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QuickBooks Training for Professional Services

Plan QuickBooks Online training focused on billing and reporting for service businesses. Discuss your goals and workshop scope with Power Concepts.

By Power Concepts. Course sources reviewed .

Match QuickBooks training to a professional-services process

Professional-services teams may need customer billing, vendor review, budgets or project reporting. Select the course by the responsibility and the actual QuickBooks Online features used, not only by industry.

An illustrative practice exercise

Illustrative exercise: a fictional engagement records an approved service invoice, a related cost and a payment, with a project reference where the subscription supports it.

  1. Trace the source documents.
  2. practise the authorised workflow.
  3. inspect customer and project reports for the agreed period..

Check the result

Check that hours, invoices and collections are not treated as the same measure. Keep pricing and accounting policy supplied by the responsible owner.

Confirm the right training scope

Compare the two public outlines and confirm practice access. A migration, cleanup or implementation should be separately scoped from staff skills training.

Related options: QuickBooks Online Part 2 Course; Corporate training; Excel skills assessment.

Compare the published course pathways

These public outlines are starting points for the skills discussed above. A role-specific example or requested workshop topic is not automatically included in every public session. Check the outline and confirm any must-have requirement before booking.

QuickBooks Online Part 1

Learn QuickBooks Online from company setup through everyday bookkeeping and reporting. Part 1 introduces customers, vendors, transactions and reconciliation, with further coverage of payroll setup, inventory and customised reports.

Listed duration: 12 hours

  • Navigate QuickBooks and set up a company file
  • Manage customers and vendors
  • Record transactions
View dates and fees

QuickBooks Online Part 2

Build on QuickBooks Online fundamentals with more involved financial workflows. Part 2 covers payroll, inventory adjustments, year-end reports, budgets, project tracking and job costing.

Listed duration: 12 hours

  • Manage payroll workflows
  • Track and adjust inventory
  • Prepare year-end reports
View dates and fees

Discuss your training needs

Send the work task, learner count and software version. Power Concepts can confirm whether a public course or a scoped workshop is suitable, along with availability and a written quote.

Prepare an email enquiryCall 1-877-954-8433

Your email app opens with a draft for you to edit and send. No information is submitted by this page. You can also email info@powerconcepts.ca directly.

Sources and booking details

Practice scenarios on this page are illustrative. Fees, dates, delivery arrangements, feature availability and custom scope must be confirmed for your booking.