Made for Canada

Master bookkeeping
software — click
by click

Step-by-step screenshot lessons for 6 Canadian bookkeeping software platforms. From QuickBooks to PC Law — if it runs a Canadian business, we cover it.

6 software platforms covered
  • QB
    QuickBooks Desktop General
  • QO
    QuickBooks Online General
  • FB
    FreshBooks General
  • SY
    SYACC General
  • SL
    Soluno Legal
  • PC
    PC Law Legal
  • PW
    Payworks + Payroll add-on
Built by a seasoned Canadian bookkeeping professional
Canadian-specific — GST/HST, CRA, payroll
Self-paced — learn on your own schedule
Step-by-step screenshots — no guessing

Everything you need to
work confidently in any software

This is not a bookkeeping theory course. It is practical, hands-on software training — exactly what bookkeepers and small business owners need to get the job done.

📸
Step-by-step screenshot lessons
Every lesson shows you exactly what to click, where to click, and what you should see on your screen — with annotated screenshots at every step. No confusion, no guessing.
🇨🇦
Built for Canada — not the US
Most software courses are built for the US market. Every lesson here is written with Canadian context: GST/HST, CRA requirements, Canadian payroll rules, and Canadian bank practices.
💼
6 platforms in one place
QuickBooks Desktop, QuickBooks Online, FreshBooks, SYACC, Soluno, and PC Law — all in one course library. Plus a dedicated Payroll add-on module covering Payworks. No need to hunt across multiple courses or YouTube videos.
⚖️
Covers legal accounting software
Soluno and PC Law — the two most widely used legal billing and trust accounting platforms in Canada — are fully covered with their own dedicated modules, including trust accounting fundamentals.
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Self-paced — learn on your schedule
Access your lessons anytime, on any device. Work through them at your own pace. Come back to a specific lesson when you need a refresher. No deadlines, no live sessions to attend.
Knowledge checks after every lesson
Each lesson ends with a multiple-choice quiz to confirm you understood the key points before moving on. Instant feedback so you know exactly where you stand.
🔰
Beginner-friendly — no prior software experience needed
If you know basic bookkeeping but are new to the software, these courses are written for you. Clear language, no jargon, and no assumptions about what you already know.
Written by a real Canadian professional
Real-world experience means real-world lessons — including pro tips and fixes you will not find in any manual, built from extensive hands-on Canadian bookkeeping practice.

Every module covers
the full workflow

Each software module walks you through the complete bookkeeping workflow — from initial setup to running reports at month-end.

  • Settings & initial setup
    Configure the software correctly from day one — company file, chart of accounts, preferences
  • Vendors & accounts payable
    Enter bills, pay vendors, record credits and refunds, run A/P reports
  • Customers & accounts receivable
    Create invoices, receive payments, handle credits, run A/R aging reports
  • Bank accounts & reconciliation
    Record deposits, transfers, bank feeds, monthly reconciliation, fix discrepancies
  • Tax & financial statements
    GST/HST tracking, CRA remittances, P&L, balance sheet, and key reports
  • Payroll — separate module
    QBD payroll, QBO payroll, and Payworks — available as a dedicated add-on module
QB Desktop — module overview
1
Settings & setup4 lessons
2
Vendors4 lessons
3
Customers5 lessons
4
Bank6 lessons
5
Invoicing4 lessons
6
Expenses4 lessons
7
Tax / GST / HST3 lessons
8
Financial statements4 lessons
9
Reports3 lessons
+
Payroll — separate module add-on

Canadian context in every lesson

Most bookkeeping software courses are written for the US market. Every lesson in StepByBooks is written specifically for Canadian businesses and bookkeepers.

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GST / HST / PST
Every software module covers Canadian sales tax setup, coding, and CRA remittance — including provincial differences.
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Canadian banking
Bank reconciliation, cheques, EFT, and bank feed setup for Canadian banks — RBC, TD, Scotiabank, BMO, and more.
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Canadian payroll
CPP, EI, income tax deductions, T4s, ROE, and CRA remittances — covered in detail in the payroll and Payworks modules.
⚖️
Legal trust accounting
Soluno and PC Law modules include trust accounting — a requirement for Canadian law firms that no general bookkeeping course covers.

Start free. Go as deep as you need.

Try a free lesson before you commit. Pay only for what you need.

Free preview
$0
1 free lesson to experience the StepByBooks method — no payment required
  • 1 complete lesson — free forever
  • Annotated screenshots included
  • Knowledge check quiz included
  • No credit card needed
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Single module
$79
One software, all topics — lifetime access
  • All lessons for 1 software
  • All subcategories included
  • Quizzes & knowledge checks
  • Lifetime access
Join waitlist
Category bundle
$129
Related softwares together — QB or Legal bundle
  • QB Bundle: Desktop + Online
  • Legal Bundle: Soluno + PC Law
  • Save ~$29 vs. buying separately
  • Lifetime access
Join waitlist
Payroll module
$229
QBD, QBO & Payworks payroll — in one dedicated module
  • QuickBooks Desktop payroll
  • QuickBooks Online payroll
  • Payworks — full module
  • CPP, EI, T4s, ROE, remittances
  • Lifetime access
Join waitlist

Real Canadian bookkeeping experience — in every lesson

CB
Canadian Bookkeeping Professional
7 Software Platforms · Canadian-Specific Training

Every lesson in StepByBooks comes directly from hands-on experience working with Canadian businesses — from small business owners to law firms. These courses teach you what actually happens in the real world, including pro tips and fixes you will not find in any software manual.

6
Software platforms
270+
Lessons written
🇨🇦
Canadian content

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