Training Course on QuickBooks for Non-Profit Making Organizations
This course will introduce you to using Quickbooks. It will present the day to day functions for an administrator to work with customer, vendor, employee and banking transactions for a business using the Intuit Quickbooks application. This course will have you create a new company, add customers and vendors, work with your bills and invoicing your customers, entering transactions and working with your bank accounts and transactions.
We recommend that individuals taking this course have a basic proficiency in the Windows operating system and browsing online, in addition to a basic understanding of accounting practices.
Basic Windows, keyboarding and mouse skills.
Module 1:Getting Started with QuickBooks Online
Introducing QuickBooks Online
QuickBooks Online Subscriptions
Updates and the Ever-Evolving User Interface
The Test Drive
Your Trial Subscription and the Company File
Module 2: Other Tools You’ll Need
Navigating the User Interface
The Gear Menu
The Top-Right Navigation Tools
The Help Menu
The Navigation Bar
Accounting—Behind the Scenes
Generally Accepted Accounting Principles (GAAP)
Accrual Basis vs. Cash Basis Accounting
Account Types and Financial Reports
Module 3: Setting Up a New Company File
Planning and Creating Your Company File
Setup Checklist—Elements of the Plan
Customizing Your Company File
The Chart of Accounts
Products and Services
Adding and Managing Users
Opening Balances and Historical Transactions
Module 4: Working with Customers
The Sales Center
Adding Customers and Sub-Customers
Importing Customers from an Excel or CSV File
Editing, Merging, and Making Customers Inactive
Recording Sales Transactions
Customizing Sales Forms Settings: Content
Customizing Sales Forms Settings: Appearance
Creating Sales Receipts and Invoices
Receiving Customer Payments
Recording a Bank Deposit
Creating Customer and Sales Reports
Module 5: Working with Vendors
The Expenses Center
The Money Bar
The Vendors List
Importing Vendor Data from an Excel or CSV File
Editing, Merging, and Making Vendors Inactive
Creating Vendor Transactions: Purchases and Expenses
Customizing Expense Form Settings
Creating Check, Expense, and Bill Records
Managing Accounts Payable
Accounts Payable Reports
Other Vendor Reports
Module 6: Banking and Credit Card Transactions
Managing the Banking Center
Setting Up and Using Bank Feeds
Managing Bank Rules
Other Banking Transactions
Entering Debit and Credit Card Transactions
Preparing Financial Reports
This instructor led training course is delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.
All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
Upon successful completion of this training, participants will be issued with a certificate of participation.
The training is residential and will be held at the Livecode Training Centre in Westlands, Nairobi, Kenya. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.
All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.
Accommodation is arranged upon request. For reservations contact the Training Officer.
Mobile Number: +254 725 771 853
The course fees is KES 65,000.00 or USD 900.00 exclusive of VAT. The course fees covers the course tuition, training materials, two (2) break refreshments, lunch and study visits. Participants will cater for their travel and accommodation costs.
Payment should be transferred to Livecode Technologies account through bank on or before the course starting date.
Payment for the all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
This scheduled course can also be tailored for your organization. To find out how our tailor-made training can help your organization, call our team on
Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
|Event Date||10-18-2021 8:00 am|
|Event End Date||10-22-2021 5:00 pm|
|Cut off date||10-14-2021|
|Individual Price||USD 900|