All Topics

This course introduces you to the Quickenerp platform. You will learn how to navigate the interface, configure your company profile, manage users, and customise the system to suit your business needs. By the end of this course you will be comfortable moving around Quickenerp and ready to work in any module.

This course covers all configuration areas in Quickenerp. Learn how to manage system-wide settings, configure email servers, set up security rules, manage translations, and use technical tools like automated actions and scheduled tasks. This is the most important course for administrators – everything here applies across all modules.

This course covers the Contacts module in Quickenerp. Contacts are the foundation of your CRM – every customer, vendor, partner, and employee is stored as a contact record. Learn how to manage companies and individuals, use tags and segmentation, track activities, communicate via the chatter, and grant portal access.

This course covers the Discuss module in Quickenerp. Discuss is the central communication hub – instant messaging, email integration, channels, live chat with website visitors, and notifications. It replaces internal email for team communication and keeps all conversations linked to records.

This course covers the To-Do (Activities) feature in Quickenerp. To-Do items are personal tasks you assign to yourself or others. They appear across the entire system – from your dashboard to the chatter on individual records. Unlike Projects tasks, To-Dos are lightweight and personal.

This course covers the full Sales workflow in Quickenerp. You will learn how to create and manage quotations, process orders, handle deliveries and invoicing, set up price lists, manage subscriptions, and track team performance through reports and dashboards. Every lesson provides step-by-step instructions, field-level explanations, and real business scenarios.

This course covers the full Accounting module in Quickenerp. You will learn how to set up your chart of accounts, create customer invoices and vendor bills, manage payments, reconcile bank transactions, configure taxes, create budgets, and generate financial reports. Every lesson provides step-by-step instructions, field-level explanations, and real business scenarios.

This course covers the full Purchases workflow in Quickenerp. Learn how to create requests for quotation, manage purchase orders, receive goods, process vendor bills, manage vendor price lists, and analyse procurement performance.

This course covers the full Inventory module in Quickenerp. Learn how to set up warehouses, manage stock operations (receipts, deliveries, internal transfers), track products with lots/serials, configure replenishment rules, run physical counts, and understand inventory valuation methods.

This course covers the full Manufacturing module in Quickenerp. Learn how to create and manage bills of materials, manufacturing orders, routing plans, work center operations, subcontracting, planning, and production reporting.

This course covers the full CRM module in Quickenerp. Learn how to manage your sales pipeline, convert leads to opportunities, track activities, automate follow-ups, organise teams and territories, and analyze team performance.

This course covers the full Website module in Quickenerp. Learn how to build and manage your company website with the drag-and-drop builder, create pages and menus, run a blog, configure forms, manage SEO, apply themes, and publish content.

This course covers the full eCommerce module in Quickenerp. Learn how to set up your online store, manage product catalog, configure checkout and payment methods, manage shipping, apply promotions, handle customer accounts, and analyze sales performance.

This course covers the full Projects module in Quickenerp. Learn how to create projects, manage tasks with kanban/list/Gantt views, assign resources, track timesheets, use milestones, collaborate with team members and customers, and analyze project performance.

This course covers the full HR module in Quickenerp. Learn how to manage employee records, contracts, departments, onboarding, time off requests, attendance tracking, appraisals, and generate HR reports.

This course covers the Payroll module in Quickenerp. Learn how to configure salary rules, generate payslips, manage employee contributions, process payroll runs, handle public holidays and overtime, and generate payroll reports.

This course covers the Expenses module in Quickenerp. Learn how employees submit expense reports (including mileage and per diem), managers approve them, and how expenses flow to accounting for reimbursement and cost tracking.

This course covers the Point of Sale module in Quickenerp. Learn how to set up POS shops, manage product displays, process customer orders, handle payments, close sessions, run multi-shop offline sync, and analyze sales.

This course covers the Email Marketing module in Quickenerp. Learn how to create and send email campaigns, manage mailing lists, design templates using the drag-and-drop editor, automate follow-ups, ensure deliverability, and analyze campaign performance.

This course covers Finance Insights in Quickenerp: 57 executive dashboards and reports across cash, customers, vendors, performance, and audit. Learn how to read the KPI dashboard, monitor cash flow in real time, track customer/vendor risk, use the audit screens, and generate executive reports for decision-making.

