Setup
2
Training
QuickBooks online - accounts
Training
Once the set up has been completed it is time to implement your software and this will require accessing learning. We have included an outline of the training methods and our training checklist to give you an idea of what's required.
One to one
Our training can be delivered on site or on-line and is a quick way to get you up and running. We tailor our training checklist to your requirements and provide you with our own QuickBooks manual. We will also provide specific advice on your bookkeeping (and management accounts) processes to ensure that you get the most out of your software.
Training checklist
Our training typically covers, but is not restricted to the 16 topics listed below:
01 - QuickBooks version
02 - Setup/migration review
03 - Review system settings
04 - Accessing the software and security
05 - Navigation
06 - Nominal ledger/chart of accounts
07 - Customers and suppliers
08 - Products
09 - Customer invoicing
10 - Supplier bills including receipt capture
11 - Bank feeds
12 - Bank transactions
13 - Bank reconciliation
14 - Reporting
15 - VAT
16 - Mobile app
QuickBooks
QuickBooks do provide some free onboarding webinars to help you get started but this only covers part of the training that we would recommend.
DIY
There is a lot of content on the web and QuickBooks do have their own YouTube channel which if full of helpful resources. If time isn't an issue then this may be worth exploring, although you may find it difficult to join up the individual topics.