This one day course provides a new user or user with basic experience of QuickBooks software the confidence to use a wide range of features and to enable the user to feel confident in producing their figures on a weekly or monthly basis.
This one day course provides a new user or user with basic experience of QuickBooks software the confidence to use a wide range of features and to enable the user to feel confident in producing their figures on a weekly or monthly basis.
Understand setting up of the system, creation of Customer and Supplier Accounts, Creation of Invoices Templates, linking the bank to the system, allocation of banking’s in and out, bank transfers, journals, bank reconciliation, VAT Returns and monthly reporting. Our course also have time allocated to discuss specific scenarios or questions.
Prerequisite:
QuickBooks course outline
Setting up Organisational and Financial Settings in QuickBooks
Creating Invoices
Setting up Multiple Currencies
Sales Tax Rates
Set up a Chart of Accounts
Import a Chart of Accounts from Excel
Set up Products and Services
Import Products and Services from Excel
Create and amend Customers
Create and amend Suppliers
Import Customers and Suppliers from Excel
Import Customer Invoices from Excel
Import Supplier Bills from Excel
Set up Account Balances Invite Users
Working with the Bank
Set Up Bank Feeds
Reconcile Downloaded Bank & Credit Card Transactions
Manually Enter Bank & Credit Card Transactions
Quotes & Invoices
Create an Online Quote, Bid or Estimate
How to Invoice a Customer
Produce a Credit Note
Receiving Customer Payments
Create an Accounts Receivable Aging Report
Expenses & Billing
Create and Manage Expense Claims
Create a Bill
Mark Bills Paid Online
Pay Bills with a Check
Create an Accounts Payable Aging Report
Payments and Reconciliation
Accept Online Payments from Customers
Reconcile Credit Card Payments & Fees from a Merchant
Statements & Reporting
Create an Income Statement
Create a Balance Sheet Report
Create a Cash Flow Statement
I am Tracy and I run TCS Training - Top Class Software Training. We are a Hampshire-based IT training provider that aims to meet all your staff IT training requirements, delivering engaging training live online or at your offices.
The difference we make is an after course support service offered with every course we deliver for a whole year. We don't receive loads of help requests due to the quality of the reference materials we provide with your course, but at least you know if you have a problem applying your new knowledge afterwards, we are here to help.
We run regular scheduled courses in many software applications. However, if you require training in an application we don't have listed, it's worth asking! Over 30 years background experience in delivering IT solutions and training.
From a delegate needing the computer basics, to advanced Excel, Database design, Project Management, or Adobe product training, we have a vast knowledge base which means we can tailor a course for whatever you need.
We offer a flexible approach and a friendly professional manner and have only ever received positive feedback. The training packages are flexible, top quality and value for money.
This QuickBooks Online course provides essential, interactive training on how to use this popular online computerised accounting package. It is designed for those who already have an understanding of manual bookkeeping processes.
At the end of this training programme, you will be able to set up QuickBooks software for your business, record all sales and purchase transactions, reconcile your all accounts, and generate various accounting reports using QuickBooks.
QuickBooks Training on real company files under the supervision of qualified accountants.
The QUICKBOOKS for Advanced Users course aims to provide relevant and substantive training to anyone working in or coming in contact with QUICKBOOKS during the normal course of their occupation
We currently offer training in QuickBooks Online and QuickBooks Desktop (Basic Training) and assist with migration from Desktop based software to cloud solutions such as QuickBooks Online, Xero or Freeagent.
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