Resources for Educators
Stay up to date on accounting and tax software with our free resources that will motivate your students to learn and flourish in the real world.
QuickBooks Online lesson plans for educators
Ch. 1: New Company Setup
In this chapter you’ll learn how to set up a new company in QuickBooks Online. Whether your business has years worth of transactions, customers and suppliers, or you’re just getting started, QuickBooks can easily integrate your company’s data.
Ch. 2: Getting around QuickBooks Online
After completing this chapter, you should be able to: Log into QuickBooks Online, understand the information displayed on the Dashboard, how to find what you’re looking for, how to create new transactions, and what buttons and fields do on transactions.
Ch. 3: Customer and Sales Part 1
In this chapter you’ll learn how to set up a new company in QuickBooks Online. Whether your business has years worth of transactions, customers and suppliers, or you’re just getting started, QuickBooks can easily integrate your company’s data.
Ch. 4: Suppliers and Expenses Part 1
In this chapter, you’ll learn the steps necessary to set up suppliers, enter expenses, and track bills in QuickBooks Online. Every business is required to spend money to purchase goods and services used in your business to provides your services or products.
Ch. 5: Company Activities Part 1
In this chapter, you’ll about how QuickBooks is built using lists and transactions. You’ll learn more about the importance of lists and how to manage them to keep your business information organized.
Ch. 6: Banking in QuickBooks Online Part 1
Instead of manually typing it all in, let QuickBooks get the information for you. You choose whether to add transactions as new items or match them up with items you already entered in QuickBooks.
Ch. 7: Customer and Sales Part 2
In this chapter, you’ll learn how QuickBooks handles advanced features and transactions in the area of sales and customers. In addition to basic sales invoices, sales receipts there are advanced transactions to help you manage sales in QuickBooks.
Ch. 8: Suppliers and Expenses Part 2
In this chapter, you’ll learn how QuickBooks handles additional expense related transactions. These transactions add to the transactions you learned about in Chapter 4.
Ch. 9: QuickBooks Online Payroll
In this chapter you’ll learn the following: Setting up pay items, setting up employees, creating Paycheques, track and pay liabilities, create T4’s, and create Records of Employment.
Ch. 10: Inventory
In this chapter, you’ll learn how QuickBooks handles inventory. You can use QuickBooks to track the items you keep in inventory and sell to your customers.
Ch. 11: Reports in QuickBooks
In this chapter, you’ll learn how to create basic reports, customize reports using filters, customize report views including columns, save customized reports, and export reports to .pdf or Excel formats.
Ch. 12: Company Activities Part 2
In this chapter, you’ll learn how QuickBooks handles advanced transactions and tasks in QuickBooks. Growing businesses need additional features and functions to manage the new tasks they’re required to manage.
QuickBooks Online Exercises
Additional Resources
QuickBooks Online student video tutorials
Chapter 6
QuickBooks Desktop
Below you will find helpful training materials and lesson plans that will help you teach QuickBooks Desktop. These materials are designed to help you teach and use many of the features in QuickBooks. Each lesson comes with: Lesson Objectives, The Lesson, Review Activities or Practice Quizzes.
ProFile
Below you will find helpful training materials and lesson plans that will help you teach ProFile. These materials are designed to help you teach and use many of the features in ProFile.
ProFile video tutorials
Additional reference material
QuickBooks Online for Canada: Comprehensive, Academic Year 2021-2022
This easy-to-use approach includes a robust digital learning platform, ebook access, fully automated project grading, and incorporates basic accounting concepts.
College Accounting: A Practical Approach, Eleventh Canadian Edition with MyAccountingLab
College Accounting uses clear language, extensive visuals, and introduces topics in small, manageable segments for a student-friendly approach that is ideal for non-accounting majors.
Find Additional Educational Materials from CCI
CCI Learning Solutions Inc. provides a comprehensive suite of educational materials for QuickBooks. Designed for the non-accounting expert, these books focus on the skill set needed for typical daily business transactions.