01 / Bookkeeping foundations
Follow a sample transaction from source document to ledger and identify how it affects the financial statements.
Accounting / Foundation
QuickBooks Online & Bookkeeping
Build confidence in everyday bookkeeping, from the first transaction to the month-end close.
What you’ll learn.
- Set up a chart of accounts and opening balances
- Record sales, expenses and bank transactions
- Reconcile accounts and prepare management reports
Proposed course outline
What you’ll practise.
02 / QuickBooks setup & workflows
Set up a sample company, choose account categories and enter customer and supplier transactions.
03 / Bank reconciliation
Match bank activity, investigate differences and document a reconciliation with an audit trail.
04 / Month-end reporting
Review receivables, payables and management reports; assemble a close checklist.
Skills covered in this course
Chart of accounts, customer invoices, supplier bills, bank reconciliation and month-end bookkeeping.
Your practical project
A reconciled sample business file and a month-end checklist.
Final curriculum, instructor, duration, software access and assessment details will be confirmed before enrolment.
Is this course right for you?
Who it’s for
New bookkeepers, small business owners and finance administrators.
Your starting point
Comfort using a computer and basic arithmetic; previous bookkeeping experience is optional.
Course questions, answered.
Who is QuickBooks Online & Bookkeeping for?
New bookkeepers, small business owners and finance administrators.
What experience do I need?
Comfort using a computer and basic arithmetic; previous bookkeeping experience is optional.
What practical work is included?
A reconciled sample business file and a month-end checklist.
How do I confirm the schedule and fee?
Request the confirmed duration, fee, delivery format, instructor and software requirements before enrolment.
Does this course award a professional designation?
This is independent professional development. It does not award a regulated designation or vendor certification.
Find the skill that moves you forward.
Tell us your goals. We’ll help you explore the right course.