Accounting Software Training

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Sage 50 Accounts Course Outline

Module 1: Get Started with Sage 50 Accounts

  • Introduction to Sage 50 Accounts
  • Introduction to Customers in Sage 50
  • Accounts
  • Enter the Customer Records
  • Introduction to Suppliers in Sage 50
  • Accounts
  • Enter the Supplier Records
  • Creating Bank Account Records

Module 2: Charts of Accounts

  • Chart of Accounts Overview
  • Adding a Chart of Accounts
  • Exporting a Chart of Accounts into an Excel
  • Sheet
  • Copying a Chart of Accounts
  • Deleting a Chart of Accounts

Module 3: Cash Flow

  • Introduction to Cash Flow
  • Forecast
  • How to Export Cashflow Forecast?

Module 4: Budgeting and Departments

  • Discuss Budgeting Methods
  • Set your Budget Method
  • Create Department Records
  • Create Budget Records

Module 5: Bill of Materials

  • Introduction to Bill of Materials
  • Add BOM to a Product
  • Bill of Materials with Wizard Tool
  • Remove and Edit a Component from a Bill of Materials

Module 6: Remittance to Supplier

  • Remittance
  • Choose When to Create Remittances
  • Create a Remittance
  • Find the Remittance

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Who should attend this Sage 50 Accounts Training Course?

The Sage 50 Accounts Course in the United States is designed for anyone who wants to learn how to use the Sage 50 Accounts software. The following professionals can benefit from attending this course:  

  • Project Managers
  • Marketing Managers
  • Sales Managers
  • Operations Managers
  • Administrative Assistants Finance Professionals
  • Small Business Owners

Prerequisites of the Sage 50 Accounts Training Course

There are no formal prerequisites for the Sage 50 Accounts Course in the United States. However, a basic understanding of accounting concepts, Microsoft Windows and business terminology will be extremely beneficial for the delegates. 

Sage 50 Accounts Training Course Overview

Sage 50 Accounts Training is designed to equip individuals with the essential skills and knowledge required to efficiently manage financial accounts using the Sage 50 software. Financial management is a critical aspect of any business or organization, and Sage 50 is a widely used accounting software in the United States and is known for its effectiveness in handling financial transactions, payroll, and reporting.

Understanding Sage 50 Accounts is crucial for professionals in various fields, including finance, accounting, and business administration. Proficiency in using this software is essential for individuals responsible for financial management, bookkeeping, and maintaining financial records within their organizations. Business Owners, Accountants, and Finance Professionals should aim to master this to enhance their efficiency.

The 1-day training provided by The Knowledge Academy offers a comprehensive exploration of Sage 50 Accounts. Delegates will learn to navigate the software's features, including ledger management, payroll processing, and generating financial reports. Experienced instructors will guide participants through practical exercises, ensuring they can apply their knowledge in real-world scenarios.

Course Objectives

  • To master the fundamentals of Sage 50 Accounts, including navigation and basic functionalities
  • To understand and implement financial processes such as invoicing, cash flow management, and tax calculations
  • To gain proficiency in advanced features like financial reporting and stock management
  • To develop skills for efficient data entry and error minimisation in accounting tasks
  • To prepare for real-world application of Sage 50 Accounts in a business setting, enhancing employability and expertise

Upon completing this Sage 50 Accounts Training in the United States, delegates will benefit from increased proficiency in using the software for financial management. They will be able to streamline financial transactions, process payroll efficiently, and generate accurate financial reports, contributing to improved financial management practices within their organizations.      

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What’s included in this Sage 50 Accounts Training Course?

  • World-Class Training Sessions from Experienced Instructors          
  • Sage 50 Accounts Certificate        
  • Digital Delegate Pack

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Xero Introduction Training Course Outline

Module 1: Introduction

  • What is Xero?
  • Benefits of Xero
  • Basic Functions of Xero
  • Navigate Xero Using the Menus and Icons

Module 2: Dashboard

  • Setup Panels
  • Business Snapshot Panels
  • Customise your Dashboard

Module 3: Sales Invoices

  • Create an Invoice for Customer
  • Approve and Send a Customer Invoice
  • Create an Invoice Template

Module 4: Contacts

  • Add a New Contact
  • Add Account Numbers to your Contact Records
  • Set a Default Foreign Currency for a Contact

Module 5: Inventory and Emailing from Xero

  • How to Add an Inventory Item?
  • Add an Email Template
  • Fields in an Email Template
  • Insert Placeholders
  • Placeholders You Can Use for Each Email Type

