Clearbooks Accounting Software

Learn how to use Clearbooks accounting software to perform common essential bookkeeping tasks.
0.0 (0 ratings) Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
2 students enrolled
Instructed by Lisa Newton IT & Software / Other
$19
$20
5% off
Take This Course
  • Lectures 40
  • Length 2.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 4/2016 English

Course Description

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:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

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 are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV, or
  • You are a bookkeeper or accountant and will be using this for clients or even
  • You run your own business and want to know how to use Clearbooks for yourself.

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.

What are the requirements?

  • You will need access to Clearbooks in order to complete the assignment - we'll give you the link to a free software trial in lesson 1

What am I going to get from this course?

  • By the end of the course you will be able to complete various common functions using Clearbooks
  • In this course, you will learn how to:
  • Enter the opening balances
  • Amend the nominal ledger
  • Add new customer and supplier details
  • Post customer invoices and credit notes to the sales ledger
  • Post supplier invoices and credit notes to the purchase ledger
  • Enter the supplier cheques and record the customer receipts
  • Post Petty Cash transactions
  • Prepare the VAT return
  • Reconcile the bank
  • Post the wages journal
  • Post adjustments to the accounts and produce month-end reports

What is the target audience?

  • Bookkeepers and Accountants who need to increase their skills set
  • Students who are going for jobs where the requirement is working knowledge of Clearbooks
  • Those who have studied accounting, but want practical knowledge of how to use a popular accounting software which will help them find employment
  • Previous knowledge of accounting is not presumed or required

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Getting Prepared - Access the software and course materials
Introduction to clearbooks, the course and your tutor
Preview
04:55
Section 2: Getting Started
Clearbooks free trial - sign up
Preview
05:40
Section 3: Setting Up The System
Amend the nominal account names and codes
Preview
07:44
Enter opening balances
Preview
03:43
Report opening trial balance
Preview
01:09
Reverse opening balances - accruals and prepayments
Preview
04:41
Reverse the opening accrual - show a report
Preview
01:09
Section 4: Nominal Ledger
Amend the nominal ledger
Preview
03:53
Report listing the nominal ledgers
Preview
00:57
Section 5: Customers
Enter customers
Preview
08:36
Customer report
Preview
00:58
Section 6: Suppliers
Enter suppliers
04:41
Create suppliers report list
02:06
Section 7: Sales Ledgers
Enter invoices to customers
10:09
Post sales credit notes
02:50
Report showing customer activity
02:36
Section 8: Purchases Ledgers
Post supplier invoices
10:29
Credit Notes suppliers
03:42
Supplier account activity report
01:32
Section 9: Sundry Payments
Post cheques
16:44
Reports showing supplier payments
01:16
Section 10: Sundry Receipts
Receipts from customers
04:56
Report showing customer receipts
00:50
Section 11: Petty Cash
Post petty cash transactions
03:56
Post petty cash - report
00:48
Post cash payments to ledgers
12:49
Report on cash payments
00:40
Post sundry payments
04:28
Report bank payments
01:50
Section 12: VAT - Value Added Tax
Prepare a VAT Return
02:49
File a VAT return
01:29
Section 13: Bank Reconciliation
Reconcile the bank
04:32
Unreconciled bank report
00:58
Section 14: Payroll / Wages
Post the wages journal
05:53
Month end adjustment journals
03:52
Trial Balance report
00:40
Section 15: Reports
Run a report on the PnL
05:03
Balance Sheet Report
01:15
Section 16: Conclusion
How it all fits together
Preview
02:35
Recap and next steps
02:43

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Lisa Newton, Entrepreneur & Serial Author

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.

Ready to start learning?
Take This Course