QuickBooks Training

QuickBooks Accounting training courses are for new users, and for existing users wanting to upskill to a more advanced level.

CTO also presents upgrade training for new release versions of QuickBooks.

QuickBooks can be used for a number of financially-related business processes, such as for entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking.

Quickbooks – Introduction

This course is aimed at people who wish to learn how to use Quickbooks to perform day-to-day business bookkeeping and accounting functions.

Learning Outcomes:

At the completion of this courseware participants will be able to:

• Use basic Quickbooks navigation techniques
• Find help in Quickbooks
• Create and edit customer and supplier details
• Enter cash sales
• Create invoices
• Receive and apply customer payments
• Pay supplier accounts
• Record the purchase of goods and services
• Make payments
• Manage petty cash
• Manage credit card transactions
• Reconcile Quickbooks with various bank statements
• Create and modify reports
• Manage your company file
• Perform end of month procedures
• Extract tax information from Quickbooks

Target Audience:

This course is aimed at people who wish to learn how to use Quickbooks and to perform day-to-day business bookkeeping and accounting functions.

Duration: 1 Day

QuickBooks - Introduction - Download course outline in PDF format

Quickbooks – Intermediate

This course is aimed at people who wish to extend their understanding and knowledge of Quickbooks.

Learning Outcomes:

At the completion of this courseware participants will be able to:

• Complete the first stage of the Quickbooks setup process
• Create income and expense accounts
• Create stock and service items
• Enter opening balances
• Pending sales
• Deleting sales
• Discounts
• Purchasing
• Online Bill payments
• Centres
• Reports
• GST and other Tax
• Budgets
• Petty Cash
• Credit Cards
• Quickbooks Letters and Labels
• Job Tracking

Target Audience:

Accountants, payroll clerks and other business professionals.

Duration: 1 Day

QuickBooks - Intermediate - Download course outline in PDF format

Quickbooks – Advanced

This course is aimed at people who wish to use and operate the software at an efficient level.

Learning Outcomes:

At the completion of this courseware participants will be able to:

• Manage your company file
• Track jobs and related sales and expenses
• Account for Fixed assets
• Use Class tracking
• Set up users with passwords
• Use Quickbooks data in a spreadsheet
• Complete end of year procedures
• Create customised templates
• Customise Quickbooks
• Use a range of techniques to handle unusual transactions

Target Audience:

This course is aimed at people who wish to use and operate the software at an efficient level.

Duration: 1 Day

QuickBooks - Advanced - Download course outline in PDF format

Quickbooks - Payroll

The skills and knowledge acquired in this course are sufficient to be able to process a small company payroll that involves both permanent and casual staff.

Learning Outcomes:

At the completion of this course ware participants will be able to:

• Set up payroll
• Set up employees
• Conduct a pay run
• Access payroll information
• Complete payroll end of month processes
• Complete payroll end of year processes
• Implement salary sacrifice processes

Target Audience:

This course is designed for users of QuickBooks Plus who are keen to use the payroll facility in QuickBooks.

Duration: 1 Day

QuickBooks - Payroll - Download course outline in PDF format

Courseware:

All courses offer high quality learning materials which are available for purchase by participants. Participants will also be presented with a certificate of achievement upon completion of each course.