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QuickBooks Training

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QuickBooks Certificate for Accountants QBi Series

Developed specifically for accountants, the one day QuickBooks QBi series Certificate for Accountants course outlines the essential elements when working with clients using QuickBooks. Learn how to set up data files that are consistent with the general ledger program your accounting practice uses, as well as tips to ensure consistent reporting standards from clients.

In addition to focusing on Business Activity Statements and End of Financial Year reporting, this course will cover the following topics:

  • An overview of the QuickBooks range.
  • Setting up a new company for new businesses or those wishing to start a new data file.
  • An overview of QuickBooks preferences.
  • Navigating QuickBooks.
  • Setting up, modifying and deleting the chart of accounts.
  • Setting up GST and GST codes, including checking the accuracy and how these are used in QuickBooks.
  • Tax Invoices, including fundamental elements in a tax invoice.
  • Explanation of GST credits.
  • Checking the accuracy of data entry for account reconciliation.
  • An overview of QuickBooks reporting, including modifying reports to suit your business needs.
  • Creating journal entries in QuickBooks.
  • Completing a company file audit which collates useful, high-level information relating to your company file, as well as performs an integrity check of your data
  • Using closing dates.
  • Integration of QuickBooks with general ledger programs, including importing QuickBooks data into general ledger programs.
  • Identifying Common errors and Troubleshooting when working with on client files.
  • End of Financial Year processing, involving reports and the QuickBooks Accountant's edition, as well as QuickBooks housekeeping and interim maintenance of data files.

Prerequisites for the QuickBooks QBi series Certificate for Accountants include:

  • Basic keyboard and mouse navigation skills
  • Confidence with accounting principles and activities.
Please note that the QuickBooks QBi series Certificate for Accountants is recommended for public practice accountants and a thorough understanding of accounting fundamentals is presumed. This course does not teach accounting principles.


Please contact T3 Ventures for more information or to enrol in this course.

Upcoming Course Dates

  • 17th Jun 2010 09:30 - Parramatta
  • 19th Aug 2010 09:30 - Parramatta
  • 21st Oct 2010 09:30 - Parramatta
  • 16th Dec 2010 09:30 - Parramatta
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