Training
Outline-
This is designed for one on one training to
cover just your specific needs for your unique business.
We look at setting up and maintaining your
business using either QuickBooks or MYOB depending on the accounting
package of your choice.
There are two courses.
The Basic course
items
1-8
Most of us
just want to be shown a few basic
instructions in order to produce the end product, the Business Activity
Statement.
This training
should just take 3 hours.
This will show you how to set up your Chart
of Accounts, input your data both expenses and income, reconcile
your Bank Account,
and produce your own
Business Activity Statement.
or
The Complete Course
items 1 - 21
We can however go into the whole box and
dice from the installation of the software to the production of specific
reports with which to manage your unique business more effectively.
Training Course and Activities
1. QuickBooks and
MYOB General Overview and its Applicabilty.
2. Getting Started
Installing
Programme and Registering Programme
3. Setting Up Your
Company
Company
details
Chart of Accounts, creating and deleting accounts, GST codes
4. Using Cheque Book
5. Receiving money
not Invoiced
6.
Bank Reconciliations
7. Using the Credit
Cards
8. Memorising
Transactions. The bookkeepers friend
9. Customising Your
Data File.
Create
Customer Accounts.
Create Creditor Accounts.
Create Inventory Items.
Entering Opening Balances.
10. Sales and Accounts
Receivable
Reconciling
Accounts Receivable
Accounts
Receivable Report.
Customising invoices
11. Purchases and
Accounts Payable
Purchase Orders
Converting Purchase Orders to Invoices
Reconciling
Accounts
Accounts
Payable Report.
Customising
Remittance Advices
12. Working with
Inventory.
Reconciling Inventory
Inventory Adjustments
Inventory Report s
13. Journal entries
14. Payroll
Payroll details, tax, super, group certificates,
15. QuickBooks or
MYOB and the GST.
16. Business Activity
Statements.
How to set the report up for your business, GI, G2,G10, G11 etc
17. Reports.
There
are three main reports
Bank Reconciliation
Accounts Payable,
Accounts
Receivable
18. Budgets for MIF.
(Management information)
19. Cash Flows for
the Bank Managers
20. Year end
Procedures
21. Customising and
securing your Data File
22.Exporting
to Excel
Live
Accounts
1.
Payroll
2.
Online Accounting
3.
Invoices
4.
Banking
5.
Reporting
6.
Expenses
7.
Contacts
8.
Security
9
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