Module 6: Quotes

  • Overview
  • Create a Quote and Add Options
  • Copy a Quote
  • Create a Quote from an Estimate
  • Create a Quote for a Job or Lead
  • Email a Quote
  • Add or Edit Email Information
  • What customers Can do with an Online Quote

Module 7: Customer Statements

  • Overview
  • Customer Statements and Prepayments
  • View, Print or Email a Customer Statement

Module 8: Purchase Orders and Purchase Invoices

  • Create and Save a Purchase Order
  • Purchase Order Delivery Address Options
  • Create an Invoice From a Purchase Order

Module 9: Bank Accounts and Reports

  • Add a Bank Account
  • Add a Credit Card Account
  • Reconcile Bank Account
  • Income Statement (Profit and Loss) Report

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Who should attend this Xero Introduction Training Course?

The Xero Introduction Training Course aims to teach professionals the basics of Xero, a cloud-based accounting software. The Xero Introduction Training can be beneficial for anyone who wants to learn how to use Xero. This course can be a valuable for various professionals, including:

  • Chartered Accountants
  • Certified Bookkeepers
  • SME Owners
  • Finance Managers
  • Payroll Clerks
  • Tax Consultants
  • Financial Analysts
  • Business Consultants

Prerequisites of the Xero Introduction Training Course

There are no formal prerequisites for attending the Xero Introduction Training. However, it will be helpful to have a basic knowledge of accounting principles, financial management concepts and basic computer skills.

Xero Introduction Training Course Overview

Xero, an innovative cloud-based accounting software, has transformed financial management for small to medium-sized businesses worldwide. This course offers a comprehensive introduction, covering the essentials of navigating and utilising Xero for effective financial administration. Its relevance in today's digital-first business environment cannot be overstated, providing users with real-time financial insights and the agility to make informed decisions.

Proficiency in Xero is crucial for accounting professionals, bookkeepers, and business owners aiming to streamline their financial operations. Mastering this software enables users to manage accounts payable and receivable efficiently, conduct bank reconciliations, and generate financial reports. Skilled Xero users are in high demand as more businesses adopt cloud-based solutions. It's now a vital competency for financial professionals.

The Knowledge Academy’s intensive 1-day training course is designed to equip delegates with the knowledge and skills to navigate and utilise Xero confidently. Attendees will learn to set up accounts, process transactions, and interpret financial reports efficiently. The hands-on approach ensures that participants leave with practical experience, ready to apply their new skills in real-world scenarios, enhancing their productivity and the financial health of their businesses.

Course Objectives:

  • To introduce the basics of Xero software and its interface
  • To demonstrate how to set up a company in Xero
  • To guide on entering and managing transactions effectively
  • To explain the process of bank reconciliation in Xero
  • To illustrate the creation and interpretation of financial reports
  • To teach efficient management of accounts payable and receivable

After completing this course, delegates will receive a certification in Xero Introduction Training. This Xero Certification confirms the proficiency of individuals in using Xero for financial management. It signals to employers and clients their capability to simplify accounting processes and improve the financial efficiency of their organisations.

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What’s included in this Xero Introduction Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Xero Introduction Certificate
  • Digital Delegate Pack

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Wave Accounting Training Course Outline

Module 1: Introduction to Wave Accounting

  • Overview of Wave Features
  • Cloud-Based Accounting Advantages
  • Setting Up a Wave Account
  • Navigating the Wave Interface
  • Basic Data Entry Essentials

Module 2: Chart of Accounts Management

  • Creating a Chart of Accounts
  • Account Categorisation Techniques
  • Customising Account Settings
  • Maintaining Accurate Account Balances
  • Chart of Accounts Reporting

Module 3: Transactions and Invoicing

  • Recording Income Transactions
  • Managing Expense Transactions
  • Generating Professional Invoices
  • Tracking Payment Receipts
  • Invoice and Receipt Reporting

Module 4: Bank Reconciliation

  • Connecting Bank Accounts
  • Reconciling Bank Transactions
  • Resolving Discrepancies Effectively
  • Bank Reconciliation Reporting
  • Ensuring Financial Accuracy

Module 5: Financial Reporting in Wave

  • Generating Financial Statements
  • Interpreting Balance Sheets
  • Analysing Income Statements
  • Utilising Financial Ratios
  • Reporting Customisation Options

Module 6: Tax Preparation and Compliance

  • Tax-Related Settings in Wave
  • Tracking Deductible Expenses
  • Managing Tax Liabilities
  • Simplifying Tax Season Processes
  • Ensuring Tax Compliance

Module 7: Payroll Processing

  • Setting Up Employee Profiles
  • Calculating Payroll in Wave
  • Handling Payroll Taxes
  • Payroll Reporting Features
  • Streamlining Payroll Tasks

 

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Who should attend this Wave Accounting Training Course?

