Western Canada Training





Calgary QuickBooks Training Vancouver QuickBooks Training Winnipeg QuickBooks Training Saskatoon QuickBooks Training
Edmonton QuickBooks Training Abbotsford QuickBooks Training Brandon QuickBooks Training Regina QuickBooks Training
Lethbridge QuickBooks Training Kelowna QuickBooks Training Steinbach QuickBooks Training Prince Albert QuickBooks Training
Red Deer QuickBooks Training Kamloops QuickBooks Training Morden/Winkler Intuit Training Moosejaw QuickBooks Training
Medicine Hat QuickBooks Training Chilliwack QuickBooks Training
Airdrie QuickBooks Training
See our list above for upcomingQuickBooks Tutorial Training Classes & Courses we offer in Western Canada. You can also search courses by province of Alberta, British Columbia, Manitoba, and Saskatchewan.

Western Canada QuickBooks Training Courses & Classes

Dymas Services provides classroom training for small and large groups, one-on-one QuickBooks training in your home or office, as well as online training. We offer training courses in Western Canada in the provinces of Alberta, British Columbia, Saskatchewan, and Manitoba for QuickBooks Pro software, QuickBooks Online, and other versions of QuickBooks such as Enterprise. Our training classes for QuickBooks accounting software covers the following material:

  • Introduction to Quickbooks 2015
  • Navigating through Quickbooks 2015
  • Creating/entering a QuickBooks company
  • Setting up preferences in QuickBooks
  • Setting up income & expenses accounts
  • Providing income details
  • Entering opening balances
  • Using QuickBooks lists
  • Using bank account registers
  • Entering a handwritten cheque
  • Transferring money between accounts
  • Reconciling chequing accounts
  • Using other account types in QuickBooks
  • Tracking Credit Card Transactions
  • Working with asset accounts
  • Setting up accounts for fixed assets
  • Working with Liability accounts
  • Depreciating and selling fixed assets
  • Understanding equity accounts
  • Using sales forms in QuickBooks
  • Filing in a sales form/Memorizing a sale
  • Entering a new service item
  • Using multiple price levels
  • Using statements to bill customers
  • Recording customer payments
  • Making deposits
  • Handling bills in QuickBooks
  • Using QuickBooks for accounts payable
  • Entering bills/paying bills
  • Reports and graphs for understanding the business
  • Creating quick reports
  • Creating and customizing preset reports
  • Saving report settings
  • Printing reports
  • Exporting reports to Microsoft Excel
  • Creating Quick Insight graphs
  • Turning of the inventory feature
  • Entering products into inventory
  • Ordering products
  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory
  • Overview of sales tax in QuickBooks
  • Setting up your taxes
  • Creating jobs and estimates/creating multiple estimates
  • Creating an invoice from an estimate
  • Displaying reports for estimates
  • Updating job status
  • Tracking time/Invoicing a customer based on time
  • Displaying project reports for time worked
  • About QuickBooks forms
  • Customizing invoices
  • Designing custom layouts for forms
  • Using QuickBooks letters

QuickBooks Course Levels

Dymas Services offers a level 1 and a level 2 Intuit QuickBooks tutorial training course. Level 1 is a course for beginners. Many people who take level 1 QuickBooks course follow with Level 2 Quickbooks course.

Contact Dymas Services Ltd. about QuickBooks Courses

Tuesday, June 16, 2015

Online QuickBooks Training in you Underwear? Why Live Workshops are Better for Canadians

Why can't we find a good QuickBooks training class in our city these days? Over the past five years, it seems many of the large companies have resorted to online QuickBooks training courses in Canada. Is this from a lack of demand? Do people prefer taking these QuickBooks courses on their laptops and work computers rather than going to a live class?

The fact of the matter is that the reason big companies have made the switch from live QuickBooks classes to online classes is solely convenience for the training company. Small business owners and anyone else signing up for QuickBooks training courses prefer live workshops, but the training companies have a hard time finding qualified trainers to teach, especially ones who are willing to travel. 


Online vs. Live: Why Live Classes are Better For You

Many people still prefer live classroom training for obvious reasons. Yes, you have to get yourself out of bed and to the classroom, but there are many pros that outweigh the cons when deciding to take QuickBooks classes in a live workshop. 

