Loading Events
This event has passed.

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

Catering: Buffet lunch provided

Cost: FREE

Booking: Must pre-book, as numbers are 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
  • enabling custom number sequences
  • edit the e-mail messages that go out with my invoices and estimates
  • setting up quickbooks to send invoices and estimates in pdf
  • attaching documents to invoices or estimates
  • recurring transactions
  • receiving payments
  • sending statements
  • error correction

Supplier transactions

  • creating purchase orders, cheques, expenses and bills
  • recurring transactions
  • remitting payments
  • error correction


  • preparing a vat return
  • recording a refund or a payment
  • accessing vat reports

Online banking

  • linking your bank account to quickbooks
  • updating/pulling in new transactions after initial connection of your bank
  • uploading bank transactions in csv or ofx/qfx/qbo format
  • add (individual & bulk), match, exclude, & undo
  • online banking rules
  • error correction

Bank reconciliation

  • how to balance your bank in quickbooks


  • key reports
  • generating & customising reports
  • grouping reports for automation
  • locations & classes for richer more segmented reporting in quickbooks

Other upcoming events

Interested in attending an event or have questions on an event?

Please contact the specific organiser, or click on the contact button and send us a quick message...
Contact Us