The new and improved QuickBooks Core Certification
In addition to our Online Advanced Certification, we now offer an improved core course to help you on your way to becoming a ProAdvisor. We’ve taken on board your feedback and developed a brand new, comprehensive, on-demand course to become a QuickBooks certified user.
The new Core Certification includes user-centric enhancements for a more tailored learning experience. The course offers practical tips and advice to help you get the most out of QuickBooks.
Run by ProAdvisor Lauretta Finis, the Core Certification is your chance to get advice from the best in the business. Lauretta brings a wealth of knowledge and expertise, gained through years of successfully navigating the intricacies of financial management. She has a Certificate IV in accounting and seven years of QuickBooks experience. With Lauretta’s guidance, you will become confident using QuickBooks like an industry-leading professional.
Recognising the diverse schedules and commitments of professionals like you, the Core Certification is offered as an on-demand course. Enjoy the freedom to learn at your own pace, accessing training courses and modules whenever and wherever suits you. The on-demand nature of the course allows you to seamlessly integrate your learning into your existing routine, maximising efficiency and minimising disruption.
There are several hands-on or practical modules to enhance your proficiency in QuickBooks Online. From setting up your QuickBooks subscriptions to connecting bank accounts and completing reconciliations, you’ll learn how to become a master in all things accounting.
Core Certification course modules
The QuickBooks Core Certification includes seven modules to give you both a broad overview and deep insights about QuickBooks Online.
1. Overview of QuickBooks Online
Get to grips with the basics of QuickBooks Online, including creating a Quickbooks subscription, file setup, adding customers and suppliers, adding products and services and setting up GST.
2. Basic Payroll Setup
Payroll management is a critical aspect of business activity. In this module, you’ll learn the significance of integrating payroll with QuickBooks Online. Such as employee setup, creating pay categories, creating an pay-run and STP lodgement and paying Super via Beam.
3. Banking
Seamlessly connecting your bank accounts with QuickBooks has numerous benefits. This module emphasises the importance of accurate bank reconciliation and efficient banking workflows. Learn how to add, match and review transactions, create bank rule to save you time and capturing receipts and bills.
4. Transactions
Accurate transaction management is vital for maintaining reliable financial records. In this module, you’ll understand the role transactions play in tracking business activities. like creating a quote, invoice and payments, recording expenses, classes and locations and mileage tracking.
5. Reporting
Generating insightful reports is crucial for making informed decisions. This module highlights how to confidently support your business clients running reports required for compliance, business tracking and year end financial reporting. Discover QuickBooks’ reporting features so you can generate comprehensive reports and leverage data-driven insights.
6. Books Review and BAS Preparation
Compliance with tax regulations is essential for businesses. This module focuses on reviewing your books for the Business Activity Statement (BAS). Learn how to review and reconcile your books, ensuring accurate BAS reporting that saves time and minimises tax errors.
7. Preparing a Set of Accounts (EOFY)
The End of Financial Year (EOFY) process is critical for accurate financial reporting. In this module, you’ll explore the significance of efficient EOFY procedures. Learn about using the Prep for Taxes feature to save you time at year end, preparing financial statements, comprehensive sets of accounts, reconciliations, and closing procedures. By mastering EOFY processes, you’ll ensure compliance, facilitate smooth audits, and gain a clear financial overview of your business.
