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Financial Management using Quickbooks Course


This course on QuickBooks Pro accounting software, involves setting up of new company and chart of accounts; recording transactions with customers, vendors and employees; managing lists; running reports and customizing them; changing forms and generating letters. It is required for the participants to have familiarity with the PC. QuickBooks Pro Accounting is one of the most popular accounting programs used in the business community. This course will enable students to efficiently use this application.


5 Days


At the end of the training participants will be able to:

  • Start QuickBooks Pro Accounting
  • Identify parts of the screen
  • Set up QuickBooks
  • Work with lists
  • Enter sales and invoices
  • Customize forms
  • Enter payments, deposits, paying bills
  • Work with bank accounts
  • Analyze financial data
  • Track and pay sales tax
  • Create payroll


Module 1

Starting QuickBooks Pro Accounting

  • Opening Sage Pro Accounting
  • Identifying parts of the screen
  • Identifying menus and toolbars
  • Setting up quickbooks
  • Identifying sections
  • Navigating in Pastel
  • Using Easy Step interview
  • Entering the information
  • Backup the information

Setting up Quickbooks

  • Identifying sections
  • Navigating in QuickBooks
  • Using EasyStep interview
  • Entering the information
  • Backup the information


  • Editing the chart of accounts
  • Working with customer list
  • Working with employee list
  • Working with vendor list
  • Adding custom fields
  • Managing lists
  • Printing lists

Module 2

Working with Customers

  • Invoice
  • Sales Receipt
  • Sales forms
  • A/R Register
  • Memorizing sales
  • Entering a new service item
  • Recording customer payment
  • Making deposits

Customizing forms

  • Creating a new template
  • Designing a custom layout for an invoice form
  • Using Quickbooks letter

Module 3

Working with Vendors

  • Accounts payable
  • Enter bills
  • Pay bills
  • Write checks

Bank accounts

  • Entering checks directly
  • Bank account register
  • Entering a handwritten check
  • Transferring money between accounts
  • Reconciling checking accounts

Other accounts

  • Tracking credit card transactions
  • Asset accounts
  • Liability accounts

Module 4

Analyzing Financial Data

  • Creating Quikbook Reports
  • Preset Reports
  • Exporting to excel
  • Creating Quick Insight graphs

Sales tax

  • Setting up tax rates and agencies
  • Grouping single tax together
  • Identifying most common tax
  • Indicating who and what gets taxed
  • Applying tax to each sale
  • Determining what you owe
  • Paying tax agencies

Module 5


  • Setting up payroll
  • Adding payroll items
  • Setting up employee payroll information
  • Writing payroll checks
  • Tracking tax liabilities
  • Payroll taxes

Estimating and progress invoicing

  • Creating jobs and estimates
  • Creating an invoice form an estimate
  • Projects reports for estimates
  • Updating job status


The instructor-led training 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 an Indepth Research Services (IRES) certificate.


The training is residential and will be held at IRES Training Centre. 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.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it..

Mob: +254 715 077 817.

Tel: 020 211 3814.


Payment should be transferred to IRES account through bank on or before C.O.B  18th November 2019.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it..



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

Mob: +254 715 077 817

Tel: 020 211 3814.

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 Properties

Event Duration 5 Days
Event Date 25-11-2019
Event End Date 29-11-2019
Cut off date 18-11-2019
Individual Price(Kenyan) KES 69,000
Individual Price (International) EUR 790
Individual Price(International in Dollars) USD 920
Location Nairobi, Kenya
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