Bookkeeping Fundamentals
The accounting itself, before the software: debits and credits, the trial balance, GST/HST, and what the numbers mean when your accountant asks.
- Level
- Introductory
- Price
- $349
- Length
- See schedule
- Class size
- Max 10
Who this course is for
- New bookkeepers, and owners who have become the bookkeeper by default
- Anyone using accounting software without knowing what it does to the accounts
- People moving into a role where the books are suddenly theirs
What it is built around
Bookkeeping Fundamentals is built around 5 areas: Double-entry basics, Trial balance, GST/HST fundamentals, Reading financial statements, Period-end concepts.
The detailed outline lives in the booking system, not here. Duplicating a syllabus onto a marketing page is how the two drift apart, and a stale outline is worse than a link. The live listing has the current one, alongside dates and pricing.
This page describes the Canadian version. The accounting courses run separately for Canada and the US because the tax and payroll content differs — GST, HST, PST and the CRA remittance cycle here; US sales tax and payroll on the US runs. The software, the workflow and the reports are the same course. Check which run you are booking on the live schedule, or ask us if it is not obvious.
Before and after
There is no prerequisite. This is an entry point into the Accounting sequence, and it assumes no prior knowledge of the material.
The natural next step is QuickBooks Online Part 1, which assumes what this course covers.
Scroll the diagram sideways to see the full path.
Dates and registration
Dates, prices and registration for Bookkeeping Fundamentals are handled in our booking system, which is always current. See the schedule and register. Prefer to talk it through? Contact us and we will help you pick the right level.
What comes with it
- 90 days of video-library access with the class exercise files
- A free retake for one year
- A class of no more than 10 people
- A certificate of completion
Free guides on this material
If you want to work on some of this before the course — or decide whether you need it at all — start with getting started in QuickBooks Online and Sage 50 compared with QuickBooks Online. They are free and ungated.
Bookkeeping Fundamentals questions
What do I need before taking Bookkeeping Fundamentals?
Nothing. This course assumes no prior knowledge of the material and starts from the beginning, so it is a valid entry point whatever your background.
How much does it cost?
$349 for the public course. Confirm current pricing on the live schedule when you register, since the booking system is the authoritative source and pricing there is always current.
Is it delivered in person or online?
Both, and it is the same course either way. For remote delivery we use software that lets the instructor see every participant’s screen, so if something goes wrong on your machine the instructor sees it rather than waiting for you to describe it.
What if I need to take it again?
You can retake this course free for one year, on every course in the catalog. You also get 90 days of access to the video library covering the material, with the exercise files used in class.
Do I get a certificate?
Yes, a certificate of completion naming the course and the date. It is a PowerConcepts certificate rather than a Microsoft certification exam — the training is good preparation for one, but the exam is booked separately.