QuickBooks

Make QuickBooks work for your business

You’re using QuickBooks in your business. But..

Has anyone shown you how to really use it?

 

Data entry that’s complete, correct and up-to-date

Not only does bookkeeping need to be complete, accurate and up-to-date but the way it’s done can have a huge impact on the financial information that come out of QuickBooks.

Using your actual transactions and your QB file we look at:

  • Invoices to customers and supplier bills
  • Money received and money paid out
  • Workflows that make bookkeeping easier
  • Using useful tech and apps
  • Bank reconciliations
  • How your VAT return takes shape
  • Spotting and correcting error
  • Top-accounts, sub-accounts and your Chart of Accounts

Using QuickBooks to improve your business

No one buys bookkeeping software because they want bookkeeping software. You buy and use it because you want to measure, understand and improve the financial performance of your business or organisation.

We’ll show you how to build and understand customised reports that fit your business like a glove.

We’ll also look at:

  • credit control and how you can get on top of slow payers.
  • Using QuickBooks to build a cashflow model
  • Making sure QuickBooks agrees to your accounts at Companies House

How does our QuickBooks training work?

The starting point is a half-day training session which costs £350 plus VAT. This can be at your business or our office. If further sessions are required then we can agree them as we go.

The training works better at your place of business because we can easily access any financial information we need. But, we can easily swap to our offices just next to Putney Bridge tube station.

We also work with you if you need some ad hoc support – we’re happy to run short sessions on Teams / Zoom to help you get the best from QuickBooks.

Sounds like what you’re looking for? Call Michael Austin on 020 7125 0270 or email info@bluedotconsulting.co.uk and we can go from there.