1. Small Business Networking

Each live QuickBooks training course typically has 10 to 20 people attending. These workshops are 2 days with plenty of opportunity for chit-chat with the others in your class. You'll find other service providers that may be a match made in heaven for your business. For the networking alone, the live classes are worth it. 

2. Prices are the Same Anyways

Have you seen the prices for online QuickBooks training classes lately? You'd think with the lower overhead these training companies would pass some of the savings on to you, but this is just not the case. There is no setup for the QuickBooks software instructor, no travel, no costs at all besides the software to run the online classes. You clearly get more for your money by attending live QuickBooks workshops. 

3. Meet Face to Face with the QuickBooks Trainer

In live classes, you have question periods and short breaks that give every attendant an opportunity to talk face to face with the QuickBooks ProAdvisor leading the class. No one can argue that you get the same attention in an online course. 

4. Live Events are ALWAYS More Memorable

Its common sense that you will be able to focus better and retain more information at a live class than taking an online course for QuickBooks. At a live class, there are less interruptions and distractions, and it has a more formal feel than sitting in front of your computer with the kids screaming in the background. 

If you haven't figured out already, we provide Live QuickBooks classes in Western Canada, and we know you will enjoy attending. If you are considering taking a QuickBooks class, we'd encourage you to our consider Live QuickBooks Workshops in Alberta, British Columbia, Saskatchewan, and Manitoba Canada. We hope to see you there. 


Publisher: Dymas Services Ltd. - 10:44 AM Tuesday, June 16, 2015

Is QuickBooks easy to learn? Let the results speak for themselves.

If you like to learn about QuickBooks, you are most likely a self employed business person or aspiring bookkeeper looking to increase your chances at a new bookkeeping or accounting job. The truth is, QuickBooks can take even the brightest accountants up to a year to learn. In QuickBooks, you can use the program for simple tasks such as recording and expenses, and you can complete more complex texts such as depreciation schedules and accumulated amortization.

Some Common QuickBooks Tasks from Easy to Difficult

Easy QuickBooks Tasks Intermediate Tasks Difficult Tasks
Entering Bank Charges GST Sales Tax & ITC’s Year End Entries
Writing Cheques Reoccurring Transactions Journal Entries
P&L Statements Discounts Inventories
Balance Sheets Payroll Financial Data Analysis
Expense & Income Accts. Mileage & Time Tracking Progress Invoicing
Invoices & Bills Custom Invoices & Forms
Creating Receipts

On the flip side, the user interface is user friendly and relatively easy to learn. When we train clients as private trainers in their home or office, we suggest at least four sessions. These sessions are usually 4 to 8 hours and go over level 1 and level 2 QuickBooks training courses

when it comes to learning new tasks in QuickBooks, repetition is the key. making the same entries each month will make it easier to learn for the beginner and for the more advanced user. The most difficult part of learning QuickBooks is typically your end in entries & preparing the corporates taxes based on the QuickBooks data.

The basics of reconciling bank accounts and credit cards and beginner and journal entries are surprisingly easy to learn. These are the fundamentals of QuickBooks. classroom education is important when it comes to learning QuickBooks. The reason is because you are around others that want to learn as well. You will retain more information in a classroom setting then watching training videos or researching QuickBooks on Google. 

In the classroom setting, there are fewer distractions and more interaction. To make a long story short, learning QuickBooks takes a lot of hard work but can be done by just about anyone if they put their mind to it. You will have to learn accounting terms and stretch your abilities in math, but it is not impossible.

If you have the desire to learn QuickBooks, we invite you to come to our QuickBooks Training Classes or contact us about our private QuickBooks Training. Dymas Services Ltd. has years of experience in training, Calgary bookkeeping, and income tax preparation. Give us a call today.

Find Out How Easy it is to Learn QuickBooks. 
Call (403) 991 3091

Publisher: Dymas Services Ltd. - 10:07 AM

Learn 10 most used QuickBooks windows by accountants

Want to learn how to use QuickBooks just like an accountant would use it? Yes, so many Canadian small business owners and bookkeepers have questions about QuickBooks that they would like answered. If you're new to QuickBooks, you may want to check out our Calgary QuickBooks training Courses  where we go over this and more information. Once you've been using QuickBooks for years, you'll notice that there are only several QuickBooks functions that are used the most. Today will look at a snippet from our Edmonton QuickBooks Training workshop itinerary and see which QuickBooks Windows Are used most by accountants and why.

