Financial Management using Quickbooks Training Course
Course Overview
| Course Title | Financial Management using Quickbooks Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | USD 1,000/KES 70,000 (Exclusive of VAT) |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview
This comprehensive training course offered at T4D is designed to equip participants with the skills needed to effectively manage financial tasks using QuickBooks. From setting up accounts to generating insightful financial reports, the course will guide participants through best practices in bookkeeping, budgeting, and financial analysis using QuickBooks. Hands-on exercises will ensure participants gain practical experience in managing finances efficiently, making it ideal for business owners, finance managers, and accounting staff looking to streamline financial processes and enhance decision-making.
Course Duration:
5 Days
Target Audience:
- Small and medium business owners
- Finance and accounting professionals
- Bookkeepers and administrative staff
- Non-profit organization financial managers
- Entrepreneurs managing their finances
Personal Impact:
- Master the use of QuickBooks for comprehensive financial management
- Gain confidence in performing bookkeeping and accounting tasks
- Develop skills in budgeting, expense tracking, and financial reporting
- Enhance your ability to make data-driven financial decisions
Organizational Impact:
- Improve accuracy and efficiency in financial record-keeping
- Streamline budgeting and reporting processes
- Ensure timely and accurate financial analysis for strategic planning
- Enhance transparency and compliance in financial reporting
Course Objectives:
- Understand the fundamentals of financial management using QuickBooks
- Set up and customize QuickBooks for your specific financial needs
- Record income, expenses, invoices, and payments accurately
- Generate financial statements and reports for business analysis
- Develop budgets and monitor cash flow effectively
Course Modules
Course Outline:
Module 1: Introduction to QuickBooks and Setting Up Your Company
- Overview of QuickBooks features and functionality
- Setting up company information and chart of accounts
- Customizing preferences and financial settings
- Practical Exercise: Setting up a sample company in QuickBooks
Module 2: Managing Income and Expenses
- Recording sales, creating invoices, and tracking receivables
- Recording expenses, bills, and managing payables
- Reconciling bank accounts and credit card transactions
- Case Study: Managing income and expenses for a sample business
Module 3: Budgeting and Cash Flow Management
- Creating and managing budgets in QuickBooks
- Monitoring cash flow and managing financial forecasting
- Practical Exercise: Creating a budget and cash flow statement
Module 4: Generating Financial Statements and Reports
- Producing balance sheets, income statements, and cash flow reports
- Customizing and analyzing financial reports for insights
- Practical Exercise: Analyzing financial statements for decision-making
Module 5: Advanced Financial Management and Best Practices
- Managing payroll, taxes, and compliance within QuickBooks
- Best practices in financial data security and backup
- Integrating QuickBooks with other business tools
- Final Project: Preparing a comprehensive financial report using QuickBooks
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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