QBO Accounting Basic Training
QBO Basic Training with cloud accounting. Learn QuickBooks essentials, track expenses, manage cash flow, and streamline finances for better business insights.
What sets us apart
500+
Businesses trained
10+
Years of training
30+
Courses Available
Innovative Training for Modern Businesses
QBO Accounting Basic Training
This QBO training course offers an ideal opportunity to master QBO’s accounting software for effectively managing the daily operations of your small or medium-sized business. Through comprehensive coverage and interactive exercises, you’ll gain hands-on experience with QBO.
Tailored for business owners, bookkeepers, and accountants, this course provides an in-depth understanding of QBO’s functionalities. Upon completion, you’ll receive a certificate that showcases your expertise in cloud accounting software, enhancing your CV. Enroll in QBO Basic Training today to acquire the essential skills for efficient financial management!
What will I learn from this course?
QBO Initial Setup
- Create a new organization in QBO
- Organisation Details update in QBO
- Organization Financial Settings update in QBO
- Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
- Setting up Bank and Petty Cash Account in QBO
- Setting up business branding on the invoice
- Adding Bank details on the Invoice
- Overview of QBO Contacts
- Adding Customers, Suppliers & Employees details in QBO Contacts
- Adding Group in Contacts & Connect email to Contact
- Editing, Arching and restoring
QBO Introduction
- Access the QBO Demo Company
- Understanding the QBO Dashboard
- Understanding the QBO Menus, Icons & Tabs
- Understanding QBO Files
- Uploading a File to the Inbox
- Understanding QBO notification
- Emailing a File to the Inbox
- Creating a Folder
- Add a Tax Rate
- Understanding Email Settings
- View, edit and Create an Email Template
- Send a QBO Network Invite (QBO to QBO)
- Understanding Add-ons
Purchase & Payable Management
- Create supplier bills in QBO
- Editing supplier bills in QBO
- Attaching files to Bills
- Create supplier credit notes in QBO
- Supplier Credit notes allocation against bills
- Supplier Activity Reports
- Aged Creditors Analysis
- Overview of email bills to QBO
- Recording bills from the draft.
- Supplier Activity Reports
- Aged Creditors Reports
- Copying, Voiding and Importing a Bills
Sales & Receivable Management
- Raising sales quotes in QBO
- Creating sales invoices in QBO
- Emailing an invoice to the customers
- Editing Sales invoices in QBO
- Creating sales credit notes
- Sales credit notes allocation against invoices
- Customer refund reconciliation
- Customer Activity Reports
- Aged Debtors Reports
- QBO Invoice reminder overview
Bank and Petty Cash Reconciliation
- Understanding Bank Reconciliation in QBO
- The Reconciliation Screen
- Reconcile Bank Accounts
- Part Payments, Batch Payment reconciliation
- Matching sales and purchase invoices against Bank Transaction
- Overview of discuss tab
- Transfer between Bank Accounts
- Financial controls- lock dates, audit report, journals
- Creating spend and receive money transaction
- Publish Month end Reconciliation reports
- Recording Bank charges against sales invoices
- Recording petty Cash Payment
- Recording petty Cash Payment
- Publish petty cash month end reconciliation reports
VAT Returns & Reports
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Understanding the QBO Reports
- Create Monthly Profit and Loss Reports
- Create Monthly Balance Sheet Reports
- Create Monthly Management Reports
- Publish Monthly Management Reports
Study Method
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available in across the UK
Onsite
Onsite training is available at your premises. We can travel anywhere in the world
1 to 1
One-to-one training sessions are available with our certified Quickbooks advisor
Group
Group training is available both at your premises and online live via zoom.
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (Evening)
£350 (Online Live Via Zoom)
£450 (Classroom)
- 6 hours approx
- Tuesday – Saturday Every week
After the Course we Provide:
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