Quick Books

I. Introduction:

QuickBooks isn’t just software; it’s a powerful accounting toolbox designed for businesses of all sizes. Launched in the early 1990s, it has grown into a comprehensive platform that caters to freelancers, small businesses, mid-sized companies, and even accounting professionals around the world.  Whether you’re a one-person show or managing a larger team, QuickBooks can streamline your finances and empower you to make informed decisions.

II. Course Objectives:

At the end of this course participants are expected to:

• Gain a thorough understanding of QuickBooks features and functionalities, including navigation, data entry, and reporting capabilities.


• Learn how to set up and maintain accurate financial records, including chart of accounts, invoices, bills, and bank reconciliations, to streamline bookkeeping processes.


• Master the art of generating financial reports such as profit and loss statements, balance sheets, and cash flow statements, to gain insights into business performance and make informed decisions.


• Explore QuickBooks payroll features, including setting up employee profiles, processing payroll, and filing payroll taxes, to ensure compliance and accuracy in payroll administration.

• Discover how to customize QuickBooks settings to suit your business needs and integrate QuickBooks with other software applications for enhanced efficiency and productivity.

III. Course Highlights:

MODULE 1: Introduction to QuickBooks

• Overview of QuickBooks features and editions

• Installation and setup process

MODULE 2: Navigating QuickBooks

• User interface overview

• Navigation tips and shortcuts

MODULE 3: Setting Up Company Files

• Creating a new company file

• Setting up company preferences and settings

MODULE 4: Chart of Accounts and Lists

• Understanding chart of accounts

• Creating and managing lists (customers, vendors, items, etc.)

MODULE 5: Recording Transactions

• Entering sales transactions (invoices, sales receipts)

• Recording expenses (bills, expenses, checks)

MODULE 6: Bank Reconciliation

• Reconciling bank and credit card accounts

• Troubleshooting reconciliation discrepancies

MODULE 7: Financial Reporting

• Generating standard financial reports (profit and loss, balance sheet, cash flow statement)

• Customizing reports and memorizing reports

MODULE 8: Payroll Processing

• Setting up employee profiles

• Processing payroll and paying employees

MODULE 9: Customization and Integration

• Customizing forms and templates

• Integrating QuickBooks with other applications (e.g., Microsoft Excel)

MODULE 10: Tips for Efficiency and Troubleshooting

• Time-saving tips and tricks

• Common troubleshooting issues and solutions

IV. Target Audience:

• Small Business Owners

• Accounting Professionals

• Office Administrators

• Entrepreneurs and Startups

• Freelancers and Contractors