the case of an audit.
Shave hours from the time spent reconciling accounts
  • Feed bank activity into QuickBooks so that you don’t have to manually create transactions.
  • Use automatic reconciliation features – yes, they really exists.
  • Learn how algorithms can match transactions in your bank accounts for you.
Hour 3:
More accurate and efficient payroll
  • Automate timecard entry for employee payroll.
  • Put your payroll deductions, filing, and remittance payments on autopilot.
  • Automatically create, send out, and file T4s and ROEs.
Using QuickBooks to measure business performance and make better decisions
  • Customize reports so they provide the information you want, presented the way you want it.
  • Automatically generate reports and have them sent to your inbox on a regular basis so that you can review your business’ performance.
  • Use budgeting software to create a plan for revenues and expenses, and regularly monitor progress toward your goals.
  • See the full picture of your business so that you can maximize the use of available assets.
  • Learn how to use artificial intelligence tools to improve cash flows.
Special Notes:
  • Complimentary breakfast snacks and coffee will be provided. 
  • All attendees will be eligible for discounted pricing on QuickBooks software.
  • Dressing in layers is recommended due to room temperature variations. 
  • You will be notified by email if any changes are made to the workshop (i.e., date, venue, or workshop times). 
  • Walk-in registrations will be accepted as space allows. 
  • Please, no audio or video recording. 

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  • Industries
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