QuickBooks Online

Is This for You?

This is a must-do course for anyone wanting to enhance their career in accounts in roles such as Accounts Assistant, Finance Assistant, and Bookkeeper. It would also benefit business owners who manage their own financial records.

Getting to grips with QuickBooks Online will help you impress potential employers, and you’ll have skills that are immediately applicable to the workplace.

Prior experience and understanding of manual accounting procedures are necessary and preferably some experience in a desktop computerised accounting package.

Award and Associated Qualifications

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Awarded 10 CPD points upon successful completion

About This Course

QuickBooks is a renowned online accounting program, used regularly in businesses across the globe.

During this interactive course, you’ll be guided through QuickBooks set-up and maintenance, products, sales, purchases, invoices and more.

Our training is flexible, so you can study in one of our Pitman training centres or from home/work. You’ll learn at a pace that suits you using the interactive audio and visual instruction.

No matter how you choose to study, you’ll have the full support and encouragement of our Pitman centre team throughout your training.

Once you’ve completed the course, you will have confidence in your ability to use this popular accountancy software.

Key Features at a Glance:

• Dynamic, interactive audio and visual instruction;

• Exercises to assist you in consolidating your learning;

• Additional exercises to enhance your knowledge and simulate a workplace environment;

• Proven course content that can lead to QuickBooks Certified User (QBCU) certification, if desired.

QuickBooks Online Course Content

There are five domains within the course and information on what is covered is as follows:

Domain 1 – QuickBooks Online Administration, Set Up QuickBooks Online, Manage Company Settings, Manage Lists, Manage Recurring Transactions, Journal Entries and Connect QuickBooks Online to Apps.

Domain 2 – Sales and Money In, Set Up Customers, Set Up Products and Services, Manage Sales Settings, Record Basic Money-In Transactions.

Domain 3 – Vendors and Money Out, Manage Vendor Records, Manage Expense Settings, Record and Manage Basic Money-Out Transactions.

Domain 4 – Bank Accounts, Transactions Rules, and Receipts, Implement Financial Account Connections, Manage Bank Feeds and Receipts.

Domain 5 – Basic Reports and Views, Content and Purpose of Reports, Customise and Deliver Standard Reports, Access Other Reports and Views.

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Aims and Objectives

The objective of this course is to give you the knowledge and confidence to record and carry out bookkeeping processes using QuickBooks.

There is also the opportunity to gain the QuickBooks Certified User certification. This will need to be arranged separately. Our Course Advisors can advise more on this should you wish to undertake this certification.

Pre-Requisites

Before starting this course, we recommend that you already have a good, working knowledge of manual bookkeeping processes and preferably Sage. You should also have some experience using common office programs such as Word and Excel.

Finance Options

Wherever possible our training is tailored to your needs. The cost of our training programmes depend on the course(s) you choose and varies according to duration and breadth. Rest assured we have a number of payment options available to ensure the cost of training is affordable and can be worked alongside your other financial commitments. Common ways people fund their training include: –

Self-Funded:

  • Flexible payment plans to help you spread the cost* available at many of our centres;
  • You could opt to pay upfront.

Company Funded:

Requesting funding from your employers needn’t be a daunting task. Many employers support and encourage their employees with their professional development and consider it a worthwhile investment to fund any training required.

What we can help with:

  • Providing a comprehensive training programme outlining learning outcomes
  • Tailored personnel letters
  • Communication with finance departments to arrange payment options (upfront or payment plan*).

Funding & Grants:
There may be the opportunity to apply for funded grants that can help towards the cost of training. These include the Skills Development Scotland ITAs and the ReAct programme in Wales. All schemes will have different terms and conditions that will need to be met in order to qualify for a grant and these are managed by each individual centre.

We’d recommend you speak to a Course Advisor in your local centre to find out whether they are registered to offer any such schemes and discuss your requirements further.

* Terms and Conditions apply. Speak to a Course Advisor for full information on the options available to you.

Career Path

Every business needs knowledgeable people to process the daily financial transactions and ensure everything is logged and recorded accurately. This course can help you gain roles such as Accounts Assistant, Finance Assistant, Sales Ledger Clerk, and Bookkeeper. From there you could pursue additional training and work towards more senior finance positions such as Assistant Management Accountant, Finance Team Leader, or Assistant Finance Manager.

Centre Availability

This diploma is offered at the following centres. Please contact the centre of your choosing for availability and additional information.

What’s the Difference?

We offer a range of training packages in a range of subject areas and can offer blended learning opportunities to best meet your needs.

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Our courses are practical in nature and focus on a single subject and can last anywhere from a few hours to a few days.

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Diplomas are designed to give you a complete skillset mapped to a specific career path and contain a number of core and elective courses.

Take the first step towards better skills, better careers, and a better life

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Pitman Training
0161 907 6724

Deem House, Walkers Court, Audby Lane, Wetherby, LS22 7FD.

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