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QuickBooks Improvers course

  • Troy Accounting Ltd Abbey Enterprise Centre, Premier Way Romsey SO51 9DF (map)

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


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.