Kunal Jajal

Years of Experience in Quickbook

1

Teaching Experience in detail in Quickbook

Teaching Experience – QuickBooks (Desktop & Online Versions) Over the past several years, I have provided in-depth training on QuickBooks to a variety of learners, including small business owners, accounting students, bookkeepers, and administrative staff. My teaching approach is hands-on, practical, and tailored to the learner’s specific needs and industry. Audience & Settings One-on-one coaching for small business owners to help them set up and maintain their QuickBooks accounts. Classroom instruction at local community colleges and vocational training centers, focusing on QuickBooks fundamentals and certification prep. Corporate training workshops for in-house finance teams transitioning from Excel or other software to QuickBooks. Remote/virtual training sessions via Zoom or Teams, complete with screen sharing, interactive exercises, and real-time Q&A. Topics Covered QuickBooks Setup: Company file creation, chart of accounts, user access, and preferences. Daily Transactions: Invoicing, billing, sales receipts, payments, and deposits. Banking Functions: Bank feeds, reconciliations, rules, and managing undeposited funds. Payroll Integration: Setting up payroll, running payroll cycles, and tax filings. Inventory Management: Setting up inventory items, purchase orders, and cost tracking. Reporting: Generating and customizing reports, such as Profit & Loss, Balance Sheet, and Cash Flow statements. Advanced Features: Classes and locations, job costing, budgeting, and multi-currency. QuickBooks Online vs. Desktop: Navigating the differences, benefits, and limitations of each version. Tools & Materials Developed Step-by-step user manuals and video tutorials tailored to different versions of QuickBooks. Practice datasets for learners to simulate real-world bookkeeping tasks. Assessments and quizzes to reinforce learning and track progress. Customized workflows and templates to streamline processes for specific business types (retail, service-based, nonprofit, etc.). Outcomes Successfully helped dozens of clients pass the QuickBooks Certified User exam. Enabled businesses to reduce bookkeeping errors and streamline month-end reporting. Consistently received positive feedback for making complex accounting concepts easy to understand, even for non-finance professionals.