Course Name
Course Code : PRP55
Venue Details
Postal Code : 018981
Session Dates
Duration: 3 days (21 hours)
This comprehensive training introduces participants to QuickBooks, equipping them with the knowledge and skills to manage business finances effectively. The program focuses on essential functions such as managing accounts, creating invoices, tracking expenses, and generating reports.
Introduction to QuickBooks
Module 1: Overview of QuickBooks
Features and benefits.
Understanding versions: Online vs. Desktop.
Setting up QuickBooks for a new business.
Module 2: Getting Started
Navigating the QuickBooks interface.
Setting up company information and preferences.
Practical Exercise: Initial company setup.
Module 3: Managing Accounts and Lists
Creating and managing charts of accounts.
Setting up customers, vendors, and items.
Hands-On Practice
Financial Transactions and Records
Module 4: Recording Transactions
Creating invoices and sales receipts.
Recording and categorizing expenses.
Managing payments and deposits.
Case Study
Module 5: Bank Reconciliation
Linking bank accounts to QuickBooks.
Performing bank reconciliations.
Practical Exercise
Module 6: Payroll and Taxes (Optional Module Based on Audience)
Setting up payroll in QuickBooks.
Managing employee payments and tax calculations.
Overview of sales tax setup and reporting.
Advanced QuickBooks Features
Module 7: Financial Reporting
Generating profit and loss statements, balance sheets, and cash flow reports.
Customizing and exporting reports.
Hands-On Practice
Module 8: Budgeting and Forecasting
Setting up budgets in QuickBooks.
Monitoring budget performance.
Practical Exercise: Creating and analyzing a budget.
Module 9: Troubleshooting and Best Practices
Common QuickBooks issues and solutions.
Tips for maintaining accurate financial records.
Q&A Session: Addressing participant-specific queries.
Interactive Components
Group Discussions: Challenges in financial management and QuickBooks applications.
Hands-On Exercises: Setup, transactions, and reporting in QuickBooks.
Case Studies: Real-world scenarios for applying QuickBooks features.
Role-Playing: Simulating financial management tasks for a small business.
Mode of Delivery : The event can be attended both online and at nearby ProgNXT classroom by Individual Professionals and Corporate Employees as per the seat availability. Please Contact Us at [email protected] for checking the seat availability
Audience : We have a global audience that logs in to using their own computers to work hand in hand with our world-class instructors.
Assessment : Each training course will have ProgNXT Assessment at the end.
Certification : After successful passing of ProgNXT Assessment, ProgNXT Certification will be provided, which has got acceptance in 55+ Countries.
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