Advanced Quickbooks
Date and Time
Monday Sep 13, 2021
9:30 AM - 12:30 PM BST
Location
Online Only
Fees/Admission
Members: £150 (inc VAT)
Non-Members: £200 (inc VAT)
Contact Information
Business Academy Team
Send Email
Description
Learning Outcomes
Participants attending this course will:
- Become familiar with the advanced functions available in Quickbooks
- Understand how these can be beneficial when making financial decisions
- Become familiar with which functions are suitable for different business scenarios Understand how the foreign currency function works in Quickbooks
Course will be held on Monday 13th September & Tuesday 21st September (both dates 9:30am-12:30pm). Attendance on both dates is required to complete the course.
Modules
Importing Data:
- Data import options
- Excel template and formatting
Products and Services
- Different stock options in Quickbooks
- Creating stock items
- Low stock alerts
Classes and Locations
- Using classes and locations tracking
- Reports and analysis
Multi-Currency
- Adding currencies in Quickbooks
- Creating bills and invoices in foreign currency and adding payments
- Exchange rates, gains and losses
Projects
- Creating a project
- Allocating expenses and time
- Reports and analysis
Customer Refunds and Credit notes
- Types of credits available
- Allocation and payments
Custom Form Styles
- Custom design
- Email options
Handy Tips
- Bank discrepancies
- Making Tax Digital
Joining instructions:
Joining instructions and invoice for payment will be sent directly from the trainer.
Other information:
This is a 2 day course delivered as 2 x half day sessions (13th and 21st September 2021). You will automatically be booked onto session 2 after booking the first session.
Membership at the Chamber enables you to attend discounted training sessions as well a whole host of other services. For more details or to speak to one of the team about membership please click here.