This Wave Accounting Training Course is ideal for individuals who want to enhance their financial management skills and optimise their use of the Wave Accounting platform. The course is well-suited for:

  • Accountants
  • Bookkeepers
  • Small Business Owners
  • Entrepreneurs
  • Financial Analysts
  • Administrative Professionals
  • Managers and Decision-Makers

Prerequisites for Wave Accounting Training Course

There are no formal prerequisites to attend this Wave Accounting Training Course.

Wave Accounting Training Course Overview

Wave Accounting is a cloud-based financial management platform designed to streamline accounting processes for businesses of all sizes. Wave Accounting is crucial for businesses as it provides a user-friendly interface, efficient financial tracking, and simplifies complex accounting tasks. This training empowers organisations to optimise financial operations, enhance accuracy, and foster informed decision-making for sustainable growth. Individuals undergoing this training gain valuable skills to efficiently manage financial data, contribute to organisational success, and advance their career prospects. Proficiency in Wave Accounting enhances career opportunities, making individuals valuable assets for employers seeking skilled professionals in financial management and accounting roles. 

Our 1-day Wave Accounting Training Course provides delegates with in-depth understanding of the cloud-based financial management platform, gaining proficiency in its key features and functionalities. During this training, delegates will learn how to navigate the Wave interface effectively, perform essential tasks such as creating and managing a Chart of Accounts, recording transactions, and generating professional invoices. This course will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will help delegates get a complete understanding of accounting.  

Course Objectives  

  • To perform essential tasks such as chart of accounts management
  • To learn about the bank reconciliation and financial reporting effectively
  • To understand tax preparation, compliance, and effective payroll processing
  • To explore collaboration strategies and user permissions for optimisation
  • To integrate third-party tools and automate workflows effectively
  • To apply acquired skills for streamlined financial operations in practice

After attending this training, delegates will be able to create and manage a chart of accounts, record transactions, and generate professional invoices. They also will be able to implement collaboration strategies, manage user permissions, and integrate third-party tools for optimised workflows.

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What’s included in this Wave Accounting Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Wave Accounting Certificate
  • Digital Delegate Pack

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

QuickBooks Training Course Outline

Module 1: Introduction to QuickBooks

  • Overview of QuickBooks Features
  • Benefits of Using QuickBooks
  • Getting Started with QuickBooks

Module 2: Setting up Your Chart of Accounts

  • Create and Edit Accounts
  • Understanding Asset, Liability, Income, and Expense Accounts

Module 3: Understanding and Generating Reports

  • Generating and Customising Reports
  • Using Filters to Refine Report Data

Module 4: Managing Expenses and Access Required for Expenses

  • Expenses
  • Managing Expenses
  • Access Required for Expenses
  • Expense Claims

Module 5: Recording Information for Sub-Contractors and Capturing Insurance Details

  • Recording Information for Sub-Contractors
  • Recording Insurance Policies

Module 6: Clearing Cache & Cookies Regularly

  • Understanding Cache & Cookies
  • Clearing Cache & Cookies Regularly

Module 7: Understanding Retention and Capturing Information Correctly

  • Understanding Retention
  • Capturing Retention Information

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Who should attend this QuickBooks Training Course?

The QuickBooks Course in the United States is designed for individuals seeking to become proficient in using QuickBooks for efficient Financial Management and Accounting. This course will benefit the following professionals:

  • Small Business Owners
  • Entrepreneurs
  • Team Leaders
  • Accounting Professionals
  • Finance Managers
  • Office Administrators
  • Managers

Prerequisites of the QuickBooks Training Course

There are no formal prerequisites to attend this QuickBooks Training Course. However, a basic understanding of accounting principles can be helpful.

QuickBooks Training Course Overview

The QuickBooks Certification Course designed to equip individuals with the essential skills and knowledge required to effectively use QuickBooks, a widely used accounting software for small and medium-sized businesses. QuickBooks streamlines financial tasks, such as bookkeeping, invoicing, and financial reporting, making it an indispensable tool for financial management.

Understanding QuickBooks is essential for professionals across various fields, particularly those in Accounting, Finance, and Business Administration. Small Business Owners, Accountants, Bookkeepers, and Finance Managers in the United States should aim to master this subject to ensure accurate financial record-keeping, streamline financial processes, and improve overall financial management.

