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Grant Management Using QuickBooks


This course is designed to enable those involved with grant management  to become efficient and effective in the acquisition and utilization of funds for development purposes, using appropriate techniques and application of accounting and finance principles


10 Days


  • Finance Directors,
  • Finance Managers
  • Procurement Directors
  • Procurement managers
  • Procurement officers
  • Administrators
  • Project officers
  • Budget Accountants
  • Auditors
  • Chief Accountants
  • Credit Controllers


At the end of this IRES training course, you will learn:

  • Identify and assess the critical terms and conditions of grant aid for donor-funded projects
  • Ensure compliance with donor terms and conditions
  • Providing supporting documents
  • procurement of goods and services; and meeting financial reporting requirements
  • Use a grant schedule to managing multiple-funded programmes
  • Prepare a donor financial report to match with a project narrative report.
  • Describe the four phases in the grant management cycle
  • Clarify key responsibilities and routines needed for successful grant management
  • Describe the impact of foreign exchange on grant management
  • Identify the requirements for closing off a donor grant.
  • Use of Quickbooks  and Excel in management of grant

TOPICS TO BE COVERED                  

  • Key challenges in grant management
  • The grant management life cycle
  • Responsibilities and routines in grant management
  • The flow of donor funds
  • Assessing the terms and conditions in grant agreements
  • How grant agreements impact on accounting and procurement systems
  • Complying with donor reporting requirements
  • Managing multiple-donor funded projects
  • Managing key relationships for successful grant management
  • Advance QuickBooks in grant management
  • Advanced excel formulas and functions for grant management
  • Excel chart in depth for grant presentation



The instructor led trainings are 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


This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817,+254 (020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment should be transferred to IRES account through bank on or before C.O.B 30th September 2019.

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


Payment for all courses includes a registration fee, which is non-refundable and equals 15% of the total sum of the course fee.

1.    Participants may cancel attendance 14 days or more prior to the training commencement date.

2.    No refunds will be made 14 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

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 10 Days
Event Date 07-10-2019
Event End Date 18-10-2019
Cut off date 30-09-2019
Individual Price(Kenyan) KES 139,000
Individual Price (International) EUR 1,592
Individual Price(International in Dollars) USD 1,853
Location Nairobi, Kenya
We are no longer accepting registration for this event
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