QuickBooks Onsite Training

If you need to develop your own online accountancy software skills or those of your staff? I can help.

WE offer QuickBooks training at your office throughout Central Scotland.

• Training will be tailored to  your staff’s requirements provided by a trained Accountant & QuickBooks Platinum ProAdvisor

• We currently offer training in QuickBooks Online and QuickBooks Desktop (Basic Training) and assist with migration from Desktop based software to cloud solutions such as QuickBooks Online, Xero or Freeagent.

• Our extensive knowledge of accounts packages and practices means we bring a wealth of practical experience and numerous tips and tricks to the training.

• We can also help you assess which package will meet your business requirements and help with set-up/training and integration of third party Apps such as Autoenry, ReceiptBank, GoCardless and many others. Just ask.

Following booking and payment I will:

• Assess the training requirements of yourself / staff/business

• Design a course that is tailored to the needs of each trainee

• Provide training at your premises (half-day training on weekdays between 10am and 1pm, as per calendar). Other days and extended sessions can be arranged by contacting us.

• Deliver QuickBooks training course on a one-to-one or group basis (up to 3 attendees)

• Advise you on appropriate online solutions, if required

OUR BASIC TRAINING SESSION (3 HOURS) INCLUDES THE FOLLOWING AREAS:

• QuickBooks set-up

• Overview and training in the recording of income and expenditure

• Bank feed set-up and bank reconciliation overview

• Preparation and filing of VAT return (MTD)

• Payroll set-up

• Minor corrections of accounting errors

• Reports overview

The following areas are not included in our basic 3-6 hours sessions, but can be arranged by separate agreement:

• Training on any specific management reporting or preparation of management accounts for Board meetings. This usually requires some more in-depth knowledge of your organisation and time to review your records before we prepare these. These tasks usually can not be fully completed within our 3-6 hour training slot.

• Any major historic errors clean up. If this is something that you would like us to help with, we would be absolutely delighted to do so. In fact, we really enjoy a bit of challenge! However, this often can not be achieved within 3-6 hours.

ZOOM TRAINING SESSION (1-2 HOURS) CAN INCLUDE THE FOLLOWING AREAS (DEPENDING ON YOUR REQUIREMENTS):

• QuickBooks set-up

• Overview and training in the recording of income and expenditure

• Bank feed set-up and bank reconciliation overview

• Preparation and filing of VAT return (MTD)

• Payroll set-up

• Minor corrections of accounting errors

• Reports overview

• Anything else that we agree

Booking Form