1. The Accountant's Copy Transfer Window

Most accountants are working with accountants copies. these are QuickBooks files that have all the entries made and are waiting for the accountants to make the year end entries. Accountants use QuickBooks differently than a bookkeeper would use QuickBooks, because a bookkeeper enters the day today entries and financial records into QuickBooks using write checks window under the banking menu on the top menu bar. Some bookkeepers will also use the batch enter transactions window under the accountants menu bar. This is only available on the accountants version of QuickBooks. Bookkeepers also enter invoices and bills incurred throughout the year. 

To create an accountant's copy of the QuickBooks file, you will need to click File on the top menu and go to send company file. hover over accountant's copy and then click Open and convert transfer file.this will bring you to the open and convert accountant's copy transfer file window. This is what accountants use to transfer accountants copies and open new accounts and copies of QuickBooks files. Please see pictures for more information.

2. Tax Summary, Balance Sheet, & Profit & Loss

When an accountant receives the accountant's copy from the company or from the bookkeeper, typically the first place they will look is the reports menu bar to check the profit and loss statement and the balance sheet. Another common a report accountants will check first before anything when they receive their accountant's copy of the company QuickBooks file is the income tax summary, which can be found under the reports section of the menu bar under accountant and taxes right at the very bottom of the menu. The tax summary report will give much the same information as a balance sheet and a profit and loss statements, but the income tax summary report include the tax code mapping for where to enter income tax deductible expenses, assets, depreciation, and the income on to the tax return. This will be the most used statement by accountants because this is the information that will be going on the tax return. They will be checking this report to make sure it balances with everything.

Now let's take a look at how to access the profit and loss and balance sheet statements. first, click on reports and hover over company and financial. The profit and loss standard statement is located right at the top. click on it.

To get a tax year summary report, click on dates and select last fiscal year.

You may also want to customize reports in order to show the previous year profit and loss so that you can mash income and expenses. This is done by clicking customers report just under the icon bar on the left hand side. Click Customize report and at the bottom under add some columns for checkmark previous year. This will show the previous year's income and expenses.

to see the balance sheet, select reports hover over company in Company & financial, and just below half way you will see balance sheet standard. Click on that.

To find the tax summary report, click reports and have her over accounting and taxes. select income tax summary second from the last on the drop-down menu.

3. Chart of Accounts 

The next most important window for an accountant in QuickBooks is the chart of accounts. the chart of accounts is an excellent way to find out what is exactly in each account and if there are any accounts that looks out of place. For starters, an accountant will make sure that the bank's balance matches the QuickBooks accounts. if no further entries are made in the QuickBooks file after the end of the tax year, the chart of accounts is an excellent and easy way to check balances on multiple accounts. Accountants will also look into cash clearing accounts, sometimes otherwise known as shareholder clearing accounts, petty cash accounts, or cash accounts. this is an important account because these are expenses paid for by the shareholder and not the company. The accountant will also look at assets to see if there have been any new additions in the year, or to see if anything has been sold that was in the capital accounts during the year. The accountant will also check to make sure that the income is correct for the year, and the expenses. some accountants may check last year's tax return to make sure that expenses are written off in the same way they were the previous year and to make sure that depreciation is written off correctly as well. It's always a good idea to give your account since the previous years tax return so that they can understand how things were done previously and how they should be done going forward.
the chart of account is easy to find. Just click lists on the top menu and select chart of accounts. You can also hold down CTRL and press A to go to the chart of accounts quickly.in the chart of accounts, you will find assets listed first, followed by liabilities and equity, and then the income, cost of goods sold, expenses, other income, other expenses, and none posting items.

4. General Journal Entries

The accountant will also use general journal entries to make your end entries into QuickBooks so that everything matches the tax return. This includes entering depreciation expenses, accumulated depreciation, and taxes incurred relating to federal and provincial income tax.  there maybe a year end expenses or income that should be entered into the next year depending on the method of accounting your company uses. The accountants may use general journal entries to carry these amounts forward or back.

to make a general journal entry in the accountants version of QuickBooks, you can click accountant and go down to make general journal entries. If you do not have the accountants version of QuickBooks, you can access the general journal through the company button on the menu.

