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E-Accounting (QuickBooks & Sage)

1. Introduction to E-Accounting

  • Overview of E-Accounting
  • Importance of Accounting Software in Business
  • Comparing Traditional vs. Electronic Accounting
  • Benefits of Using QuickBooks and Sage

2. Getting Started with QuickBooks

  • Introduction to QuickBooks Interface
  • Setting Up a New Company Profile
  • Managing Users and Permissions
  • Navigating the Dashboard and Tools

3. Chart of Accounts in QuickBooks

  • Understanding the Chart of Accounts
  • Adding, Editing, and Deleting Accounts
  • Categorizing Transactions
  • Account Reconciliation

4. Managing Income and Expenses in QuickBooks

  • Creating and Sending Invoices
  • Recording Customer Payments
  • Tracking Bills and Expenses
  • Managing Vendors and Supplier Payments

5. Banking and Reconciliation in QuickBooks

  • Connecting Bank Accounts and Credit Cards
  • Automating Bank Feeds and Transactions
  • Reconciling Bank Accounts
  • Troubleshooting Reconciliation Discrepancies

6. Generating Financial Reports in QuickBooks

  • Understanding the Different Types of Reports
  • Creating Profit & Loss Statements
  • Generating Balance Sheets
  • Customizing and Exporting Reports

7. Inventory Management in QuickBooks

  • Setting Up and Managing Inventory
  • Tracking Inventory Costs and Quantities
  • Creating Purchase Orders and Inventory Adjustments
  • Generating Inventory Reports

8. Introduction to Sage Accounting

  • Overview of Sage Interface and Features
  • Setting Up a New Company in Sage
  • Customizing Company Settings
  • Navigating the Sage Dashboard

9. Managing Accounts in Sage

  • Setting Up the Chart of Accounts in Sage
  • Adding and Editing Account Categories
  • Recording Journal Entries
  • Bank Reconciliation in Sage

10. Accounts Receivable and Payable in Sage

  • Creating Invoices and Receiving Payments
  • Managing Customer Accounts and Statements
  • Tracking Supplier Invoices and Making Payments
  • Managing Accounts Payable and Receivable Reports

11. Payroll Management in Sage

  • Setting Up Payroll in Sage
  • Processing Employee Payrolls
  • Managing Employee Benefits and Deductions
  • Generating Payroll Reports

12. Generating Financial Reports in Sage

  • Customizing Financial Statements
  • Profit & Loss, Balance Sheet, and Cash Flow Reports
  • Analyzing Financial Performance
  • Exporting and Sharing Reports

13. Taxation and Compliance in QuickBooks & Sage

  • Setting Up VAT/GST and Tax Codes
  • Managing Tax Returns and Filing
  • Recording Tax Payments and Liabilities
  • Generating Tax Reports

14. Backup, Security, and Data Management

  • Data Backup Procedures in QuickBooks & Sage
  • Ensuring Data Security and Compliance
  • Managing User Access and Permissions
  • Troubleshooting Common Issues

15. Final Project: Case Study and Practical Application

  • Creating a Sample Company in QuickBooks or Sage
  • Entering Transactions and Generating Reports
  • Presenting Financial Data and Recommendations
  • Review and Feedback on Final Project

Duration

3 - 4 Months

Benefits

  • Assigned Live Tutor to take you from start to finish via Zoom.
  • Hands-on Practical Training and Assignments.
  • Accredited Examination and Certification Online.
  • Industrial Training / Internships.
  • Career Guide, Mentoring and Continuous Support.
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