QuickBooks Training Program for 3 Y Global Employees

Client: Y Global Bweyale Lot: Training Services Date:

Qty Training Rate Transport & Personnel Sub Total

/Hrs Accommodation
Y Glocal Offices 3 Trainees 6Hrs X 60,000/= 100,000/= 1 Trainer
in Bweyale
Per Day Per Day 0 Assistant
10 Days 3,600,000/= 1,000,000/= 4,600,000/=
E&OE
GRAND TOTAL 4,600,000/=

The total cost for training is Four million six hundred thousand Ugandan Shillings

NOTE:
• It is assumed that there will be a total of 3 students to be provided with
Training Material.
• The above estimations are exclusive of VAT.

The QuickBooks software to use:

We recommend using QuickBooks Essentials Online License
Product Features Rate
QuickBooks • Income and expenses USD $55 per Month
Essentials Online • Invoice and payments
• Tax deductions However, adding features like
Payroll increase the rates to
• Enhanced reports
• Receipt capture USD $100 per Month
• Mileage tracking
• Cash flow
• Sales and sales tax
• Estimates
• Contractors
• Connect 3 sales channels
• Includes 3 users
• Bill management
• Enter time
LEAD TIME TO START SERVICES
Instructors’ deployment of training work plan to effect training.

Stations Resources to be assigned

To Y Global all Offices 1 Instructor,
0 Training Assistant

The above Team will use the best practice of the company as laid down below to execute the
training assigned

1.1 Methodology on how the service will be performed

The training will be conducted on a daily basis from location basing on the time frame
provided by Y Global. We shall conduct three (3) sessions per day, and these are expected to
run from 8am(morning) to 4pm (Evening) depending on the number of trainees.
Session I 8:00am - 10:00pm
Session II 11:00am - 1:00pm
Session III 2:00pm – 4:00pm

1.2. Time allocation.

Learners will be grouped in clusters of 3-4 to help one another and share challenges they find
in using computers. Each person will be expected to contributed in class as this will give them
the motive to pay attention.

Handouts will be issued, with details on how the entire training period is to run, including
what has to be covered and on what dates and time. Specific issues will be addressed in line
with the basic operation of a computer without going in depth.

1.3. Course Outline:

QuickBooks Online
In this QuickBooks Online course, we introduce you to this essential cloud accounting
software. QuickBooks Online looks different from the traditional QuickBooks desktop
software.
We start at the very beginning assuming no prior knowledge and cover everything that’s
required to get set up in QuickBooks Online before moving onto more advanced features.
In this part of the course you will learn:
• How to create a company file and set up your chart of accounts
• Setting up your preferences in QuickBooks® to suit your company
• Create invoices, enter and pay bills and purchase orders
• All about estimates and working with customers and jobs
• How to work with sales tax
 • About receiving items, inventory, creating purchase orders, and paying for items
• How to reconcile bank statements
• How to set up recurring items and journal entries

QuickBooks Online - Advanced Topics

We future move to more advanced topics available in this impressive accountancy
software. Here we shall cover;
• How to create and access forms in QuickBooks Online
• All about how to edit forms in QuickBooks Online
• About generating reports, customizing reports, and memorizing reports
• All about audit trails in QuickBooks Online
• How to adjust sales tax settings, including adjusting tax rates on invoices
• How to set up and run Payroll on QuickBooks Online
• How to use the Mail Merge function in QuickBooks Online
• How to set up reminders and automatic or recurring entries
• How to use Projects in QuickBooks Online
• About dealing with unusual deposits
• How to work with errors and refunds
• How to write off bad debts in QuickBooks Online
• How to create monthly statements
• How to deal with advanced vendor issues such as pre-paid expenses

