Setup & Customisation Training Course

THE SETUP & Customisation Training Course is designed to teach you how to navigate the software, find out where information is stored, and provide you with initial set up information like terms, bank accounts, financial and organisational settings. It also gives you an understanding of opening balances, accounting periods, charts of accounts, bookkeeping terminology and form templates.

We’ll walk you through the process of setting up a business from scratch and you can replicate these steps for your own business. The courses which follow on from this course will build on these skills. The Setup & Customisation Training Course is the perfect foundation for your learning, as it provides terms, navigation and set up information. More information about what is included, follows below.

Course Completion Time: 5 Hours

 

Bookkeeping Basics

The Bookkeeping Basics part of the course contains videos that will give you a general introduction to Accounting and Bookkeeping. We cover aspects like the Australian Tax Codes and what these may be used for; Debit and Credit principals in an accounting sense; and the meaning behind Cash and Accrual Accounting.

• DIY Accounting Introduction
• DIY Accounting – Charts of Accounts
• DIY Accounting – Tax Codes
• DIY Accounting – Cash Vs. Accrual Accounting Methods
• DIY Accounting – Debits-Credits-Income-Expenses
• DIY Accounting – Intro to Credit Control

 

Online Bookkeeping Software Setup

This section covers using the trial of the accounting software to setting up your brand new company. This cloud Accounting Information Software (AIS) stores all of your data securely in the cloud, ultimately saving space on your computer and providing you with the ability to access your files from virtually anywhere.

• Setup Course – Intro to Accounting Software
• Setup Course – Free Software Trial
• Setup Course – Organisational Settings
• Setup Course – Financial Settings
• Setup Course – Invoice Settings and Users
• Setup Course – Chart of Accounts
• Setup Course – Account Balances
• Setup Course – Invoice Settings – Default
• Setup Course – Invoice Settings – Email Settings
• Setup Course – Dashboard – Watchlist
• Setup Course – Contacts – Add New Contact

 

Setup — Manage Bank Accounts

Cloud Accounting Software enables you to connect to, and retrieve, bank feeds from your bank accounts and also PayPal – which is a great way to setup credit card merchant services. This is one of the fantastic features of cloud-based accounting software because it saves a considerable amount of time and effort getting bank account information into your accounting software.

Once the bank account information (real world) is in your accounting software you can then quickly perform a bank reconciliation. Once the bank reconciliation is completed, you can obtain all of the important reports that demonstrate how the business is travelling.

• Setup – Add Bank Account
• Setup – Add Credit Card
• Setup – Add PayPal Accounts
• Setup – Manage Bank Accounts on Dashboard

 

Back to Short Courses in Xero, QuickBooks & MYOB AccountRight and MYOB Essentials

Short Courses now enrolling every day

Before the Internet we operated Physical training centres in Sydney to help students in their career and running their own businesses with short courses which typically last no more than a month. We conducted these courses during the day or as night courses which students could complete after work but now these courses are available to anyone from anywhere and you can start today and not have to wait for a course timetable.

Even TAFE Courses have changed and these Nationally Accredited courses, such as the Cert IV in Bookkeeping and Accounting can be delivered and assessed via any RTO (Registered Training Organisation).

Short courses in Bookkeeping, particularly Xero, MYOB and QuickBooks are a great way to learn because of the 30 day free trial subscription offered by the major accounting software companies. Even though we provide students with 12 months access most courses can be completed within 40 hours and you can do as little or as much as you want.

Xero, QuickBooks & MYOB Short Courses

This website is dedicated to the needs of modern bookkeepers who often work from their own home using cloud based accounting programs, These good bookkeepers find that knowing how to use just one software program is no longer acceptable or even viable if they are going to run a successful bookkeeping business. These days its important to know how to navigate around and use all the major software programs.

If you are interested in the Beginners to Advanced Courses in Xero, MYOB or QuickBooks visit our main website where we have the COMPLETE pricing which gives you EVERYTHING we have for each program for a low price.

If you are looking for just particular skills in each of the major software programs visit the Bookkeeping Academy website where you can pick and choose exactly which courses you want or choose courses that will help with your CPD hours for BAS Agent compliance with the Tax Practitioners Board requirements.

