About ASPM.
The Africa School of Project Management (ASPM) was established in the year 2000 in Kenya as a membership based professional management organisation. The school was formed to address capacity building needs among development partners, donor organizations, Government agencies, International and private sector firms in Africa.
The school has been pivotal in capacity building in South Sudan, South Africa, Botswana, Eritrea, Ethiopia, Kenya, Uganda, Congo, Somalia, Liberia,The Gambia, Tanzania, Pakistan, Burundi and Rwanda. The school has trained over 12,000 staffs who are involved in different projects and also conducted surveys, evaluations and research in different projects and businesses in Africa.
Course Preamble
This course enables participants to be exposed to the true potential of the QuickBooks Financial Software.
Who should attend?
Office Managers, Bookkeepers, and Accounting Professionals benefit from learning how this software solution can be customized to the vast number of small to mid-sized businesses.
Broad Course Objectives
• QuickBooks Products and System Requirements Clean and Conversion File Setup
• Customizing Preferences
• Sales Cycle – Invoicing Customers, Customer Payments, Bank Deposits
• Procurement Cycle – Purchase Orders, Entering Bills, Paying Bills, Writing Checks
• Tips and Tricks on Unique Customer and Vendor Transactions
• Inventory Management Payroll Services
• Payroll Setup and Processing Sales Tax
• Data File Management Data Security Measures Year-End Procedures
Lesson One: Getting Started
• To gain an overview of the course and the topics to be covered
• To know how QuickBooks works and how you can get around in QuickBooks
• To learn common business terms used by QuickBooks
• To Discuss different versions of QuickBooks
• To see how to exit QuickBooks
Lesson Two: Setting Up and Managing QuickBooks Data Files
• To discuss decisions that must be made before using QuickBooks
• To create a new QuickBooks company using the Easy Step Interview
• To set QuickBooks preferences
• To discuss Single vs. Multi user mode and how to add users
• To discuss different QuickBooks file types and Backup Options
Lesson Three: Working with List and Items
• To edit the company chart of accounts
• To add a new customer to the Customers & Jobs list
• To add a new vendor to the Vendor list
• To learn about custom fields, and to practice adding custom fields
• To see how to manage lists and items in QuickBooks
Lesson Four: Working with Bank Accounts
• To learn how to work with registers for QuickBooks bank accounts
• To demonstrate how to open a register
• To learn the features common to all registers
• To learn when and how to make entries directly in the register
• To demonstrate how to reconcile a QuickBooks bank account
Lesson Five: Entering Sales Information
• To learn about the different formats available for sales forms
• To save sales and purchase forms in Portable Document Format (PDF)
• To practice creating a new invoice
• To learn the purpose and use of the QuickBooks Item list
• To see how QuickBooks records the information you enter on sales forms
• To memorize an invoice transaction for reuse
• To add a new item to the Item list
• To add a new price level to the Price Level list
• To associate a price level with a customer
• To generate reminder statements
Lesson Six: Receiving Payments & Making Deposits
• To learn how to record customer payments in QuickBooks
• To learn how to handle customer discounts, partial payments, overpayments, or down payments
• To see how to record a deposit in QuickBooks, and learn how QuickBooks treats the deposit behind the scenes
• To learn how to enter cash back from a deposit in QuickBooks
Lesson Seven: Entering and Paying Bills
• To discuss the different ways you can handle bills in QuickBooks
• To learn how to enter a bill in QuickBooks
• To use the Pay Bills window to pay a bill in QuickBooks
Lesson Eight: Using Other Accounts in QuickBooks
• To introduce the other account types available in QuickBooks
• To learn how to track credit card transactions in QuickBooks
• To reconcile a credit card account
• To see how to make a credit card payment
• To discuss the different types of asset and liability accounts you can create and see how to track assets and liabilities in QuickBooks.
• To introduce the subject of equity and QuickBooks equity accounts
Lesson Nine: Analyzing Financial Data
• To discuss some of the tools QuickBooks gives you for analyzing financial data: QuickReports, preset reports, and graphs
• To create a QuickReport
• To learn about the types of preset reports QuickBooks offers
• To practice creating reports and viewing them onscreen
• To customize a report by changing how it looks and the data it covers (filtering)
• To save reports as Portable Document Format (PDF) files
• To learn how to export a report to Microsoft Excel
• To practice filtering reports in Microsoft Excel
• To learn about the types of graphs QuickBooks offers
• To create and customize several graphs
Lesson Ten: Setting Up Inventory
• To get an overview of inventory in QuickBooks
• To practice filling out a purchase order for inventory items
• To track the receipt of the inventory items in QuickBooks
• To adjust inventory manually, to enter a stock loss or increase
• To set up and use units of measure
Lesson Eleven: Tracking and Paying Sales Tax
• To get an overview of sales tax in QuickBooks (the steps involved in tracking, collecting, and paying
• To see how to set up QuickBooks to track sales tax
• To see how to apply sales tax to a sale
• To learn how to determine a business’s sales tax liability
• To write a QuickBooks check to the appropriate tax agency for sales tax liability
Lesson Twelve: Doing Payroll with QuickBooks
• To gain an overview of payroll in QuickBooks
• To learn more about payroll setup
• To set up employee payroll information
• To set up payroll schedules
• To practice writing and printing a payroll check
• To learn how QuickBooks tracks your tax liabilities
• To practice paying payroll taxes
Lesson Thirteen: Tracking Time
• To learn how to track time worked on a project
• To learn how to invoice a customer for time worked on a project
• To create project reports for time tracking and learn about other project reports
• To learn how to set up items used to track time worked by owners or partners
• To learn how to pay nonemployees for time worked
Lesson Fourteen: Estimating & Progress Invoicing
• To learn how to create job estimates
• To find an estimate in a data file
• To learn to duplicate an existing estimate
• To create an invoice from an estimate
• To display project reports for estimates
• To update a job’s status
• To make an estimate inactive
Lesson Fifteen: Customizing Forms and Writing Quick Books Letters
• To learn how to modify a preset invoice form
• To design a custom invoice form
• To see how to print invoices
• To learn how to prepare a collection letter for overdue customers
• To learn how to edit a prewritten letter in QuickBooks
Fee information:
The tuition fee is US D 980 (Exclusive VAT). This caters for; • Six hours training every day • Training materials on soft / hard copy or both • Certificate • Meals-Tea at 10 Am, Lunch, Tea at 4 pm • One Tour or visit to our National parks/Zoo • Airport transfer
How to Register:
Kindly, drop us mail at info@aspm.co.ke or apply through the online form…http://www.aspm.co.ke/index.php/online-application