QuickBooks Improvers course
Jul
10
9:00 am09:00

QuickBooks Improvers course

Have you been using QuickBooks for a while and now you want to know more? Or maybe you need a refresher on some areas?

BOOK HERE

Aimed at businesses who have been using QuickBooks for a while. Learn how to use the information to make better business decisions.

Troy Accounting love nothing more than passing on their knowledge so that more businesses can get to grips with the day to day running of their business and use the information in QuickBooks to make better business decisions.

The course is a maximum of 6 people so that you can really get the most out of the day and make it relevant to your business. You just need to turn up with your laptop.

During the day we will take you through:

  • Refreshing the basics - is everything set up correctly or need updating?

  • Customers - understanding the data; multiple templates; using estimates/quotes and converting; chasing debt

  • Suppliers and Expenses - understanding the data; who do you owe money to; getting rid of the paper trail

  • Bank accounts - using add, match, transfer and split; multiple bank accounts, including business credit cards; managing missing transactions; managing duplicate transactions; completing a bank reconciliation

  • Products & Services - using them effectively for your business reporting; stock management

  • Chart of accounts - understanding what this means for your business; adding new income and expense accounts; Sub-accounts;

  • Key reports - Profit and loss account; Balance Sheet, Aged Receivables (who owes you); Aged Payables (who you owe); Adapting the reports and personalising

  • Hints, tips and short cuts to make your life easier

  • How the QuickBooks app works so that you can manage your business when you're out and about

You may arrive craving more information about your business or feeling a bit lost as you don't know what you don't know, but by the end of the day you'll leave feeling empowered and ready to access your business information with confidence.

This course is aimed at business editions and not the self employed edition of QuickBooks.

Just bring your laptop on the day and we're use the real data of your own business.

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QuickBooks complete Beginners course
Jun
26
9:00 am09:00

QuickBooks complete Beginners course

Book Here

Is your business at the point where a bit more control over the finances could help? Are you maybe feeling a little lost and could do with some support?

Helen and Boo from Troy Accounting love nothing more than passing on their knowledge so that more businesses can get to grips with the day to day running of their business. QuickBooks is a great way to do this.

The course is a maximum of 8 people so that you can really get the most out of the day and make it relevant to your business. You just need to turn up with your laptop - we'll even help you choose the right QuickBooks subscription if you're not sure which one is right for your business.

During the day we will take you through how to:

  • Set up your company including adding a logo, contact details, customer payment terms

  • Setting up your customer invoice template and how to personalise it

  • Setting up your products or services

  • Showing you how to raise an invoice to your customers so you can bill for the completed work

  • Explaining how you can manage your expenses either by adding an invoice or directly from your QuickBooks bank account

  • Linking up your bank accounts to QuickBooks to make matching the income received and the expenses paid easily

  • How the QuickBooks app works so that you can manage your business when you're out and about

You may arrive as a complete beginner but by the end of the day you'll leave empowered and ready to tackle the day to day bookkeeping tasks of your business.

This course is aimed at business editions and not the self employed edition of QuickBooks. If you haven't signed up for QuickBooks then we can help you choose the right subscription on the day.

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QuickBooks & Xero - which is best for your business?
Jun
19
9:00 am09:00

QuickBooks & Xero - which is best for your business?

Is your business at the point where a bit more control over the finances could help?

Have you thought about using QuickBooks or Xero?

Book Here

Our 3 hour introductory session to QuickBooks and Xero could be just the thing you need to help identify what's best for your business accounting needs.

As every business is unique we'll be explaining more about QuickBooks and Xero so that you can make an informed choice as to which one is perfect for your business, putting you back in control.

We'll chat through your current challenges and frustrations and why you feel that your business processes and finances are not under control.

In both QuickBooks and Xero we're show you how you can:

  • Set up your business so you're ready to start

  • How to add your products & services

  • How to raise an invoice to your customers

  • How to manage your business expenses and business receipts

  • How you can link up your business bank account

  • Run the basic business reports (profit & loss account, balance sheet, customers that owe you money, who you owe money to)

We will be looking at the QuickBooks & Xero products aimed at businesses. It will not include and overview of the self employed version.

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