Expert QuickBooks Training for South African Businesses

QuickBooks is one of the most powerful cloud accounting platforms available — but only if you know how to use it effectively. Our QuickBooks training is designed for business owners, bookkeepers, and finance teams who want to unlock the full potential of their accounting software.

We cover:

QuickBooks setup and configuration
Managing invoices, expenses, and bank feeds
Generating tax-ready financial reports
Integrating payroll and inventory
Tips for faster, more efficient bookkeeping

With hands-on training from Rae & Associates, you’ll gain the confidence and skills to manage your finances with ease.

Master QuickBooks and take control of your business finances.

Book Your Training

Quickbooks Training.

Who’s it for?
This training is for users who want to master the key functionality of QuickBooks. We can help you get to grips with the basics all the way up to the more complex functionality in this two-day comprehensive course. It’s time to boost your skills and get so much more from QuickBooks.

Course Outline

1. Navigation and configuration
- Left navigation and Quick Create
- Settings and Tools
2. Banking
- Connecting your bank
- Review/In QuickBooks and Exclude tabs
- Adding, Matching and transfer
3. Sales Centre: Processing
- Types of transactions
- Adding Customers and Products
- Inventory – how to load and process
4. Expenses
- Types of Expenses
- Adding Suppliers
5. VAT
- Setting up VAT
- Adding new VAT (agencies and rates)
- Preparing VAT returns and recording payments
6. Accounting
- Viewing Charts of Accounts
- Creating/ Editing Charts of accounts
- Reconciling
7. My Accountant
- Inviting your Accountant
8. Reports
- Running Company reports
- Customising and saving your reports
9. Other Transactions
- Journal entries
- Statements
- Inventory Adjustments
- Bank deposits and transfers
- Project tracking