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When: Thursday 13th April 2017 @ 10am-2pm

Where: Goringe Accountants, Reading

Agenda: Join us for a free QuickBooks online training seminar. Detailed agenda as below.

Speaker(s): Official QuickBooks trainer from Intuit

Catering: Buffet lunch provided

Cost: FREE

Booking: Must pre-book as numbers and limited.

Introduction, navigation & home screen

  • introduction to intuit & quickbooks
  • introduction to the cloud
  • general navigation in quickbooks
  • home screen

Importing data

  • importing data in excel

Manage users

  • creating new quickbooks users in your firm

Vat set up

  • setting up vat
  • editing vat settings after set-up


  • setting -up quickbooks for customeres or suppliers who use different currencies
  • creating transactions in a different currency

Products & services

  • how are products & services typically used & the advantages
  • creating new products or services
  • creating sub products
  • editing products & services
  • making inactive and reactive
  • stock tracking in quickbooks

Chart of accounts

  • creating new accounts
  • creating sub accounts
  • editing accounts
  • making inactive and reactive

The customer & supplier views

  • finding customers & suppliers from the quickbooks navigation
  • the money bar
  • creating customers & suppliers
  • editing a customer or supplier
  • making inactive and reactivate
  • merging duplicate customer and supplier records

Customer transactions

  • creating estimates & invoices
  • customising fonts, colours and layouts for estimates and invoices
  • adding additional fields to estimates and invoices
  • entering default payment terms
  • entering automatic terms and conditions or payment details
  • enabli