Combination Courses and Nationally Accredited Cert IV in Bookkeeping and Accounting

At this website you can learn how to perform distinct tasks based on the requirements of many job descriptions such as:

• Setup & Customisation of Accounting Software (contract bookkeeper)
• Quotes, Invoicing, Accounts Receivable & Accounts Payable (Office Admin, Junior Bookkeeper)
• Credit Management Officer
• End of Month, Journals and Bank Reconciliation (contract bookkeeper or Accounts Administrator)
• GST, BAS & Reporting (Finance Manager or Office Administrator)
• Payroll Administration Officer
• Advanced Bookkeeping Cashflow Reporting, Budgets & ROI (Finance Manager)

These skills are delivered either as short courses by us or via our RTO Partner as part of a Nationally Accredited Courses and Qualifications in Bookkeeping

Bookkeeping Software Training Courses

Training Course Outline

Here is a list of the video training tutorials and resources:

Setup – Create a New Company

• setup – creating a new company
• setup – new company accounting info
• setup – accounts list and filename
• setup – data entry & record selection options
• setup – contact log to do list help
• setup – description of accounts list
• setup – creating and deleting accounts
• setup – entering opening balances

Setup – Set Up Your New Accounting Company

• Setup – sales layouts
• setup – selling and payment defaults
• setup – linked accounts for sales
• setup – creating customer cards
• setup – historical sales
• setup – purchases setup
• setup – security preferences
• setup – sales preferences

Setup – Chart of Accounts and Opening Balances

• setup – tax codes
• setup – accounts list
• setup – edit and delete accounts
• setup – intro to linked accounts
• setup – edit and delete linked accounts
• setup – edit linked accounts blooper
• setup – entering opening balances

Setup – Customer and Supplier Cards and Inventory

• setup – creating supplier and customer cards
• setup – extra card file details
• setup – supplier bank account details
• setup – creating items
• setup – extra item information
• setup – inventory opening balances
• setup – inventory adjusting balances

Setup – Backups

• setup – closing and backup
• setup – backup on multiple disks
• setup – opening your new file
• setup – restoring a backup file

Setup – Customise Forms (Part 1)

• setup – intro to customising forms
• setup – invoice form layouts
• setup – tax inc vs tax ex invoice layouts
• setup – text fields vs data fields
• setup – deleting fields and lines
• setup – moving and resizing fields

Setup – Customise Forms (Part 2)

• setup – customising toolbar
• setup – form properties
• setup – text formatting for fields
• setup – copy and paste logo into form
• setup – inserting a logo image file
• setup – final form customisations

Daily Transaction, A/P, A/R and Credit Management

Sales Module

• Main Screen
• Sales Screen
• Sales Layouts
• Sales – enter items
• Sales – changing item information
• Sales – changing payment terms
• Sales – entering a service invoice
• Sales – time-billing and printing
• Sales – creating a sales quote
• Sales – creating a sales order
• Sales – converting quote to order
• Sales – converting order to invoice
• Sales – convert order to invoice in Sales Register
• Sales – inserting & deleting lines & headings

Day to Day – Finding Transaction Details

• Finding – Sales Register
• Finding – Transaction Journal
• Finding – To Do List navigation
• Finding – To Do List – AR and AP
• Finding – Intro to Statements
• Finding – Intro to Find Transactions
• Finding – Find Transactions in detail
• Finding – Keyboard Shortcuts
• Finding – Receive Payments and Pay Bills
• Finding – Custom Lists in sales & purchases

Email and Print Invoices and Statements

• Printing – Printing Receipts
• Printing – Print or Email an Invoice
• Printing – Printing unprinted invoices
• Printing – emailing or printing statements
• Printing – email or print activity statements
• Printing – invoice vs activity statements

Credits, Bad Debts and Reversals

• Misc – recording a cash sale
• Misc – Entering Credits
• Misc – Settling Credits and returns
• Misc – Bad Debts
• Misc – Deleting Payments & Sales
• Misc – Reversing Transactions
• Misc – Creating a Card on the fly
• Misc – Creating an Inventory item

Receipts and Part Payments

• Receipts – Apply a payment while invoicing
• Receipts – Receive Payments account
• Receipts – Receive Payments for an invoice
• Receipts – Receive Part Payments
• Receipts – Receive Over Payments

Purchases Module

• Purchase – Receive Money and Pay Bills
• Purchase – Creating a purchase
• Purchase – Creating a purchase order
• Purchase – Converting purchase order to bill
• Purchase – Create an item credit
• Purchase – Purchases Register
• Purchase – Settling Credits
• Purchase – Reverse or Edit a purchase
• Purchase – How much do you owe
• Purchase – Payment for purchases
• Purchase – Analyse Payables

Banking Module

• Banking – Intro to Bank Register
• Banking – Spend money
• Banking – Receive Money

Journals, Tricky Transactions and End of Month Tasks

Bank Reconciliation – Data File & Loan Account

• Importing and Working with data
• Directors Loan Account – Creating a Loan Account
• Directors Loan Account – Transfer loan funds
• Directors Loan Account – Transaction details and Accts Payable
• Setup Accounts Payable Linked Account
• Editing or deleting a transaction entry

Bank Reconciliation – Entering Transactions

• Entering Transactions – Creating Customer Cards
• Entering Transactions – Creating Inventory Items
• Entering Transactions – Entering a Sale and Payment
• Entering Transactions – Spend money
• Entering Transactions – Receive money from a client
• Reconcile your cheque account to your bank statement

 

Reporting, GST and BAS Course

• Reporting and BAS – Introduction to Reporting
• Reporting and BAS – Customising the Profit and Loss Report
• Reporting and BAS – Changing the Display Formatting
• Reporting and BAS – Where do we see GST in source documents and accounts list
• Reporting and BAS – GST and Tax Code reports for Accrual and Cash Accounting
• Reporting and BAS – BAS Info and intro to BASlink
• Reporting and BAS – GST calculations for Sales and non-capital purchases to show the GST owing

 

Payroll Administration Training Course

Payroll Course – Navigating and Finding

• Payroll and Card file command centres
• Payroll Categories
• Employee payroll information
• Employee Payment Transactions
• Employee Payroll Advice Report
• Payroll Workbook (part 1)

Payroll Course – Setup and Processing Pays

• Setup for Payroll and Tax tables
• Creating new employee cards and setting up categories
• Extra Payroll settings for employee cards
• Superannuation information for employees
• Processing Payroll – Performing a pay run
• Processing Payroll – Editing and Deleting incorrect pay slips
• Processing Payroll – Editing and Deleting incorrect pays using transaction journal
• Processing Payroll – Understanding Payroll and the Account List
• Processing Payroll – Processing Payment of Payroll Liabilities
• Processing Payroll – Processing Payment of Salary Sacrifice
• Processing Payroll – Setting up a deduction for employees social club
• Processing Payroll – Including deductions for employees social club
• Payroll Reporting – Payroll Summary and Employee Register
• Payroll Reporting – Reconciling your Super, Wages and PAYG Taxes
• Payroll Reporting – Printing of EOY Payment Summaries

Advanced Payroll Administration Training Course

• Create a New Company File
• Set up your Accounts List
• Set up Payroll Options
• Set up Timesheet Preferences
• Edit an Existing Super Payroll Category
• Create a New Super Payroll Category
• Add a New Payroll Category
• Edit Employment Classifications to Suit the Business
• Create a Casual Employee
• Create Permanent Employees
• Enter Timesheets
• Process a Pay Run
• Import Timesheets
• Process Payroll with Personal Leave included
• Create a New Deduction Payroll Category
• View Employee Leave Accrued
• Process Pay including Annual Leave
• Run a Payroll Entitlements Report
• Run a Payroll Journal Report
• Produce a Balance Sheet
• Record your Bank Details
• Record Employee Bank Details
• Process a Pay Run
• Create an Electronic Payment File
• Process Final Pay
• Update Employee Card File

We add new training content every quarter and as a student member you can view the new content and participate in the new knowledge reviews at no charge for the rest of your working life.

“The videos are concise, short enough in length to absorb the info,
and all aspects are clearly explained.”

Samantha Galbin
[I want to start my own business]

Do you want to hear what students are saying about our online bookkeeping training courses? Click here

Our professional partnerships will help you gain other bookkeeping skills and membership to bookkeeping organisations that will help you network and grow your bookkeeping and business development skills. Learn more

Online Cert IV in Accounting and Bookkeeping Training Course

EzyLearn Pty Ltd has partnered with an accredited Australian RTO (Registered Training Organisation) to give you the tools you need to become a qualified & certified Bookkeeper.

EzyLearn became an online-only training provider in 2006. We have deliberately chosen NOT to become an RTO as we are a creator of training content for short courses which, by their nature, are non-accredited. However, in partnering with an accredited RTO, we can also add accredited training to our suite of services.

Our Training Course Focus

In terms of our training content, our focus, developed over 20 years spent creating top quality training materials, is to provide students with the skills they need to use various different software programs. Our content draws on real-world scenarios, with input from certified, accredited and qualified practitioners.

When you subscribe to the Certified Bookkeeper Program, you’ll receive EzyLearn resources as a BONUS, but your key training and assessments will be performed by our partnering RTO.

Nationally-Recognised Training & Certificates

The Certificate IV in Bookkeeping (FNS40222) is a nationally-recognised qualification. It complies with the AQF Standard and ASQA Standards for RTOs. This qualification changes every couple of years the previous equivalent course was FNS40217 (2020).

Successful completion of this qualification will see you recognised for completing units which cover GST and BAS as well as Payroll Administration, especially how it relates to the payment of superannuation: these units are required to become a Registered BAS Agent in Australia.

