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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
  • 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

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