- Intermediate knowledge of accounting principles
- Basic familiarity with import-export operations
Audience
- Human Resources personnel
- Administrative staff involved in accounting and payroll
QuickBooks is a powerful accounting software designed to streamline financial and administrative tasks. This course focuses on equipping HR professionals with the skills to utilize QuickBooks for financial management, payroll processing, and improving accounting workflows in the import-export sector.
This instructor-led, live training (online or onsite) is aimed at intermediate-level HR personnel who wish to leverage QuickBooks to optimize accounts payable, receivable, billing, and payroll processes in their organization.
By the end of this training, participants will be able to:
- Navigate QuickBooks features relevant to HR and financial accounting.
- Manage accounts payable and receivable effectively.
- Generate and track invoices for import-export operations.
- Automate payroll processes and handle employee benefits.
- Create customized financial reports for decision-making.
- Implement QuickBooks to enhance overall system efficiency.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Introduction to QuickBooks for HR and Accounting
- Overview of QuickBooks and its applications
- Understanding the QuickBooks interface
- Setting up accounts and company profiles
Accounts Payable and Receivable Management
- Recording and tracking vendor transactions
- Creating and managing customer invoices
- Monitoring payment statuses and aging reports
Billing and Invoicing for Import-Export Operations
- Generating customized invoices for international clients
- Tracking shipping costs and import duties
- Reconciling transactions across currencies
Payroll and Employee Benefits Management
- Setting up payroll and employee records
- Automating salary calculations and tax deductions
- Generating payroll reports and managing benefits
Financial Reporting and Analysis
- Creating profit and loss statements
- Analyzing cash flow for business decisions
- Generating reports for import-export performance
Advanced Features and System Optimization
- Integrating QuickBooks with third-party tools
- Customizing workflows to match organizational needs
- Ensuring data security and compliance
Practical Applications and Troubleshooting
- Real-world examples for import-export businesses
- Common challenges and how to overcome them
- Tips for maximizing QuickBooks efficiency
Summary and Next Steps