Computerized Accounting, Bookkeeping & Finance Course
Build practical accounting and bookkeeping skills with our Computerized Accounting & Bookkeeping Course. Learn bookkeeping fundamentals, double-entry accounting, Chart of Accounts, Accounts Payable, Accounts Receivable, payroll, bank reconciliation, financial reporting, and basic financial analysis.
Gain hands-on experience with QuickBooks Online, Xero, Wave, Microsoft Excel, and Google Sheets, plus Stripe and PayPal payment gateway integrations. Learn how to connect accounting systems with CRMs, e-commerce platforms, and ERPs, and automate financial workflows using Zapier and Make.
The course also covers tax basics, compliance documentation, financial data security, and integrated bookkeeping workflows. A practical capstone project brings everything together by applying computerized bookkeeping, cloud accounting, bank feeds, payment integrations, reporting, and financial automation in a real-world business scenario.
Course Objectives:
- Understand core bookkeeping and financial accounting concepts.
- Develop practical skills in computerized bookkeeping and financial reporting.
- Gain hands-on experience with QuickBooks Online, Xero, Wave, Excel, and Google Sheets.
- Learn bank reconciliation, payment gateway integration, and financial data management.
- Automate and integrate financial workflows using Zapier, Make, and business platforms.
- Manage an end-to-end bookkeeping and finance workflow independently.
Course Content:
Module 1: Foundations of Bookkeeping & Financial Statements
- Introduction to bookkeeping and its role in business
- Income Statement, Balance Sheet, and Cash Flow Statement
- Understanding income, expenses, assets, and liabilities
- Importance of accurate financial records
Module 2: Double-Entry Bookkeeping & Chart of Accounts
- Introduction to the double-entry bookkeeping system
- Understanding debits and credits
- Account types and classifications
- Setting up and using a Chart of Accounts
- Recording basic financial transactions
Module 3: Accounts Payable & Accounts Receivable
- Understanding Accounts Payable and Accounts Receivable
- Creating and managing customer invoices
- Recording supplier bills and payments
- Managing payment terms and outstanding balances
- Tracking money owed to and by the business
Module 4: Payroll Basics
- Introduction to payroll processing
- Understanding gross pay, deductions, and net pay
- Recording basic payroll transactions
- Maintaining payroll records
- Introduction to payroll compliance concepts
Module 5: Bank Reconciliation & Bank Feeds
- Understanding the bank reconciliation process
- Matching bookkeeping records with bank statements
- Identifying and correcting discrepancies
- Connecting live bank feeds
- Importing and categorizing bank transactions
Module 6: Cloud Accounting Software QuickBooks Online, Xero & Wave
- Introduction to cloud accounting software
- Setting up business accounts and company profiles
- Recording income, expenses, bills, and payments
- Creating invoices and managing customers
- Managing day-to-day bookkeeping activities
Module 7: Spreadsheets for Finance
- Using Microsoft Excel and Google Sheets for bookkeeping
- Applying formulas and functions to financial data
- Organizing and analyzing bookkeeping records
- Creating pivot tables and financial summaries
- Building simple financial models
Module 8: Financial Reporting & Analysis
- Preparing Profit and Loss Statements
- Preparing and understanding Balance Sheets
- Preparing and reviewing Cash Flow Reports
- Analyzing income, expenses, and financial performance
- Identifying basic financial trends and issues
Module 9: Tax Basics & Compliance Documentation
- Introduction to basic tax concepts for bookkeeping
- Understanding tax-related financial records
- Organizing invoices, receipts, and supporting documents
- Maintaining accurate compliance documentation
- Preparing records for audits and compliance reviews
Module 10: Payment Gateway Integrations Stripe & PayPal
- Introduction to Stripe and PayPal payment gateways
- Connecting payment gateways with accounting software
- Recording online sales and customer payments
- Recording payment processing fees and payouts
- Managing refunds and payment adjustments
Module 11: Automating Financial Workflows with Zapier & Make
- Introduction to no-code financial automation
- Connecting accounting software with business applications
- Automating repetitive bookkeeping tasks
- Connecting CRMs, email platforms, and e-commerce tools
- Creating practical workflows with Zapier and Make
Module 12: Accounting System Integrations with Business Platforms
- Understanding accounting software integrations
- Connecting accounting systems with e-commerce platforms
- Integrating accounting software with CRMs and ERPs
- Introduction to built-in integrations and APIs
- Maintaining consistent financial data across platforms
Module 13: Data Security & Compliance in Financial Systems
- Understanding financial data security
- Managing user access and account permissions
- Safely handling sensitive financial information
- Applying basic data protection practices
- Understanding compliance requirements for financial systems
Module 14: Capstone Project: End-to-End Integrated Bookkeeping Workflow
- Set up a small business in cloud accounting software
- Create a Chart of Accounts and record financial transactions
- Connect and reconcile a bank feed
- Integrate a payment gateway such as Stripe or PayPal
- Generate and review financial reports
- Automate at least one financial workflow with another business platform
Learning Outcomes:
- Apply double-entry bookkeeping and manage financial transactions.
- Manage Accounts Payable, Accounts Receivable, and basic payroll.
- Perform bank reconciliation and use automated bank feeds.
- Use QuickBooks Online, Xero, Wave, Excel, and Google Sheets.
- Prepare and analyze key financial statements.
- Apply basic tax, compliance, and data security practices.
- Integrate payment gateways and business platforms.
- Automate financial workflows using Zapier and Make.
Prerequisites:
- Basic computer skills and familiarity with using software.
- Access to a free-tier cloud accounting platform such as QuickBooks Online, Xero, or Wave.
- No prior bookkeeping or accounting experience is required.
International Student Fees: 450 USD
Flexible Class Options
- Corporate Group Training | Fast-Track
- Weekend Classes For Professionals SAT | SUN
- Online Classes-Live Virtual Class (L.V.C) Online Training
