Introduction to Bookkeeping Course Outline

GLH: 65

Module 1: Understand How to Set Up Bookkeeping Systems

  • Purpose of Business Documents
  • Purpose of Business Documents:
    • Role of the Books of Prime Entry
    • Role of the Cash Book and Petty Cash Book
    • Ledgers
    • Purpose of the Trial Balance
    • Purpose of Financial Statements
    • Importance of Ensuring That Bookkeeping Transactions Are Entered Accurately
    • Digital Systems Can Import Transactions from a Number of Sources
    • Benefits and Drawbacks of Using Digital Bookkeeping Systems
  • Create and Use Coding Systems
    • Different Types of Code
    • Where to Use Codes
    • Create Codes
  • Set Bookkeeping Systems
    • Dual Effect of Transaction, i.e. Debits and Credits
    • Accounting Equation (Calculation of Assets, Liabilities and Capital)
    • Classify the Items

Module 2: Process Customer Transactions

  • Calculate Invoice and Credit Note Amounts
    • Documents to Be Used
    • Difference Between Discounts Offered
    • How Discounts are Shown on Invoices
    • How to Use Credit Notes to Adjust for PPD And How PPD is Recorded Once Taken
    • Calculate Invoice Amounts
    • Calculate Credit Note Amounts
  • Enter Customer Invoices and Credit Notes into Books of Prime Entry
    • Books of Prime Entry
    • Columns Within Books of Prime Entry
    • Calculate Amounts
    • Make Entries in Books of Prime Entry
    • Total Columns in Books of Prime Entry
  • Process Receipts from Customers
    • The Records and Documents to Use
    • Identify Discrepancies
    • Calculate Amounts Due from Customers Including PPD
    • Allocate Amounts Correctly

Module 3: Process Supplier Transactions

  • Check the Accuracy of Supplier Invoices and Credit Notes
    • Documents to Use
    • Difference Between Discounts Offered
    • How Discounts Are Shown on Invoices?
    • How to Use Credit Notes to Adjust for PPD and How PPD is Recorded Once Taken?
    • Identify Discrepancies That May be Found
  • Enter Purchase Supplier Invoices and Credit Notes into Books of Prime Entry
    • Books of Prime Entry
    • Columns Within Books of Prime Entry
    • Calculate Amounts from Net and Total Figures
    • Make Entries in Books of Prime Entry
    • Total Columns in Books of Prime Entry
  • Process Payments to Suppliers
    • Records and Documents to Use
    • Information to Take into Account
    • Identify Discrepancies Between the Supplier’s Statement of Account and The Supplier Account
    • Calculate Payments Due to Suppliers, Including PPD
    • Allocate Amounts Correctly

Module 4: Process Receipts and Payments

  • Enter Receipts and Payments into an Analysed Cash Book
    • Format of the Cash Book
    • Documents to Use
    • Calculate Amounts from Net and Total Figures
    • Make Entries in the Cash Book
  • Enter Receipts and Payments into an Analysed Petty Cash Book
    • Format of the Petty Cash Book
    • Documents to Use
    • Calculate Amounts from Net and Total Figures
    • Make Entries in The Petty Cash Book
  • Total and Balance the Cash Book and Petty Cash Book
  • Process Recurring Receipts and Payments

Module 5: Process Transactions into the Ledger Accounts

  • Transfer Data from the Books of Prime Entry to the Ledgers
  • Total and Balance Ledger Accounts
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Who Should Attend This Introduction to Bookkeeping Course?

This course is designed for individuals seeking a recognised qualification in bookkeeping as part of the AAT Level 2 Certificate in Accounting. It is particularly suitable for those aiming for roles such as:

  • Accounts Assistant
  • Finance Trainee
  • Bookkeeping Clerk
  • Purchase Ledger Clerk
  • Payroll Assistant
  • Office Support Staff handling accounts

Prerequisites of the Introduction to Bookkeeping Course

There are no formal prerequisites for this course. It is open to beginners, though basic numeracy and an interest in finance will be beneficial.

Introduction to Bookkeeping Course Overview

The Introduction to Bookkeeping provides learners with the fundamental skills required for accurate financial record-keeping. It introduces double-entry bookkeeping principles, helping learners understand how transactions are recorded and maintained.

This 65-hour training is a practical entry point into accounting, giving learners the confidence to handle simple bookkeeping duties and build a foundation for further study. Delegates gain knowledge through structured lessons and real-world examples, ensuring both conceptual understanding and practical application.

Completing this course prepares learners for progression within the full AAT Level 2 Certificate in Accounting and supports entry into finance roles. It also acts as a stepping stone to advanced bookkeeping and accounting qualifications.

Introduction to Bookkeeping Course Objectives

  • To understand the basics of double-entry bookkeeping
  • To record and maintain simple financial transactions
  • To develop practical skills in ledger and account preparation
  • To gain confidence in applying bookkeeping principles
  • To prepare for further AAT accounting and bookkeeping qualifications
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What’s Included in This Introduction to Bookkeeping Course?

  • World-Class Training Sessions from Experienced Instructors
  • Course Completion Certificate
  • Digital Delegate Pack

You’ll also get access to the MyTKA Training Portal, which will be your go to hub for all your training.
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Looking for Introduction to Bookkeeping in-house or onsite training in Saudi Arabia? We specialise in corporate group training and bulk bookings for organisations of all sizes in Saudi Arabia. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling to train your team.

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Introduction to Bookkeeping. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Introduction to Bookkeeping FAQs

What is the Introduction to Bookkeeping Course?

It is a part of the AAT Level 2 Certificate in Accounting, covering the fundamentals of double-entry bookkeeping and financial record-keeping.

Are there any prerequisites for this course?

No. It is open to all learners, making it ideal for those new to finance and accounting.

How long is this training?

The training lasts for 65 hours, offering concise and structured learning in bookkeeping basics.

Will I receive a certificate after completing the course?

Yes. Delegates will be awarded certification for successfully completing the Introduction to Bookkeeping course.

How can this course benefit my career?

It prepares learners for entry-level roles in finance, supports progression within the AAT framework, and builds confidence in handling core bookkeeping tasks.

Is support available during the course?

Yes. Delegates receive expert trainer guidance, digital resources, and access to the MyTKA Training Portal.

What is the cost/training fees for Introduction to Bookkeeping in Saudi Arabia?

The training fees for Introduction to Bookkeeping in Saudi Arabia starts from SAR7595

Which is the best training institute/provider of Introduction to Bookkeeping in Saudi Arabia?

The Knowledge Academy is one of the Leading global training provider for Introduction to Bookkeeping.

What are the best AAT Level 2 Certificate in Accounting courses in Saudi Arabia?

Please see our AAT Level 2 Certificate in Accounting courses available in Saudi Arabia

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