Course Overview:
This 5-day intensive course offered at IRES is designed to equip participants with advanced knowledge and consultancy skills in QuickBooks Pro, focusing on both basic and complex functionalities. Ideal for accounting professionals aiming to provide consultancy services, this course covers QuickBooks setup, customization, troubleshooting, and advanced reporting. Participants will gain expertise in advising clients on best practices, optimizing workflows, and utilizing QuickBooks Pro to improve financial management for various business sectors.
Course Duration:
5 Days
Target Audience:
- Accounting professionals and consultants
- Financial managers and advisors
- Small business owners and entrepreneurs
- IT professionals specializing in finance software solutions
- Individuals interested in providing QuickBooks consultancy services
Personal Impact:
- Acquire advanced QuickBooks skills for consultancy and advisory roles.
- Master customization, troubleshooting, and best practices in QuickBooks Pro.
- Enhance client support through expert financial management solutions.
Organizational Impact:
- Improve financial process efficiency and accuracy for client businesses.
- Standardize QuickBooks practices for better financial control and reporting.
- Strengthen consultancy services with tailored QuickBooks solutions.
Course Level:
Course Objectives:
By the end of this course, participants will be able to:
- Set up and customize QuickBooks Pro for different business needs.
- Provide consultancy on QuickBooks Pro functionalities and troubleshooting.
- Advise clients on optimizing their financial workflows using QuickBooks.
- Generate advanced financial reports for data-driven decision-making.
- Apply QuickBooks best practices across various industries.
Course Outline:
Module 1: QuickBooks Pro Setup and Customization
- Overview of QuickBooks Pro features for consultants
- Setting up company files and chart of accounts for diverse industries
- Customizing QuickBooks to meet unique client needs
- Practical Exercise: Setting up QuickBooks for a sample client business
Module 2: Advanced Financial Reporting and Analysis
- Generating and customizing financial reports
- Analyzing and interpreting data for business insights
- Preparing industry-specific and client-specific reports
- Case Study: Creating and interpreting reports for client decision-making
Module 3: Troubleshooting and Best Practices
- Identifying and solving common QuickBooks issues
- Best practices for data accuracy, security, and backup
- Troubleshooting data import/export and software integration issues
- Practical Exercise: Resolving common QuickBooks Pro errors
Module 4: Workflow Optimization and Automation
- Streamlining accounting processes with QuickBooks tools
- Automating recurring transactions and reports
- Integrating QuickBooks with third-party applications
- Case Study: Optimizing a client’s workflow with QuickBooks automation
Module 5: Providing QuickBooks Pro Consultancy Services
- Building a successful QuickBooks Pro consultancy service
- Client needs assessment and project planning
- Developing QuickBooks training and support services for clients
- Real-life Project: Designing a QuickBooks implementation plan for a client
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
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:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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