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

Download the teaching powerpoints of all chapters here.

Lesson Chapter
Lesson Title
Lesson Description
Video and PDF

Chapter 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.
 

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Chapter 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.
 

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Chapter 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.
 

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Chapter 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.
 

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Chapter 5

Company Activties
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.

 

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Chapter 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. After you are connected, QuickBooks downloads your bank data automatically, usually at least once daily. In addition to the bank feed feature, this chapter introduces you to the two important banking tasks—the bank transfer and account reconciliation.
 

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Chapter 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.
 

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Chapter 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.

 

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Chapter 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.


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Chapter 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. If your business purchases or makes items for resale, keeps them in inventory, and then sells them, QuickBooks can track quantities on hand and the value of your inventory after every purchase and sale.
 

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Chapter 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.

 

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Chapter 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. You’ll learn how QuickBooks handles the year-end and what tasks you’ll need perform.
 

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QuickBooks Online Exercises 

Education Exercises »
 

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.

Lesson plans
Chapter 1: All about taxation
Chapter 2: Installation and setup
Chapter 3: A tour of ProFile
Chapter 4: Basic T1 Prep
Chapter 5: Advanced T1 Prep
Chapter 6: An Online World
Chapter 7: Clien Explorer
Chapter 8: Advanced Features
Instructors Handbook

 

ProFile video tutorials
ProFile Training

Additional reference material


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.

 

With extensive practice and applications to reinforce key accounting concepts College Accounting is perfect for students who struggle with math. Appropriate for one- or two-term courses in College Accounting, Applied Accounting, or Bookkeeping.

 

Order this book


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. Accounting fundamentals are also provided for reference and review purposes. You will learn and apply these skills using practical hands-on exercises such as:

  • Setting up a company
  • Entering transactions to the general ledger
  • Managing receivables and payables
  • Generating reports
     

CCI provides a Supplementary Workbook that can be used to complement the skills learned in the CCI Student Guides. They also offer corresponding Instructor Resources for the Student Guides that include a lesson plan with suggested timings, PowerPoint slides with instructor notes, a paper-based exam, a set of instructor data files (completed exercises from the Student Guide) and another set of Additional Exercises and Projects... to give students further practice in applying their skills to common accounting tasks.

 

Visit CCI to learn more