Tired of Scrambling at Tax Time?
Take control of your books with our step-by-step QuickBooks Online training—built specifically for small business owners like you
Sound familiar?
Drowning in Receipts
Shoeboxes full of receipts, invoices stuffed in drawers, and no clear system to track it all. You know there’s a better way, but who has the time?
Tax Season Panic
Every year it’s the same scramble—digging through paperwork, wondering if you’re missing deductions, and hoping you don’t owe more than expected.
No Clear Picture
You work hard, but are you actually making money? Without proper books, it’s tough to know if you’re profitable or where your cash is really going.
Wasting Evening Hours
After a long day at work, the last thing you want is to spend your evening sorting through invoices and trying to figure out QuickBooks.
There’s a Straightforward Solution
Mastering Business Ownership with QuickBooks Online is a practical, no-nonsense training course designed specifically for small business owners.
Learn how to set up and manage your books properly—so you can stop stressing about finances and get back to running your business.
What you’ll learn
Module 1: What Every Business Owner Needs to Know
- Your legal responsibilities (even when you outsource)
- Understanding business structures and compliance
- GST/HST, PST/QST registration requirements
- Record-keeping that protects you from CRA reviews
- Common mistakes and how to avoid them
Module 2: Organizing Your Books
- Building a clean, logical Chart of Accounts
- Structuring for accurate reporting and tax alignment
- Avoiding clutter that costs you time and money
Module 3: QBO New Company Setup
- Setting up your company file the right way
- Configuring fiscal year, tax settings, and closing dates
- Importing data efficiently
- User roles and security setup
Module 4: Getting Around QBO
- Navigating the dashboard and key features
- Understanding the +New button and shortcuts
- Using the Sales and Expenses centres effectively
- Finding reports and managing transactions
Module 5: Customers and Sales – Part 1
- Setting up customers properly
- Creating Products & Services lists
- Invoices vs. Sales Receipts: when to use each
- Understanding Undeposited Funds
- Tracking receivables and unpaid invoices
Module 6: Suppliers and Expenses – Part 1
- Managing supplier information
- Understanding Expenses vs. Bills
- The Accounts Payable process
- Sales tax on expenses
- Setting up for T4A and T5018 compliance
Module 7: Company Activities – Part 1
- Mastering your Chart of Accounts
- Using subaccounts for detailed tracking
- Managing payment methods and currencies
- Keeping your lists clean and organized
Module 8: Banking – Part 1
- Connecting bank and credit card accounts
- Understanding the Banking tab workflow
- Categorizing vs. matching transactions
- Creating rules to automate recurring entries
- Uploading bank data manually when needed
Module 10: Suppliers and Expenses – Part 2
- Processing credit card transactions
- Handling supplier credits and refunds
- Setting up recurring transactions
- Managing supplier transaction history
Module 11: Reporting – Part 1
- Understanding key financial reports (P&L, Balance Sheet)
- Using A/R and A/P Aging reports
- Filtering and customizing reports
- Creating favorites for quick access
- Exporting, emailing, and printing reports
Module 12: Inventory
- Setting up inventory tracking in QBO Plus
- Understanding FIFO costing method
- Using Purchase Orders effectively
- Creating product bundles
- Running inventory valuation and performance reports
Module 13: Reporting – Part 2
- Exploring 60+ available reports
- Summary vs. Detail reports
- Creating Management Reports for presentations
- Customizing reports for specific insights
- Setting up automated report delivery
Module 14: Company Activities – Part 2
- Customizing invoices and sales forms
- Setting up email automation and reminders
- Class tracking for departments or locations
- Creating and managing budgets
- Filing sales tax in QuickBooks
- Understanding journal entries for year-end
Module 15: Projects in QuickBooks Online
- Enabling and setting up Projects
- Tracking income and expenses by job
- Recording time to projects
- Running Project Profitability reports
- Invoicing directly from projects
Module 16: Multicurrency
- Setting up multiple currencies
- Managing foreign customers and suppliers
- Understanding exchange rates and gains/losses
- Handling foreign bank accounts
- Reporting in CAD while transacting globally
Module 17: QuickBooks Online Desktop App
- Installing and using the desktop application
- Working with multiple companies simultaneously
- Using split-screen for efficiency
- Staying signed in for faster access
Module 18: QuickBooks Online Mobile App
- Managing your books on the go
- Creating invoices from your phone
- Recording payments on-site
- Automatic mileage tracking
- Capturing receipt photos instantly
Your Next Steps
- Knowing when to DIY vs. hire a pro
- Understanding diagnostic reviews and support plans
- Cashflow planning with the Cashflow Canvas
- Building your back-office dream team
- Partnering with professionals for growth
You Also Get These Valuable Bonuses
BONUS # 1: 15 Real-World Business Building Modules
Value: $499
Go far beyond QBO software.
These self-paced, expert-led modules guide you through:
- Expense deductions (and what you’ll need to prove)
- Understanding CRA letters & reviews (and how to respond)
- Business banking & credit best practices
- Budgeting and cashflow basics using the Cashflow Canvas method
- Hiring your back office dream team
- Sales tax code clarity (exempt, zero-rated, out of scope)
- Plus: Common business mistakes and how to avoid them
…and many more — designed to help you run a smarter, cleaner business.
BONUS # 2: Downloadable Resources You’ll Actually Use
Value: $375–$735
Plug-and-play templates, checklists, and logs — ready for CRA audits, contractor onboarding, cashflow planning, and more.
Includes:
- CRA audit-proof receipt checklists
- Vehicle mileage logs
- HST number verification tracker
- Budgeting worksheets
- Contractor vs. employee test toolkits
- Post-course action plan for working with a pro
BONUS #3: Printable Workbook + QBO Student Guides
Value: $677
Course Companion Workbook (Value: $397 CAD)
A 60+ page printable workbook that follows all 18 lessons.
Includes summaries, mindset shifts, self-checks, and note space to help you apply what you learn.
- Follow along as you go
- Build confidence and clarity
- Print it to take notes as you work
Official QBO Student Guides (Value: $280 CAD)
14 step-by-step PDFs created by Intuit, covering core QuickBooks workflows with screenshots and easy
instructions.
- Visual, hands-on learning
- Perfect for real-time use or review
- Great to keep on hand post-course
WHY THIS COURSE WORKS
Practical & Focused
No fluff or generic advice—this is designed to get you up and running with real-world systems
that work.
Learn at Your Pace
Short, focused lessons you can watch between meetings or in the evening. No need to block off entire days for training.
Access Anywhere
Watch on your phone, tablet, or computer. Learn from the office, home, or on the go.
Lifetime Access
Come back and review anytime you need a refresher. The course is yours to keep forever.
Course Details
What's Included
18 comprehensive lessons covering everything from setup to tax preparation, with step-by-step video lessons, downloadable checklists, and practical examples from real businesses. Plus three valuable bonus packages worth over $1,551.
Time Commitment
Self-paced video content broken into bite-sized lessons. Most people complete the course in 2-3 weeks working at their own pace.
Requirements
You’ll need a QuickBooks Online subscription (starting at $30/month). The course works with all QBO subscription levels.
Support
Stuck on something? You’ll have access to course resources and support to get your questions answered.
Stop Stressing. Start Managing.
Get the bookkeeping skills you need to run your business with confidence. No more tax-time
panic, no more guessing if you’re profitable, no more wasted evenings sorting paperwork.