5. Employee Center

Accountants use the employees window in QuickBooks quite often as well. The employee center tells how much income tax has been deducted and CPP and EI have been paid per employee and what the gross pay has been. The accountants may need to file t4 and t5 to the employees or shareholders of the company. the employee center window in QuickBooks will be used to access this information for each employee.

The employee center can be accessed in QuickBooks under the employees menu. Is the first option on the menu.

6. Inventory Center

If your business is a product based business, the accountant will need to look at the inventory held by your company. The accountant will use the inventory center window, which is located under the vendor menu in inventory activities. They can also access information related to inventory is under the reports menu under inventory. Your accountant will need to report what the inventory was at the beginning of the year and what the inventory was at the end of the year on the tax return, so it's very important to have correct inventory amounts in your QuickBooks file. The accountant may also want to check the inventory items to make sure they have been set up correctly.

Here's a picture of how to access the inventory center on QuickBooks under the Avengers menu hovering on inventory activities.

7. Accounts Receivable Account

The accountant will commonly check the accounts receivable account to make sure that income and receivables have been recorded correctly. Again, depending on the method of accounting that your company uses, you may record invoicing and accounts receivable differently on the tax return at year end. Under the accrual method of accounting, invoices will be counted as income even if money has not been received for them. this is not true for the cash method of accounting. Cash is recorded as income once it is received, and not if it has been invoiced out and is unpaid. If you have an inventory in your business, generally you cannot use the cash method. The accounts receivable accounts can be used by the accountants to make sure that invoices and income recorded correctly.

Your accountant me glance over to see amounts owed to you in the accounts receivable by checking the Customer Center. The Customer Center is located on the top menu bar and our customers. This is the first option on the menu. You can also press Ctrl J to get to the customer center quickly. Once in the Customer Center, you may check the balance total beside the name to see if there are customers that owe your company money.here's a quick snapshot of the Customer Center.

8. Accounts Payable Account

The Accounts Payable account, much like the accounts receivable, will be looked at by the accountants this is an important account in the chart of accounts found toward the top of the chart of accounts after assets and before liabilities. If there are unpaid bills at the end of the tax year, the accountants can determine how to record them.

9. Bank reconciliation

If you hand off your company QuickBooks file to an accountant and the bank accounts have not been reconciled, it is very important that they be reconciled before income taxes are filed so that no expenses are income are missed for the tax year. The accountants may want to reconcile bank accounts and they should be reconciled before taxes are filed. You can access the bank reconciliation by clicking on the banking menu on the top and selecting reconcile. some accountants prefer to reconcile bank accounts in QuickBooks each month, but it can be done however you'd like, as long as it is reconciled by the end of the year. There are some that just reconcile once each year, but this can create headaches if there are a lot of transactions in your company, because a small outage can be difficult to find with so many transactions.

10. Accountant Center

Finally, the accountant center is a very important window for accountants in QuickBooks. This is only available in the account since version of QuickBooks. Accountants can use this to reclassify transactions that have been recorded into the wrong account, as well as to make a batch transaction entries or general journal entries. These are key functions and very important for accountants. They can also set closing dates from this window and password protect the closing date so that entries cannot be made without using a password for previous years or previous closed periods.in the accounts and center, accountants can also use the client data review for fix incorrectly recorded sales tax in the case of a sales tax entry mistake by the bookkeeper or small business owner. The accountant Center is a powerful tool and an easy way to access the more complicated portions of QuickBooks.

These are some of the windows in QuickBooks use accountants. There are many other functions that a professional accountant will look at to make sure that your bookkeeping has been done correctly. even if you and your accounting off to a tax accountant for tax preparation, it is best to learn as much as you can about QuickBooks. a good method of learning is taking a QuickBooks class in your area. Live classes teach you a lot about the ins and outs of QuickBooks as well as how and accountants will use QuickBooks when it comes to tax time. Dymas Services Limited offers QuickBooks training courses in Western Canada that can be beneficial for any Canadian small business owner, bookkeeper or accountant. These courses offer level 1 and level 2 QuickBooks courses (2 day courses). Please check out our schedule.
Publisher: Dymas Services Ltd. - 9:59 AM