You’ll also be able to progress in the following career paths:

• Contract Bookkeeper
• Small Bookkeeping Business Owner
• Permanent Paid Bookkeeper – Working for an enterprise
• Franchise Bookkeeper

MYOB AccountRight, MYOB Essentials, Xero & QuickBooks

Our Partnering RTO provides educational content about bookkeeping, as well as how to use MYOB: the most widely known and used accounting software in Australia. Our course partnership also covers training in:

• MYOB Essentials
• Xero
• Intuit QuickBooks Online

If you prefer to do an industry recognised short course in these accounting software programs visit our online course catalogue.

Pre-enrol now and Get the Bookkeeping Academy COMPLETE TRIO Training Course Package

If you are not an EzyLearn student and pre enrol into the Cert IV in Bookkeeping the total price for the bookkeeping qualification will include access to our popular bookkeeping training course package which includes MYOB & Xero Training Courses.

See what’s included in the MYOB & Xero Training Course Package

Accredited Units of Competency

RTO’s can choose from a large range of “Units of Competency” for any given qualification. Below are the ones which have been chosen:

NOTE: These subjects change from time to time so for the current subjects please click the link at the bottom of the screen and complete the inquiry form and we will email the current subjects and details.

Core Cert IV Accounting & Bookkeeping Subjects

• FNSACC408 Work effectively in the accounting and bookkeeping industry
• FNSACC311 Process financial transactions and extract interim reports
• FNSACC312 Administer subsidiary accounts and ledgers
• FNSACC416 Set up and operate a computerised accounting system
• FNSTPB402 Establish and maintain payroll systems
• FNSTPB401 Complete business activity and instalment activity statements
• BSBFIA401 Prepare financial reports
• BSBSMB412 Introduce cloud computing into business operations

Elective Cert IV Accounting & Bookkeeping Subjects

• FNSACC411 Process business tax requirements
• FNSACC414 Prepare financial statements for non-reporting entities
• BSBITU402 Develop and use complex spreadsheets
• FNSACC413 Make decisions in a legal context
• BSBWOR501 Manage personal work priorities and professional development

How EzyLearn Will help You

From our beginnings as a bricks and mortar training business with three locations in Sydney, we have developed training content for the suite of Microsoft Office applications (Word, Excel, Powerpoint, Outlook). We also specialise in bookkeeping and accounting software packages.

Our learning materials can be used to deliver the training required for the assessment of your knowledge in the above units of competency.

Nationally Recognised Courses and Certificates Delivered by a Registered Training Organisation (RTO)

We use and recommend Think Academy of Business and Technology for all Nationally Accredited Training Courses. They are an established and hard working RTO (45095) with a number of qualifications on their Scope.

Many RTO’s focus on delivering technical and industry skills that are designed by ASQA (Australian Skills Quality Authority) and have ongoing audits and registration requirements. As a course content creator since 1996 we decided NOT to become an RTO and focus on creating short courses based on real-world scenarios that teach students.

As a result of the reduced compliance costs we can focus on creating and updating our content, investing in our support systems and team and providing good quality short courses for low prices.

Get started on your bookkeeping journey with one online course that includes constantly updated content.

Join more than 20,000 students

We’ve interviewed some of our graduates to learn more about their worklives, particularly after complete an EzyLearn course. Watch some of their interviews.

What Our Students Say

We are thrilled to hear what our students like most about our courses:

“Easy to access!
 It is straight to the point and time efficient,
 It is very user friendly.”

Lize Johnson  
[I’m getting skills to find work]

“The bank reconciliation is the best part of the course for me”

Christine Park 
[I want to be more productive in my current job]

“The videos are concise, short enough in length to absorb the info, and all aspects are clearly explained”

Samantha Galbin 
[I want to start my own business]

“It is an ideal course for beginners and for people who know nothing about accounts”

Patricia Smith 
[I want to start my own business]

“I really like the ability to go back and reference the videos, I use MYOB as part of my job, but not every day. I really like having it right there on my desktop in case I forget how to do something. I did the online course and I really like to work at my own pace”

Tammy Steeves 
[I want to be more productive in my current job]

It was all very well done. No real need for improvements. The short and easy to follow instruction videos were highly educational and easy to understand. Being able to download a free trial version of the MYOB program was very handy.

Sarah Bailey, QLD 
[I’m getting skills to find work]

Workbooks and videos were good – the introduction of knowledge questions (introduced in November 2010) was also good.

Diane Sleeman, NZ 
[To be more productive in my current job]

PRE Qualify for the Cert IV in Bookkeeping & Receive Detailed Information & Pricing