Quickbooks Basic Skills

Caroline Streatfield

Quickbooks Basic Skills

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Course Overview 

By attending this course participants will:

  • understand how to set up Quickbooks for a business
  • become familiar with the Dashboard and navigation
  • understand how the primary functions work
  • be able to perform basic bookkeeping and bank reconciliation in Quickbooks
  • run basic reports to analyse business performance


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6 hours

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£150+VAT per seat*

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


Training Content

Getting Started in Quickbooks

  • Setting up business information
  • Dashboard and navigation

Money In

  • Customer Invoicing and sales receipts
  • Estimates
  • Products and services
  • Accounts receivable

Money Out

  • Supplier bills and expenses
  • Purchase Orders
  • Accounts payable


  • Understand the basic principles of banking in Quickbooks
  • Importing and connecting a bank feed
  • Bank rules
  • Bank reconciliation

VAT in Quickbooks

  • VAT settings in Quickbooks
  • Prepare and validate a VAT return
  • Record a payment or refund

Chart of Accounts

  • Understand how the chart of accounts works in Quickbooks
  • The effect on financial reports
  • Add , edit or delete accounts


  • Run financial reports
  • Customise reports and add to favorites
  • Export to excel

Credit notes and journals

  • Process credit notes
  • Enter a basic journal in Quickbooks


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



Online Event


Live Online (Zoom)

Event Category


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