BOOK CE03 - Quickbooks Level 1 for Quickbooks Online
This introductory QuickBooks Online course is designed for individuals seeking practical, hands-on skills in cloud-based bookkeeping software. Through guided instruction and lab-based practice, participants will learn how to set up a company file, enter, and manage daily transactions, reconcile accounts, and generate essential financial reports. The focus is on applying foundational bookkeeping knowledge to QuickBooks Online in a Canadian context.
This course is ideal for small business owners, nonprofit administrators, or employees responsible for financial recordkeeping who want to build confidence in using QuickBooks Online.
This course is ideal for:
- Small-business owners and entrepreneurs managing their own books.
- Office administrators, coordinators, and assistants who handle financial records or bookkeeping tasks.
- Individuals preparing for bookkeeping or finance roles who are new to QuickBooks Online.
- Anyone seeking a practical, step-by-step introduction to cloud-based bookkeeping.
- Create and customize in QuickBooks Online, including setting up the chart of accounts and tax settings.
- Navigate the QuickBooks Online dashboard and understand how transactions flow through the system.
- Record everyday business transactions — sales, expenses, payments, and deposits — and connect banking data for automatic reconciliation.
- Reconcile bank, credit card accounts, and troubleshoot common issues.
- Generate and interpret key financial reports such as Profit & Loss, Balance Sheet, and Cash Flow.
- Apply best practices for maintaining accurate and up-to-date bookkeeping records.
Duration: 12 hours
Format: Face-to-face, synchronous, computer lab
- Bookkeeping Fundamentals Level 1 & 2 or, demonstrated professional experience in Bookkeeping and/or Finance
- Strong computer literacy and confidence using web-based applications
FAQs and additional information
Note: This course is offered in a computer lab setting, using cloud-based software
Textbook is included in cost and is received on the first day of classes
Withdrawal 7 days prior to course start time: Full Refund
Withdrawal after 7 days: No Refund
Please refer to the Tuition Refund policy.
This policy applies to all students taking credit courses at Yukon University and all noncredit students taking courses through the Continuing Studies division with Yukon University.
BOOK CE03