By the end of this session, you should be able to export accounting information so that it can be imported into QuickBooks or a similar accounting package.


Specific objectives:

Learning Points

You should aim to cover:

Session Plan

The session should last 60 minutes.

Basic Concepts (10 minutes)

Review the basic ideas of double entry accounting:

Present how financial types can hide this complexity from staff who are not trained in bookkeeping or accounting:

Outline how financial batches are used:

Configuration of Financial Accounts and Financial Types (10 minutes)

Managing and Exporting Financial Batches (10 minutes)

Exercise (30 minutes)