QuickBooks for SMES Course


QuickBooks is a business accounting software program used by small businesses to manage sales and expenses and to keep the record of daily transactions. QuickBooks can be used to invoice customer, create reports for tax file and planning. It maintains desktop and online accounting applications.

Who should Attend

Any individual from SMES who wishes to boost up their knowledge and skills in accounting can attend this course. This course will be beneficial for professionals who are already active in the field of accounting.


10 Days

 Course Objectives 

  • Help SMES to manage the sales and expenses
  • Keep the record of daily transactions
  • Invoicing customers

Course Outline

Principles of Accounting

  • Accounting Purpose
  • Reviewing Common Financial Statements
  • Accounting Principles

Double-Entry Bookkeeping

  • Fiddle-Faddle Accounting Method
  • Double-Entry Bookkeeping Working

Accounting Problems

  • Working with Accounts Receivable
  • Record Account Payable Transactions
  • Inventory Accounting
  • Accounting for Fixed Assets
  • Recognise Liabilities
  • Closing Revenue and Expense Accounts

Setting Up QuickBooks

  • Plan New QuickBooks System
  • Install QuickBooks
  • Running QuickBooks Setup Wizard
  • Identify Starting Trial Balance

Loading Master File Lists

  • Setting Up the Chart of Accounts List and Item List
  • Working with Price Level List
  • Using Sales Tax Codes
  • Setting Up Lists – Customer, Vendor, Fixed Asset, etc.

Working with Settings

  • Access Preferences Settings
  • Setting Accounting Preferences
  • Setting Bills, Calendar, and Checking Preferences
  • Control-Integrated Applications, Inventory, and Estimated Work
  • Integrated Payment Processing
  • Setting Search and Send Forms Preferences

Invoicing Customers

  • Choose and Customise an Invoice Form
  • Invoicing a Customer
  • Billing for Time
  • Printing and Emailing Invoices
  • Record Sales Receipts and Credit Memos
  • Assessing Finance Charges

Paying Vendors

  • Create Purchase Order
  • Paying Bills
  • Reviewing Other Vendor Menu Commands

Track Inventory and Items

  • Using the Item Code Column, List Window, and Inventory Reports
  • Add Items to the Item List
  • Editing Items
  • Manage Inventory in a Manufacturing Firm

Managing Cash and Bank Accounts

  • Writing Checks
  • Recording Register Transactions
  • Review Other Banking Commands

Paying Employees                                                                                   

  • Setting Basic Payroll
  • Scheduling Payroll Runs
  • Paying Employees
  • Edit and Void Paychecks
  • Paying Payroll Liabilities

QuickBooks Journal Entries

  • Working with Journal Entries
  • Working with Memorised Transactions
  • Review Accountant and Taxes Reports

Preparing Financial Statements and Reports

  • Producing Report
  • Working with Report Window
  • Modifying a Report
  • Processing Multiple Reports

Preparing a Budget

  • Budgeting Types
  • Using Set Up Budgets Window
  • Managing with a Budget

Working with Activity-Based Costing

  • Review Traditional Overhead Allocation
  • Working of ABC
  • Implement an ABC System
  • How QuickBooks Supports ABC?
  • Turning on Class Tracking
  • Use Classes for ABC

Setting Up Project and Job Costing Systems

  • Setting Up QuickBooks Job
  • Tracking Job or Project Costs
  • Job Cost Reporting
  • Job Estimates

Administering QuickBooks

  • Keep Data Confidential
  • Use QuickBooks in a Multiuser Environment
  • Audit Trails
  • Enable Multiuser Access

Protecting Data

  • Backing QuickBooks Data File
  • Restore QuickBooks Data File
  • Condensing QuickBooks Company Files

Enroll for this Course

We are proud to offer this course in a variety of training formats to suit your needs.


Enroll for a Face-to-Face (In-Person) Class

We use the highest quality learning facilities to make sure your experience is as comfortable as possible.

Register Here

Enroll for a Virtual (Zoom) Class

Join a scheduled class with a live instructor and other delegates.

Register Here

Enroll for an Online Self-Paced Class

Keep track of your own progression throughout your course and ensure continuous improvement.

Register Here

Benefits of Taking a Course at IRES


Our courses are carefully curated to keep you abreast of latest industry trends, technological advancements, and best practices. We employ a variety of teaching methodologies, including hands-on workshops, case studies, and interactive sessions, all aimed at fostering an engaging and effective learning environment. Our expert instructors bring a wealth of knowledge and real-world experience, providing our clients with insights that can be immediately applied in their professional lives.


Our courses serve as a vibrant platform for professionals to connect and engage with a diverse community of peers, industry leaders, and experts. By participating in our programs, you gain access to an invaluable network that spans across various sectors and geographical boundaries. This networking aspect is not just about forming professional relationships; it's about creating a supportive ecosystem where ideas, opportunities, and collaborations can flourish.


Our courses are designed to challenge and inspire professionals to step out of their comfort zones and explore new horizons. Through a combination of theoretical knowledge and practical application, our programs help professionals refine their existing skills and acquire new ones, making them more versatile and competitive.

FAQs & Course Administration Details:

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on Phone: +254 715 077 817 or Email: [email protected].
The instructor led trainings are delivered using a blended learning approach and comprise 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 Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Payment should be transferred to IRES account through bank on or before start of the course. Send proof of payment to [email protected].
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer. Email: [email protected] Phone: +254 715 077 817.