This course covers Quickenerp's Financial Reports engine: the Balance Sheet, Profit & Loss, Cash Flow Statement, Executive Summary, General Ledger, Trial Balance, Partner Ledger, Aged Receivable/Payable, and Tax Report — how each one is built, what every line means, and how to configure them for your fiscal year and reporting needs.

This course covers Fixed Asset management in Quickenerp: asset profiles, depreciation methods, running the monthly depreciation, disposing of or transferring assets, reporting on your asset register, and managing loan amortization schedules.

This course covers Budgeting in Quickenerp: setting up budgetary positions, creating a budget, tracking planned vs actual (vs time-prorated theoretical) spend, the approval workflow, and analytic-account-based budgets for departments or projects.

This course covers Timesheets in Quickenerp in depth: logging time against tasks, the weekly timesheet grid with its submit/review/approve workflow, billable vs non-billable time, invoicing customers from timesheets, and timesheet reporting.

This course covers recurring Subscriptions in Quickenerp: subscription templates, creating and running a subscription, automatic recurring invoicing, renewals, upgrades/downgrades, and churn/MRR reporting.

This course covers online Appointment scheduling in Quickenerp: setting up bookable appointment types (staff-based or resource-based like rooms/tables/courts), availability slots, custom booking questions, sharing booking links, and integrating bookings with CRM, Sales and other apps.

This course covers the Documents app in Quickenerp: organising files into folders, tagging, sharing internally and with customers/vendors, requesting a document from someone, linking documents to business records, and the inbox/email-to-document workflow.

This course covers Marketing Automation in Quickenerp: building multi-step, condition-branching nurture campaigns on top of your mailing infrastructure — targeting a record model, chaining activities on triggers like "opened" or "didn't click," and reading campaign-level analytics.

This course covers Social Media management in Quickenerp: connecting Facebook, Instagram, LinkedIn, Twitter/X, TikTok and YouTube accounts, composing and scheduling cross-platform posts, monitoring incoming streams/comments, and reading post performance.

This course covers WhatsApp Business messaging in Quickenerp: connecting a WhatsApp Business account, creating and getting approval for message templates, sending and receiving messages from business records, and automating WhatsApp notifications from Sales, POS, HR and Events.

This course covers text-message (SMS) and physical postal-mail (snail mail) sending in Quickenerp: templates, sending from any record or in bulk, third-party SMS gateways (Twilio, SMS Gate), delivery tracking, and when to reach for a stamped letter instead of an email.

This course covers Analytic Accounting in Quickenerp: plans and analytic accounts (cost centers, departments, projects), analytic distribution on transactions, auto-distribution rules, and analytic-based reporting used throughout Sales, Purchases, Projects, HR and Budgets.

This course covers Credit Control (automated collections/dunning) in Quickenerp: building an escalating reminder policy, running it periodically, reviewing and sending reminder communications, and tracking who's overdue and by how much.

This course covers automatic bank feed connectors in Quickenerp: connecting a live bank/payment provider feed (Plaid, GoCardless, Stripe, PayPal, Wise, Ponto) so transactions import automatically instead of manual file upload, plus the file-based import formats (OFX, CAMT, CSV) for banks without a live connector.

This course covers Fleet Management in Quickenerp: tracking vehicles, running a repair/service workshop with worksheets and materials, invoicing service work, and capturing vehicle details on sales and delivery documents for auto-service and tyre businesses.

This course covers Avalara AvaTax integration in Quickenerp: connecting your AvaTax account, automatic real-time tax calculation on Sales Orders/Invoices/Website checkout, address validation, and managing customer tax exemption certificates.

This course covers multi-level approval (tier validation) workflows in Quickenerp: defining who must approve a journal entry or vendor bill before it posts, how reviewers approve/reject, and requiring a specific per-vendor approver on bills.

This course covers two related customization areas in Quickenerp: the library of 30+ ready-made Website themes for your public site, and the backend workspace UI customizations (apps sidebar, chatter, dialogs, color themes) for how the internal admin interface looks and feels.

This course covers advanced product data management in Quickenerp: multiple barcodes per product, auto-generating barcodes, minimum order quantities, standard margin tracking, category-level default taxes, and showing a customer's own product codes on invoices.