Quickbooks Advanced Skills

Caroline Streatfield

Quickbooks Advanced Skills

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Course Overview 

By attending this course participants 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

Schedule 

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Date: 

TBD

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Time: 

TBD

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Duration: 

6 hours

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Price: 

£150+VAT per seat*

*We offer special prices corporate prices for teams of 10+ participants

 

Training Content

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

  

Who is Caroline Streatfield?

Caroline Streatfield is a qualified Bookkeeper with over 20 years of experience in the industry, leading a team with a portfolio of around 200 clients and a director of C S Bookkeeping Ltd. offering a full range of bookkeeping services as well as training courses. After leaving the Inland Revenue Office in 1999, she had been working as an independent bookkeeper until establishing her own bookkeeping firm.

She holds a Diploma of the Institute of Certified Bookkeepers, is a QuickBooks Pro Advisor and a Xero Certified Advisor.

Additional Details

Price - 150

Duration - 6

 

Date And Time


 

Location

Online Event
 

Venue

Live Online (Zoom)
 

Event Category

On-Demand

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