Mastering Freshbooks: Essential Bookkeeping Made Easy
What you'll learn
- By the end of the course you will be able to complete various common functions using Freshbooks
- In this course you will learn how to:
- Add new customer details
- Produce a customer statement
- Post expenses
- Post Petty Cash transactions
- Prepare an estimate
- Prepare the VAT return
- Use time tracking
- Produce month end reports
Requirements
- You will need access to Freshbooks in order to complete the assignment - but we'll explain how to get a free trial of the software in lecture 2
Description
Are you looking to improve your bookkeeping skills and proficiency in using Freshbooks Accounting software? Look no further than our Freshbooks Accounts course! Our course is specifically designed to help bookkeepers, accountants, and small business owners learn the most essential functions of Freshbooks in a practical and engaging way.
With our practical scenario assignments, you'll be given tasks to complete and then watch video answers to reinforce your learning. This course will teach you how to set up a Freshbooks system from scratch, 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, and much more.
This course is perfect for anyone looking to work with Freshbooks, looking for jobs that require Freshbooks proficiency, or even those who run their own business and want to use Freshbooks for themselves. Plus, successful completion of the course is equivalent to having a level 2 certificate in computerized accounts.
With access to Freshbooks Online and instructor support available within hours, our course materials include a handout of the assignment task. The course takes only 1-2 hours to complete, making it a convenient and time-efficient way to improve your bookkeeping skills.
Don't miss out on this unique opportunity to gain practical experience with Freshbooks Accounting software. Enroll in our Freshbooks Accounts course today and take your bookkeeping skills to the next level!
You will need to have access to Freshbooks. You can sign up to the Freshbooks site to get a free trial. We give you the link in lecture one and show you how to do this.
Who this course is for:
- Bookkeepers and Accountants who need to increase their skills set
- Students who are going for jobs where the requirement is working knowledge of Freshbooks
- 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
- Self employed people thinking of using Freshbooks for themselves
- Anyone looking to work with Freshbooks Accounts and improve their bookkeeping skills
Instructor
Lisa Newton, BA MSc AAT, is an award-winning entrepreneur, author, and businesswoman with a first-class honours degree in Accounting with Marketing and a master’s degree in Investment Management. She launched her first business in 2004 with just £150, immediately after graduating from City University in London—and has never looked back or worked a traditional 9-to-5 job.
A dynamic and serial entrepreneur, Lisa holds directorships across a diverse range of industries, including property management, publishing, car membership, and finance. Her ventures have earned her numerous accolades, including the Young Entrepreneur of the Year Award (2007), Enterprising Business Award (2008), and the BE Mogul Award (2016). One of her companies was recognised as Best Accounting Franchisor in both 2011 and 2012, while another received the Best Bookkeeping Business – London title from the Accountancy International Awards in 2015 and again in 2017. She has also been shortlisted for several other prestigious business honours.
Lisa is the author of multiple books, including 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, How to Franchise Your Business, and QuickBooks Online: The Handbook. Many of her titles are also available as audiobooks on iTunes and Audible.
She previously hosted The Authors Podcast, where she interviewed writers and offered insights into the writing and publishing process.
As a global educator, Lisa has taught over 30,000 students worldwide through various digital learning platforms. She also runs a YouTube channel dedicated to answering accounting-related questions and provides coaching on money management and entrepreneurship.
A lifelong learner, avid reader, and consultant, Lisa is passionate about helping others succeed in business. She actively supports the MS Society, reflecting her commitment to giving back.
In her spare time, Lisa enjoys travelling, salsa dancing, writing, learning languages (spanish & french), practicing meditation and yoga, and exploring the principles of manifestation and the law of attraction.