Skip Main Navigation
Page Content

Save This Event

Event Saved

MSBC Seminar: Quickbooks for Basics and Advanced

Markham Small Business Centre

Thursday, 31 October 2019 from 10:00 AM to 3:00 PM (EDT)

MSBC Seminar: Quickbooks for Basics and Advanced

Registration Information

Type Remaining End Quantity
Seminar Registration 31 Oct 2019 Free   Add to Waitlist

Share MSBC Seminar: Quickbooks for Basics and Advanced

Event Details

Seminar Title: Quickbooks for Basics and Advanced

Mark Friedberg, P.Eng, MBA

Certified Quickbooks Consultant @ Cognovative Business Services Inc.

Certified QuickBooks ProAdvisor in Canada for Desktop and Online products with over 175 QuickBooks clients served in dozens of industries over more than 10 years.

Professional Engineer in Ontario with an MBA in finance and economics

Diverse background also includes 19 years with IBM as Project Manager, Product Developer, Systems Engineer, Business Analyst and Business Controls, as well as over twelve years in the Oil/Gas and Standby Power industries

Please note: Quickbook Basic Session and Advanced Session are two separate seminars, the Basic session is from 10am-12pm and Advanced session is from 1pm-3pm. You are welcome to attend both, there will be a lunch break in between from 12pm to 1pm. Lunch will not be provided for these seminars. 

B) Goals and Format

1. To impart the value of running a proper accounting system to manage cash flow, be aware of financial position and direction, encourage best practices, and to be able to use this information to avoid shortfalls and maximize opportunity.

2. To learn the basic features of QuickBooks as a popular system in order to achieve the above goal while minimizing workload and effort.

3. Content is delivered in a classroom environment using an internet connected PC and a projector. Content will be powerpoint, product demo, and discussion.

C) Content – Basic Session (10am to 12pm)

Basic – with Topics

Subect

Format

(includes interactive discussion)

Notes and Talking Points

     

Introduction and Agenda

Powerpoint

About, goals, table of contents

Why run proper accounting/management system

Powerpoint

Cash Flow, HST reporting to management and banks, avoid CRA issues, payroll, avoid duplication of errors and transcription errors, bank reconciliation

Integrated system

Powerpoint

QuickBooks Desktop demo

Reduce error and avoid transcription errors

Cash Flow - receivables

Powerpoint

QuickBooks Desktop demo

Why/How

Cash Flow - payables

Powerpoint

QuickBooks Desktop demo

Why/How

HST reporting and filing

Powerpoint

QuickBooks Desktop demo

Why/How

Payroll

Powerpoint

QuickBooks Desktop demo

Why/How

Manual vs System vs Service

Bank reconciliation

Powerpoint

QuickBooks Desktop demo

Why/How

Best practices

Powerpoint

Daily, weekly, monthly vs once per year.

Cheque printing, online banking in parallel window, etransfer apps

Record keeping

Powerpoint

QuickBooks Desktop or Online demo

Paper vs electronic

Organization

Banking integration

Powerpoint

QuickBooks Online demo

 

Online vs Desktop products

Powerpoint

Access

Security

Backup

Capability


D) Content – Advanced Session (1pm to 3pm)

Advanced – with Topics

Subect

Format

(includes interactive discussion)

Notes and Talking Points

     

Introduction and Agenda

Powerpoint

About, goals, table of contents

Why run proper accounting/management system

Powerpoint

Cash Flow, HST reporting to management and banks, avoid CRA issues, payroll, avoid duplication of errors and transcription errors, bank reconciliation

Lists

Powerpoint

QuickBooks Desktop demo

QuickBooks Online demo

Customers, Vendors, Chart of Acccounts etc

Daily Transactions

Powerpoint

QuickBooks Desktop demo

QuickBooks Online demo

Invoices/collections, vendor bills/payments

Banking integration

Powerpoint

Quickbooks Online demo

 

HST and filing

Powerpoint

QuickBooks Desktop demo

 

Bank reconciliation

Powerpoint

QuickBooks Desktop demo

 

Reports

Powerpoint

QuickBooks Desktop demo

Why Customization

Have questions about MSBC Seminar: Quickbooks for Basics and Advanced? Contact Markham Small Business Centre

Save This Event

Event Saved

When & Where


IBM Innovation Space - Markham Convergence Centre
3600 Steeles Avenue East
Markham, ON L3R 9Z7
Canada

Thursday, 31 October 2019 from 10:00 AM to 3:00 PM (EDT)


  Add to my calendar

Organizer

Markham Small Business Centre

Markham Small Business Centre (MSBC) is an office of the City of Markham in partnership with the Government of Ontario, we are a member of the provincial Ontario Network of Entrepreneurs (ONE).  MSBC provides free and confidential business advice and information to entrepreneurs and small business owners through:

  • Group information/consultation sessions
  • One-on-one appointments
  • Educational seminars
  • Responding to business inquiries

 

Specializing in start-up and early stage growth, on topics such as:

  • Start-up regulations
  • Business planning
  • Marketing research and strategy
  • Understanding business financing
  • Business taxation
  • Youth entrepreneurship grants and programs

 

Let us help your business start or grow: www.msbc.markham.ca | 905-477-7000 x6722 | msbc@markham.ca

  Contact the Organizer

Interested in hosting your own event?

Join millions of people on Eventbrite.

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.