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This is an online event, using Microsoft Teams.

Agenda: Join us for a free QuickBooks online training seminar. We will also be going through Making Tax Digital within the session.  Detailed agenda as below.

Speaker(s): Nicky Goringe Larkin, MD of Goringe Accountants & QuickBooks Online Advanced Certified ProAdvisor

Cost: FREE

Booking: Must pre-book, as numbers are limited.  Please contact us directly for booking.

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

Multicurrency

  • 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 navig