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QuickBook Courses

Welcome to our QuickBooks Training Page
The next round of QuickBooks Courses has been set.

Certificate Course - Beginner

  • Two full days of training 
  • 9.00am to 4.00pm
  • Tuesday 12th & Wednesday 13th October 2010
  • $699.00 (incl GST) 
  • Training Manuals, Morning Tea's & Lunches provided 

Advanced Certificate Course

  • One Day Only 
  • 9.00am to 4.00pm
  • Friday 15th September
  • $375.00 (incl GST)
  • Training Manuals, Morning Tea's & Lunches provided

These Courses are hosted in our offices here in Rotorua and class size is kept to a maximum of 10 people.

If you would like further information on either of these courses or if you would like to register to attend please This e-mail address is being protected from spam bots, you need JavaScript enabled to view it .

QuickBooks Course Overviews

QuickBooks Certificate (Beginner)

The objective of the QuickBooks Certificate course is to develop a thorough understanding of how QuickBooks operates and to develop your skills in administering your business effectively using the QuickBooks product. Course material includes the very latest features of QuickBooks.

QuickBooks Certificate gives you an opportunity, over two days, to gain hands-on experience of the programme. This course will improve your knowledge of, and confidence in, QuickBooks and will enable you to use the software both more effectively and more efficiently to an Intermediate level.

Day One - "A comprehensive overview of how QuickBooks Works"

By the end of Day 1 you will have set up a company file, set up customers, vendors, terms and class lists. You will also have worked through basic Accounts Receivable and Accounts Payable functions.

  • 1. How QuickBooks Works - Using Lists, Journals, Date Driven Reports, Registers
  • 2. The QuickBooks Navigator - Moving around the programme
  • 3. Preferences - What they are and how to set up correctly
  • 4. The QuickBooks Lists - Setting up Chart of Accounts, Items, Customer List, Classes etc
  • 5. Use Edit, Delete, Hide and Merge functions.
  • 6. Accounts Receivable - Invoices, Cash Sales, Payments, Deposits
  • 7. Accounts Payable - Bills, Paying Bills, Remittance Advice
  • 8. Setting up your Company File - Important Tips

Day Two - "Using Quickbooks"

By the end of Day 2 you will have worked through all the processes you need to run the normal day to day bookkeeping for your business.

  • 1. Banking - Cheque payments, Transfers, Credit Cards, Petty Cash,
  • 2. Bank Reconciliations and locating discrepancies
  • 3. GST - Codes, Reports, Paying and Receiving.
  • 4. Form Customisation - Invoices, Cash Receipts, Statements etc
  • 5. Memorising Transactions & Reports
  • 6. Online Banking - Importing Bank Statements and Exporting Bill Payments in QuickBooks
  • 7. Integrating with Word, Excel and Outlook

QuickBooks Advanced Certificate


The objective of this intensive one-day QuickBooks Advanced Certificate course is to further develop your knowledge and understanding of the processes and features of QuickBooks. You will be shown ways to get the best out of your accounting software and how to better administer your business effectively using your QuickBooks product.

Day Three - "Using Quickbooks advanced features"

By the end of Day 3 you will have worked through examples and gained a good understanding of the more advanced features QuickBooks offers for your business.

  • Estimates and Progress Invoicing
  • Stock - Stock Items, Stock Assembly, Units of Measure
  • Job Costing - Billable Time and Costs
  • Advanced Accounts Receivable and Payable functions
  • Vehicle Mileage Tracker
  • Budgets & Forecasts
  • Advanced Features e.g. Shortcut Keys, Merging Lists, Memorising reports etc
  • Integration with Word, Excel and Outlook
  • QuickBooks reporting
  • Reference Material for:
    • Accountants Review Copy
    • Shortcut Keys

 

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Ph: 07 3455831
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