Accounting Firm Training Course


One-on-One & Group Class Room Instruction - Quickbooks Online


Full Package - $6,000 per employee (exc. GST) - Duration 6-8 weeks (26 Hours)

Maximum 6 Students per session

After completion of the course outline below staff will be able to do monthly bookkeeping for clients in Quickbooks Online as well as be able to use the apps and app workflows taught in this course. Staff will also be able to support and train their clients on the usage of some of these apps to create efficiencies. Staff will have the theoretical knowledge to take the Quickbooks Online Advanced Certification Exam as well as do the Receiptbank & Plooto certifications. 

* Please note that a certificate of completion will be issued upon the completion of this course. This does NOT guarantee the successfull outcome of the above exams and certifications.

Session 1: Quickbooks Online Advanced Training (4 hours) - After session 1 staff will have advanced skills to navigate Quickbooks Online and set up various industries and reporting requirementss and job costing/time and billing

  • Training on Quickbooks online inventory 

  • Training on Quickbooks online multicurrency module

  • Training on Quickbooks Online reporting

  • Training on Quickbooks Online classes and locations

Session 2: App Training - ReceiptBank (3 hours) - After session 2 staff will have advanced skills to navigate ReceiptBank and train clients on basic usage

·         Training on Tips and Tricks for ReceiptBank

·         Training on ReceiptBank GST & split transactions

·         Training on admin/user permissions 

·         Training on best practices for uploading documentation

·         Training on CRA electronic documentation storage requirements

·         Actual client set up - if available

Session 3: App Training - Plooto, Rewind, Cloud Payroll (3 hours) - After session 3 staff will have advanced skills to navigate Plooto (electronic payments app) and train clients on basic usage and also understand Quickbooks Online backup options. Staff will also have skills to navigate Quickbooks Online Payroll as well as optional payroll apps such as Payment Evolution 

·         Training on Tips and Tricks for Plooto and other electronic payment apps

·         Training on admin/user permissions 

·         Training on best practices for security 

·         Training on backup options for Quickbooks Online

·         Training on Quickbooks Online payroll

·         Training on admin/user permissions 

·         Training on Payment Evolution - company & employee set up, payroll processing etc.

·         Import of timesheets training

Session 4: Customer Onboarding Training (6 hours) - After session 4 staff will be able to work with clients and assist clients in implementation and set up of above apps. This is 2 practical sessions training staff and firms' clients on onboarding

·         Training on best approach to have cloud and conversion conversations with clients

·         Training on the benefits to the firms' clients of the above apps

·         Training on assisting clients with Quickbooks Online questions and app set up

·         Training on identifying client pain points and solutions


Session 5: Workflow Optimization Training (6 hours) - After session 5 staff will be able to troubleshoot client files and optimize workflows - this will be broken into 2 sessions of 3 hours each. This session brings Sessions 1-3 together in a practical workshop style environment

·         Training on Quickbooks Online problem areas

·         Training on client specific pain points

·         Training on more efficient client file processing 

·         Training on correct app workflows - directional data flow

·         Training on integration of apps with Quickbooks Online

·         Training on processing Quickbooks Online through the feeds

·         Training on reconciliation troubleshooting

·         Training on Quickbooks Online GST

·         Training on Quickbooks Online Accountant toolbox - batch data processing, audit trails etc.

Session 6: Best Practices Training - Onboarding & Conversions (4 hours) - After session 6 staff will be comfortable to do conversions from other software to Quickbooks Online as well as understand best practices when onboarding a new client in their Quickbooks Online files

·         Training on timing of conversions and onboarding

·         Training on onboarding checklist (Accounts Payable/Receivable, Stale dated cheques, Gst issues with conversions, company file set up, customizations & defaults)

·         Training on file clean up before conversions

Full Day customized training- $4,000 per day (exc. GST)

·         Maximum 10 students per session. 

 For further information:

  • Call: 780-914-8676

  • Email: