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Clearbooks - Online Computerised Accounts
course is about how to use Clearbooks based on the most popular functions which you as a Clearbooks operator needs to know how to use, in order to be proficient in using the software.
The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:
You'll learn how to set up a Clearbooks accounting system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.
This is a useful course if:
You will need to have access to Clearbooks. You can sign up to the Clearbooks site to get a free trial. We give you the link in lecture one and show you how to do this. The instructor is usually online to answer student queries for 2 hours each day.
The course materials includes the handout of the assignment task.
Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts.
The course will take about 3-4 hours to complete.
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Desktop, iOS and Android.
Certificate of completion.
|Section 1: Getting Prepared - Access the software and course materials|
Introduction to clearbooks, the course and your tutorPreview
|Section 2: Getting Started|
Clearbooks free trial - sign upPreview
|Section 3: Setting Up The System|
Amend the nominal account names and codesPreview
Enter opening balancesPreview
Report opening trial balancePreview
Reverse opening balances - accruals and prepaymentsPreview
Reverse the opening accrual - show a reportPreview
|Section 4: Nominal Ledger|
Amend the nominal ledgerPreview
Report listing the nominal ledgersPreview
|Section 5: Customers|
|Section 6: Suppliers|
Create suppliers report list
|Section 7: Sales Ledgers|
Enter invoices to customers
Post sales credit notes
Report showing customer activity
|Section 8: Purchases Ledgers|
Post supplier invoices
Credit Notes suppliers
Supplier account activity report
|Section 9: Sundry Payments|
Reports showing supplier payments
|Section 10: Sundry Receipts|
Receipts from customers
Report showing customer receipts
|Section 11: Petty Cash|
Post petty cash transactions
Post petty cash - report
Post cash payments to ledgers
Report on cash payments
Post sundry payments
Report bank payments
|Section 12: VAT - Value Added Tax|
Prepare a VAT Return
File a VAT return
|Section 13: Bank Reconciliation|
Reconcile the bank
Unreconciled bank report
|Section 14: Payroll / Wages|
Post the wages journal
Month end adjustment journals
Trial Balance report
|Section 15: Reports|
Run a report on the PnL
Balance Sheet Report
|Section 16: Conclusion|
How it all fits togetherPreview
Recap and next steps
Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award.
Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.
Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.
In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation and cosmic ordering.