Master essential business transactions and financial tracking without needing an accounting degree.
This course provides a practical guide for business owners and managers to navigate QuickBooks Online for daily financial operations. It covers the setup of products, services, and vendors, as well as the execution of core transactions including sales receipts, invoices, bill payments, and expense tracking. The curriculum emphasizes the use of the mobile application for real-time data entry and mileage tracking, ensuring that financial records remain accurate and up-to-date. Participants will also learn to utilize the sample company environment to practice these skills and generate business reports to monitor profitability and cash flow.
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Dr. Eric Knight is a Certified Public Accountant (CPA) with a career that bridges professional accounting and academia. He earned a B.S. in Accounting from Louisiana State University, an M.S. in Accounting from the University of North Texas, and a Doctor of Business Administration (D.B.A.) from Baker College, where his research focused on student perceptions of accounting education. With more than 25 years of combined professional and academic experience, he brings both practical expertise and scholarly perspective to my work. My professional career includes roles as a tax accountant and positions in corporate finance, where he specialized in financial analysis, reporting, and compliance. He also managed budgets, contracts, and fiscal operations across multiple departments in higher education. Dr. Knight was invited to speak at the 2025 Fall Continuing Professional Development Conference for CPA New Brunswick. Since 2008, he has dedicated himself to teaching and mentoring future professionals. Dr. Knight teaches courses in financial accounting, managerial accounting, and taxation, with a focus on clarity, engagement, and real-world application. His goal is to bridge the gap between theory and practice, equipping students with the knowledge and confidence to succeed in today’s dynamic business environment. Dr. Eric Knight’s areas of expertise include Managerial Accounting and Financial Statement Analysis, with research examining the challenges business majors face in accounting courses.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
