GST/HST Filing in QuickBooks Online with Month-End Checks

Master GST/HST filing in QuickBooks Online with essential month-end checks and troubleshooting skills, ensuring accurate returns and confidence in your bookkeeping.

Buy $89.00

Course curriculum

1. Introduction
1. Prepare: Review your Notes and confirm the bank feeds are connected
2. Entering the Source Document Transactions
3. Clear the bank feeds & Enter the transactions that don't have source documents
1. Reconcile everything & fix uncleared items
2. Mid-month statements, going the extra step
1. Housekeeping Reports: Unpaid Bills & Open Invoices
2. Fixing a real world vendor mess: McGroots Overpayment Cleanup
3. Open invoices report customization & saving as custom report
1. P&L Review: Reasonability
2. P&L Review: Cost of Goods Sold Vs Inventory
3. P&L Review: Missed Transactions
4. Balance Sheet: Reviewing the Current Assets
5. Balance Sheet: Reviewing the Non Current Assets
6. Balance Sheet: Reviewing the Liabilities
7. Balance Sheet: Reviewing Shareholder's Loan or Owner's Contributions/Draws
8. Balance Sheet: Equity and Retained Earnings Explained
9. Financial Statement Review Quiz
1. Before Finalizing, Resolve and Confirm
1. GST/HST Preflight: What needs to be done first
2. Sales Tax Lines and Sales Tax Items in QBO (and the three zero's explained!)
3. How to intentionally assign to a GST/HST transactions to a GST/HST Return Line
1. Line 101 Explained:Tax Codes Matter More than Accounts (Planting Errors to find)
2. Finding & Fixing Line 101 Differences: Reconciling Line 101 to the P&L
3. Finding & Fixing Line 101 Differences: Fixing Sales Tax Errors on Expenses
4. Line 101 (Sales and Other Revenue) on the GST/HST Return Quiz
1. QBO Sales Tax Module vs Balance Sheet: Why they go out of sync
2. ITC Review
3. Transactions without Sales Tax: Finding Missed Credits
4. ITC Adjustments
5. Confirming GST/HST Payable Quiz
1. Reasonability Checks
2. Exporting GST/HST Support Outside QBO
3. Filing on CRA & Marking Filed in QBO
1. Final Reports to Send
2. Month End Communication

About this course

$89.00
36 lessons
3.5 hours of video content

Filing GST/HST in QuickBooks Online is not just about clicking Prepare Return.

This course walks through the month-end bookkeeping checks, reviews, and GST/HST troubleshooting required to file with confidence.

This course is a practical walkthrough of two comprehensive checklists: A Monthly Bookkeeping Workflow Checklist, including month-end checks and reviews, and a GST/HST Filing Checklist, including real world examples of finding and fixing GST/HST errors within a Quickbooks Online (QBO) File before preparing and filing the GST/HST Return online.

The focus is on the reviews and checks required to properly finalize a bookkeeping period, understand where GST/HST numbers are coming from, and feeling confident in the amounts being filed. The course also shows how to document the details of the GST/HST filed beyond the standard snapshots that QBO provides, and why this extra step matters.

Before you can file with confidence, the bookkeeping file needs to be reviewed, checked, cleaned up, and understood. This is the step many new and learning bookkeepers miss, and it’s where most GST/HST problems actually begin.

In this course, you’ll work through a real-world walkthrough of how an experienced Canadian bookkeeper prepares a QBO file for GST/HST filing, using proper monthly bookkeeping workflow, month-end checks, and review practices. The example business used is called "Grand Gate Gardens" and is located in Ontario.

What this course covers

You’ll learn how to:

Build and use a monthly bookkeeping workflow checklist for a Canadian small or medium business
Confirm that reconciliations are actually complete (not just showing a zero)
Review unpaid bills, open invoices, overpayments, and clearing accounts
Read the Profit & Loss and Balance Sheet for reasonability, risk, and accuracy
Understand how QuickBooks Online actually calculates GST/HST Line 101
Find and fix common GST/HST issues caused by mis-coded tax items, deposits, refunds, and journal entries
Confirm that GST/HST payable matches the Balance Sheet
Review ITCs and transactions without sales tax to catch missed credits
Perform reasonability checks before filing
Export proper GST/HST filed amount details outside of QBO
File GST/HST with CRA and finalize the period cleanly in QBO

How this course is structured

The course follows a logical progression:

Reviewing a real-world monthly bookkeeping workflow checklist.
Reviewing a month-end checks and what that looks like inside a QBO file
Preparing, reviewing, troubleshooting, and filing GST/HST in QBO

Lessons are broken into short, focused walkthroughs so you can easily revisit specific topics when needed.

This is a watch-and-learn course focused on understanding workflow, review logic, and decision-making. It complements hands-on bookkeeping practice but does not require you to complete a full simulation inside the course.

Who this course is for

This course is ideal for:

New and learning bookkeepers who want to move beyond basic data entry
Office managers responsible for maintaining accurate bookkeeping records
DIY business owners who already do their own bookkeeping and want to understand what must be reviewed before GST/HST filing
Junior bookkeepers looking for real-world month-end and GST/HST experience

This course is not designed for complete beginners with no bookkeeping background or for users looking for a basic QuickBooks tutorial.

Confidently Review Your Books and File GST/HST in QuickBooks Online

Ready to walk through a full month-end review and GST/HST filing in QuickBooks Online? Start the Course today.

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