QuickBooks Pro 2020

Covering Online is Important however trainees need to know the traditional setup of the
Desktop version. Your QuickBooks instructor will show you important features from how to
set up correctly in QuickBooks through to tracking mileage and running payroll. This
comprehensive QuickBooks 2020 / 21 course starts at the very beginning as an additional to
the QuickBooks Online
In this course, you will learn:
• How to navigate QuickBooks 2021
• How to create a chart of accounts
• How to set up your company file in QuickBooks
• How to reconcile bank statements and Bank Feeds
• How to use the Advanced Mode in Bank Feeds
• How to manage expenses in QuickBooks, including mileage
• How to scan in receipts with the QuickBooks Desktop mobile app
• How to set up automatic statement and invoice reminders
• How to customize QuickBooks to your needs
• How to use the QuickBooks Payroll functionality
• How to invoice, and enter bills, and purchase orders
• How to create estimates in QuickBooks
• How to manage customers and jobs in QuickBooks
• How to work with sales tax in QuickBooks
• About inventory, creating purchase orders, and paying for items.
• How to deal with checks and credit card accounts
• About using QuickBooks to produce reports
• To back up your QuickBooks company data
1.4. Time Table

The time table will be issued after award of the contract / LPO

Duration:
A total of 6 hours per day will be used to complete the day practice and exercise will cover a
total duration of two 2 weeks, covering practice exercise, and tests.

General Terms and Conditions

• Software that might be needed to be installed and configured will be purchased by Y

Global.
• Trainees are expected to arrive on time for any session
• Trainees are expected to follow their time tables.

NB: It should be noted that these terms and conditions are subject to change without notice.
1.5. Seating arrangements for various training applications

COMMUNICATION IN SMALL GROUPS (3 PEOPLE)

Key
Instructor
Trainee

1.6. Reporting on contract performance

Without prejudice to any of the outputs/deliverables as outlined above, Cybernet shall
provide overview reports with, at a minimum, the following characteristics:
• Frequency: Every day.
• Content, Out lining the general performance of the trainees.
• Attendance; Provided in a spreadsheet format

1.7. Evaluation of contract performance

Evaluation of the performance will be conducted by the Contracting Authority on a regular
basis to assess the level of the quality of services provided, the trainer/expert's capacity, and
participant's satisfaction.

From a pedagogical point of view, the evaluation will assess the achievement of learning
objectives and participants' expectations, trainers' teaching performance and the overall
evaluation. The Contracting Authority will communicate the assessment methodology prior
to the evaluation.

1.8. Cancellation of Session

In case of cancellation of a session by the Contracting Authority, the Contracting Authority

must inform the Contractor as soon as possible. The cancelled session shall be rescheduled,
without cost, at a later date suitable.
In the case of cancellation by the Contractor, the Contracting Authority shall be informed at
least one (1) working day in advance and the session will have to be rescheduled at a later
date by mutual agreement between the Contracting Authority, the selected organization and
the Contractor. In case of last minute, less than one working day before the start of the course,
cancellations if, for example, the trainer falls ill at the last minute, Cybernet shall have
measures in place to replace the trainer. If no such replacement is available, the session shall
be rescheduled.

2. QUALIFICATIONS:
CCS has a well-trained staff to take on this training series based on their trainings previously
conducted, education and qualification levels, years of experience in conducting trainings of
this nature with successful trainings completed in the recent years.
Below is a brief qualification list of some of our major instructors.
1. Ssegujja Patrick Cyber
- Currently under taking a Bachelor of Security and Forensics at UTAMU University,
- Holds an Advanced Diploma in Software Engineering from APTECH computer
Education,
- Professional Certificates of Network+, Security+, CompTIA+, MCSE, through
APTECH,
- Networking Certificates of CCNA, Routing and Switching Suit,
- Multi-Media Certificates in Adobe Professional Programs, Illustrator, Photoshop,
Indesign, Bridge,
- ICDL South Africa Certification through APTECH.
Email: sse.patrick@ccsug.net

BENEFITS:
CCS always strive towards achieving the major goals and objectives of the contracting party,
and we all push to the limits to make any project a success in its relative discipline.
This has made us complete all previous projects successfully and always strive for better
services ahead of our career.
We believe Y Glocal Coordination Function will attain the best results possible through this
training once conducted with Cybernet Computer & Security (U) Ltd.

Thank You