EMFAD Courses

Finance and Accounting

QuickBooks for Small Business

Set up QuickBooks Online correctly, run your daily bookkeeping, reconcile and close each month, and produce clean reports your accountant can rely on.

  • Beginner
  • About 6 hours
  • 4 modules
  • 15 lessons
  • Certificate of completion

About this course

Get your books right without an accounting degree. Set up QuickBooks correctly, run your daily finances, and produce clean reports your accountant will love.

What you will learn

  • Choose the right QuickBooks version and plan for your business needs and country
  • Set up a company file with correct settings, chart of accounts, opening balances and user permissions
  • Record invoices, payments, expenses, bills and inventory items using the correct forms
  • Import and match bank and mobile money transactions and reconcile every account
  • Set up VAT or sales tax and record payroll accurately, including external payroll journals
  • Run core reports, avoid common errors and complete a month-end close with locked periods

Curriculum

Module 1QuickBooks Setup4 lessons
  1. 1Choosing Your QuickBooks Version Free preview
  2. 2Company Setup Step by Step
  3. 3Chart of Accounts Configuration
  4. 4Users and Permissions
  5. QModule quiz (4 questions)
Module 2Daily Operations4 lessons
  1. 5Invoicing Customers
  2. 6Recording Expenses and Bills
  3. 7Banking Feeds and Matching
  4. 8Products and Services Setup
  5. QModule quiz (4 questions)
Module 3Monthly Management4 lessons
  1. 9Reconciling Accounts
  2. 10Running Core Reports
  3. 11Managing Sales Tax
  4. 12Payroll Overview
  5. QModule quiz (4 questions)
Module 4Better Books3 lessons
  1. 13Common QuickBooks Mistakes
  2. 14Month-End Close in QuickBooks
  3. 15Course Project: Set Up a Complete Company
  4. QModule quiz (4 questions)
PFinal project: Set Up a Complete Company

Who this course is for

  • Small business owners who want to keep their own books in QuickBooks
  • Bookkeepers and administrators taking over a QuickBooks file
  • Freelancers and new accounting staff who want practical QuickBooks skills

Requirements

  • A computer with a modern web browser and internet connection
  • Access to QuickBooks Online through a free trial or subscription (check current offers on Intuit's website)
  • No accounting background is required; basic spreadsheet skills help

What is included

Written lessons

15 lessons, each with a practical exercise and key points to remember.

Module quizzes

A short quiz at the end of each module. Pass mark 70%, and you can retake it.

Final project

Set Up a Complete Company. A practical brief with steps and a way to check your own work.

Certificate

A certificate of completion from EMFAD Courses with a unique code anyone can verify.

How the certificate works

Complete every lesson and pass every module quiz with 70% or more. Your certificate then appears in your learner area, ready to print or save as PDF. It shows your name, the course title, the completion date and a unique code. It is a certificate of completion from EMFAD Courses, not an accredited qualification.

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