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Quickbooks Pro Consultancy Program

A QuickBooks Consultant has the ability to go way beyond the numbers. Because we live in both worlds of accounting and technology, we understand how to go beyond the basics to use QuickBooks to do what you always wished it could.

AKA a QuickBooks Pro Advisor, a consultant can:

  • Review your business process
  • Customize your system design, setup, and configuration
  • Extend and Integrate apps with QuickBooks
  • Custom Development to get granular business intelligence
  • Customize your reports
  • Provide QuickBooks training
  • Data Conversion

Course Outline

QuickBooks Pro consultancy Program

Target group; Accountants Book Keepers, Auditors, Trainers, Consultants

Training schedule: Every Tuesday and wednesday

9.00am – 4.30pm

No of hours 15 hrs (2 days)

Costing – 15,000 Payable in Full.

No of Seats: 10

Register Now

Course Outline


  • Introduction to the course with a brief overview
  • Understand the Accounting Software Tier Groups
  • Understanding QuickBooks and accounting softwares in general
  • Checklist before setting up a Profit/Non profit based entity
  • Setting up your company
  • Navigating around QuickBooks efficiently
  • Understand The Dynamics of a going concern
  • Set up the chart of Accounts for a Profit based entity
  • Highlighting the differences between Non Profit and Profit based
  • How to capture the opening balances correctly
  • Use & misuse of general Journals entries
  • Understand Cash Vs Accrual accounting concepts in QuickBooks



  • How to record Incomes without using journals
  • Recording incomes using Invoices and Cash sales
  • Understanding the proper use of Undeposited funds
  • Understanding the Mechanism and dynamics of Inventory management in QuickBooks
  • Inventory costing from FOB to Landed Cost
  • Setting up a Manufacturing entity in QuickBooks.
  • Recording Bills and Expenses using Cash/Accrual methods
  • Recording Foreign based transactions
  • Understanding bank reconciliation & how to locate discrepancy
  • How to close the Books
  • Handling Budgets in QuickBooks
  • Reporting tool and
  • Use of Find feature
  • Use of Payroll control Accounts.