The Knowledge Academy's 1-day QuickBooks Certification Course in the United States is designed to maximize the potential of QuickBooks for users ranging from novices to experienced accountants. Participants gain in-depth knowledge of QuickBooks's features and learn how to optimize its tools for their specific business needs. The course covers key aspects like setting up accounts, managing invoices, and interpreting financial reports.

Course Objectives

  • To master QuickBooks fundamentals
  • To efficiently manage financial data
  • To streamline invoicing and reporting
  • To ensure accurate payroll processing
  • To enhance career opportunities with QuickBooks expertise

Upon completing this QuickBooks Certification Course, delegates will benefit from enhanced financial literacy and practical skills in using QuickBooks. They will be well-equipped to manage financial records accurately, streamline financial processes, and generate meaningful financial reports, contributing to improved financial management within their organizations in the United States.

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What’s included in this QuickBooks Training Course?

  • World-Class Training Sessions from Experienced Instructors  
  • QuickBooks Certificate
  • Digital Delegate Pack

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Tally Training Course Outline

Module 1: Introduction to Tally

  • What is Tally?
  • Features of Tally
  • Advantages of Tally
  • How to Buy Tally ERP?

Module 2: Tally Basics

  • How to Start Tally?
  • Screen Components
  • Tally Configuration
  • Accounting Features
  • nventory Features
  • Statutory and Taxation

Module 3: Accounting

  • Create Company
  • Alter, Delete, Shut Company
  • Tally Groups
  • Tally Create Group
  • Create
    • Single Ledger
    • Multiple Ledgers
    • Cost Centre
    • Inventor

Module 4: Create Inventory

  • Tally Stock Group
  • Create Single Stock Group
  • Create of Multiple Stock Groups
  • Create Stock Category
  • Creation of Godowns/Location
  • Create Stock Units and Items

Module 5: Payroll in Tally

  • Payroll Configuration
  • Enable
    • Payroll
    • Payroll Statutory
  • Define Employee
    • Category
    • Groups
    • Master Data
  • Create Simple and Compound Payroll Units

Module 6: Vouchers

  • Create Purchase Voucher
  • Create Sales Voucher
  • Creating Receipt Voucher
  • Create Credit Notes
  • TDS Configuration, Entries, and Returns

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Who should attend this Tally Training?

The Tally Course in the United States is designed for individuals from diverse backgrounds who want to learn how to use the Tally accounting software effectively. This course is beneficial for various professionals including:

  • Finance Managers
  • Bookkeepers
  • Tax Consultants
  • Auditors
  • Business Analysts
  • Procurement Managers
  • Inventory Managers
  • Retail Business Owners

Prerequisites of the Tally Training

There are no formal prerequisites for attending this Tally Course. However, a basic understanding of accounting would be beneficial for delegates.

Tally Training Course Overview

The Tally Course in the United States is a comprehensive course designed to equip delegates with the knowledge and skills needed to effectively use Tally, a widely used accounting software for businesses and organizations. Tally is renowned for simplifying financial tasks, including bookkeeping, accounting, inventory management, and financial reporting.

Understanding how to use Tally is essential for professionals across various fields, particularly those in Accounting, Finance, and Business Administration in the United States. Accountants, Finance Managers, Business Owners, and individuals responsible for financial record-keeping should aim to master this subject to ensure accurate financial reporting, streamlined financial processes, and improved overall financial management.

This comprehensive 1-day training in the United States, offered by The Knowledge Academy, covers the fundamentals of Tally software, including setting up accounts, recording transactions, managing inventory, and generating financial reports. Experienced instructors guide participants through practical exercises and real-world scenarios, ensuring they can confidently use Tally in their professional roles.

Course Objectives

  • To develop a comprehensive understanding of Tally software and its applications in accounting
  • To master financial management skills, including ledger creation, voucher entry, and balance sheet preparation 
  • To gain proficiency in GST compliance and tax management using Tally 
  • To enhance efficiency in inventory management and payroll processing through practical Tally applications 
  • To prepare for advanced Tally functionalities like multi-currency transactions and remote access

Upon completing the Tally Training in the United States, delegates will benefit from enhanced financial literacy and practical skills in using Tally. They will be well-equipped to manage financial records accurately, streamline financial processes, generate meaningful financial reports, and contribute to improved financial management within their organizations.

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What’s included in this Tally Training?

  • World-Class Training Sessions from Experienced Instructors
  • Tally Certificate
  • Digital Delegate Pack

Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +1 7204454674 or Inquire.

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