Training Courses

21Biz.co.uk Introduction to QuickBooks - Scheduled Courses

QuickBooks is more than an accounting tool; more than just a place to record your sales and expenses. Used properly, QuickBooks can help you to manage your cash flow, manage your stock and improve the efficiency and profitability of jobs or projects. In essence, QuickBooks can perform all of your essential accounting and form the analytical performance backbone of your business. If all QuickBooks is doing for you right now is gathering and storing information with little useful output, you will learn how to automate many tasks and benefit from the many features that take the pain out of everyday finance and sales related management and reporting, helping to improve your time management and speed up workflow.

Attending 21st Century's one day Introduction to QuickBooks will teach you how to use all of the basic features and functions including data entry tips and tricks, efficient job or project costing, end of period reporting, raising sales and purchase invoices, cash receipts, payments and bank reconciliations and much more; you may even benefit from personal advice tailored around your own requirements, arming you with the skills and knowledge to put QuickBooks to work for your business, so don't put off taking back control, book this essential course today.

All of 21st Century New Media's training courses are mentored by industry leading professionals, coaching small groups at a steady pace ensuring that you will benefit from only the best tutelage and practical application so that you finish the course with the highest degree of understanding of the individual topics, placing you in a position to take control of daily tasks.

As award winning industry professionals, who have used the products we teach on a daily basis for over a decade, training with 21st Century New Media puts you in the ideal environment to learn the most commonly used techniques, tips and tricks from those most experienced.

Duration: 1 day.

Location: 21st Century New Media (Production Offices), Elstree Film Studios, Shenley Road, Borehamwood, Hertfordshire WD6 1JG. [MAP]

Prerequisites: To gain the most from this class, it is essential that you are familiar with Windows, including creating, deleting and moving files and folders and understand how to use the web and basic terminology.

Why Take This Course? This course will guide you through a series of examples and practical hands on demonstrations which highlight the key features and benefits of QuickBooks. The Introduction to QuickBooks course is written with the aim of helping you to achieve personal and professional development, placing you on a par with experienced users of the software and enabling you to take control of your accounts processes, speeding up workflow, relieving workload and freeing more of your valuable time. Upon completing this course you will be able to put QuickBooks into motion performing more automated, systematic tasks which in turn will help to further your overall control, reporting and analysis of essential accounting and sales functions within your business.

About the Tutor: Richard Lally, Managing Consultant with Optimally Ltd, has over 25 years experience across many sectors. Starting life as an accounts clerk for Virgin and moving through the ranks over 7 years Richard moved into Software Consultancy and Project Management working within leading consultancies such as Bull and Cap Gemini. Richard is a Microsoft Certified Partner, a Prince 2 Certified Practitioner and an ISEB Qualified Project Manager. His impressive client list includes T-Mobile, Community Development Finance Association and Association of Charitable Foundations whom all rely on his expertise. Richard is extremely well versed with the software he trains and considered one of the best consultants in the field making him the ideal man to teach you the ropes.

COURSE CONTENT

The User Interface

• Help
• Function Keys
• Menus and Toolbars
• Configuring the interface

Data Entry

• Drop Down Lists
• Shortcuts
• Right Clicking

Basic Reports

• Getting the Detail ("drilling down")
• Tailoring reports to your needs
• Copying to Microsoft Excel

Project/Jobs

• Job/project Creation
• Job/project Management
• Job/Project Reporting

Suppliers

• Payment Terms and Cash Flow
• Selecting the right defaults for your business
• Entering Opening Balances

Purchase Invoices

• References and Filing
• Analysing costs by job or project
• Net, Gross and VAT

Paying Suppliers

• Automatic Selection
• Discounts
• Deposits
• Printing Cheques

Customers

• Payment Terms and Cash Flow
• Customer Statements
• Entering Opening Balances

Sales Invoices

• Cash sales
• Invoicing
• Recharging Expenses and Third Parties
• References and Filing
• Managing Stock
• Customer Payments
• Discounts and Write-offs

Miscellaneous Payments

• Bank Accounts and Control Accounts
• Cheques
• Direct Debits, Standing Orders, Bank Transfers
• References and Filing

Miscellaneous Receipts

• Refunds
• Regular Income e.g. rents
• References and Filing

Statement Reconciliation

• Matching
• Recording Bank Charges
• Making Adjustments

QuickBooks Training Courses
We are currently scheduling dates for this course. If you would like to be notified when this course is next due to be run, please enter your details below. All of our courses cost £250 + VAT per day which includes lunch, coffee/tea and training materials.
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