Training
Work through the required items first. Mark each one complete when you are done.
Welcome to Lewis Partners Required
Who we are, who we serve, and how we work.
Canopy basics Required
Finding a client, tasks, filing documents, and the client portal.
QuickBooks Online for bookkeepers Required
Bank feeds, categorization, HST codes, and month-end tidy-up.
Confidentiality and data handling Required
What stays inside the firm and how to handle client information.
HST returns - the basics
How a regular-method HST return comes together from QBO.