QuickBooks, Xero, and Sage each dominate different corners of the Ontario small-business market, and bookkeepers supporting multiple clients often need working fluency in more than one. This course covers all three cloud platforms with Ontario-specific setup — HST, payroll, and reconciliation — built in from day one.
You can focus the session on a single platform if that's all your business runs on, or work across all three if you support a mixed client base.
What You'll Learn
- Setting up a new company file correctly from day one
- Bookkeeping workflows: invoicing, bills, and reconciliation
- Payroll setup and processing basics
- HST/GST and Ontario sales tax compliance inside each platform
- Bank feed automation and rule-based categorization
- Choosing the right platform for a given business type
- Migrating data between QuickBooks, Xero, and Sage
- Core reporting: P&L, balance sheet, and cash flow in each system
Frequently Asked Questions
Do I need to learn all three platforms, or can I pick one?
You can focus on one platform if that's all your business uses — most learners choose QuickBooks, Xero, or Sage specifically, and we tailor the session accordingly.
Which platform is best for a small Ontario business?
It depends on your needs — QuickBooks suits established businesses wanting broad local support, Xero suits remote or collaborative teams, and Sage suits more complex operations. We help you weigh that as part of the course.
Does this cover Canadian tax specifics like HST?
Yes — Ontario HST setup and reporting is covered inside each platform.
Is this suitable for bookkeepers supporting multiple clients on different platforms?
Yes — that's one of the most common reasons people take this course, to build comfort across all three rather than just one.
Ready to bring this training to your team?
Tell us your team size and timeline — public cohort, in-house, or one-to-one, we'll help you pick the right format.
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