Quickbooks Training

“It always seems impossible until it's done.”

- Nelson Mandela

Time to learn

Learn from expert QuickBooks users and become a valuable asset to your business.

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


Courses available and prices

  • QuickBooks Online

    Two-day comprehensive course

    R3 500 (excl. VAT)

  • Xero

    Two-day comprehensive course

    R3 500 (excl. VAT)

  • PaySpace

    One-day basic training including ESS

    R3 500 (excl. VAT)

We are QuickBooks and Xero migration specialists.