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Making QuickBooks Work

Making QuickBooks Work

This detailed, two-day course is designed to conduct a step-by-step tutorial on QuickBooks Premier Accountant 2010 and making sure that participants will be able to record business transactions as accurately and efficiently as possible. Whether you are gearing yourself for a start-up business or simply in need of a comprehensive crash course on this software for different purposes, you will come out of this program adept in QuickBooks.

Through this seminar, participants will gain full understanding of the whole accounting cycle, from the analysis of the source documents to the preparation of financial reports. With this software, this accounting cycle will become simpler and easier because QuickBooks will do the other steps for you. Plus, it helps you reduce the clutter in your work environment by encouraging a more paperless approach to the archiving and recording of business transactions and other related files.


Next Schedule: TBA

Max number of participants: 15

Why take it online?
  • Attend the class at the comfort of your home
  • Recorded Online Sessions
  • Join the class anywhere you are
  • Convenient training without the hassle of traveling


Next Schedule: TBA

Max number of participants: 25

Student Program

  • High School / College Level / Post Graduate
  • Based on school curriculum
  • Flexible schedules
  • Anything and everything about taxation, finance & accounting
  • Available on online or classroom type

Business Program

  • One-on-one Sessions
  • Customized
  • Flexible schedule
  • Industry-specific
  • Basic to advanced levels
  • Tailor fit to your career or company requirements
  • Available on online or classroom type

Entrepreneurs Program

  • Lesson plan and exercises will be constructed based on your needs
  • Industry-specific
  • Basic to advanced levels
  • Tailor fit to your career or company requirements
  • Recommended for entrepreneurs, new business owners or basically any individual who has no background in accounting but is faced with accounting and finance tasks.

Next Schedule: TBA

Max number of participants: 15

What is Onsite Training?

Onsite training or in-house training is defined as any training that is held in company premises in order to educate, develop or improve employees’ skills. This involves all technical and soft skills courses that serve for this purpose.

What are the advantages of Onsite Training over Public Run trainings?
  • Save time and travel costs
  • Customize content to your specific needs
  • Increased price savings as the group gets larger
  • Schedule at your convenience
  • Facilitator can discuss your specific requirement
  • More comfortable learning environment
  • Promote teamwork & camaraderie among workers
  • Employees remain on site in case of an emergency
  • Problems can be openly discussed
  • Protect company privacy


Next Schedule: TBA

Max number of participants: 25

Topics Covered

  • Create customer list
    - Name, Address, Term Of Payment, Contact Person, Sales Representative
  • Creating Invoice
  • Recording Sales Receipts (Cash Sales)
  • Receiving Payments (AR Collection)
  • Generate Statement of Account (Overdue Account of Customer)
  • Monitoring Accounts Receivable (Aging of Accounts Receivable)
  • Creating vendor list
    - Name, Address, Term of Payment, Contact Person, Sales Representative
  • Recording Purchases
  • Entering Bill
  • Paying Bill
  • Monitoring Accounts Payables
  • Adding a record
  • Setting up tax codes
  • Finding a record
  • Editing a record
  • Inactivating or reactivating a record
  • Deleting a record

  • Finding transactions (Sales Invoice/ Receipts/General Journal/Purchases)
  • Changing transactions
  • Editing/deleting transactions
  • Generating balance sheets and income statements (Standard or Detailed)
  • Generating ledger of each customer or vendor
  • Customizing reports
  • Export report to MS Excel format
  • Importing MS Excel files to QuickBooks
    (Customer List. Vendor List and Item List)

Learning Outcome

  • How to set-up customer accounts with detailed information.
  • How to record cash or charge sales.
  • How to record customer payments.
  • How to use the Accounts Receivables Reports in monitoring AR (by customer or Sales Invoice)
  • How to prepare customers' statements of account with overdue account (aging of accounts receivable)
  • How to set-up vendor detailed information.
  • How to enter information about the company's purchases.
  • How to record bills from supplier and paying upon due date.
  • How to monitor Accounts Payables
  • How to set-up item lists (goods/services).
  • How to create different sales tax codes for monitoring tax payables purpose.
  • How to search for previous transactions recorded for viewing or editing purposes.
  • How to inactivate and re-activate records
  • How to delete records

  • How to search for the previous transactions he/she recorded for viewing or editing purposes
  • How to search for the sales transactions for Application of payment purposes
  • How to generate detailed or standard Financial Reports (Comparative FS by month. class. representative. customer or YTD period).

Target Audience

  • Small to medium business owners who want to learn how business transactions are recorded.
  • Bookkeepers or accounts clerks who wish to record business transactions more accurately and efficiently.
  • Accountants who wish to do away with manual processing of the data and instead have all transactions automatically posted to various ledgers or accounts.
  • Accounting Supervisors who want a faster and more efficient system of information processing.
  • Any professional who wants to understand the accounting cycle and the importance

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