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Perfect Books Legal Accounts Software
2 students

Perfect Books Legal Accounts Software

How to use Perfect Software, the online legal bookkeeping software
Created byLisa Newton
Last updated 7/2015
English

What you'll learn

  • By the end of the course you will be able to complete various common functions using Perfectbooks online
  • In this course, you will learn how to:
  • Enter the opening balances
  • Set up partners and main fee earners
  • 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

Course content

16 sections • 45 lectures • 2h 31m total length

  • Intro to the course and your tutor4:53
  • Explanation of the course structure0:10

    Print off the course material. Read through each task. Watch the video on how to complete the task, and then have a go at it yourself on the software.

Requirements

  • You'll need access to Perfectbooks software in order to complete the assignment

Description

Perfectbooks Computerised Accounts course is about how to use Perfectbooks software based on the most popular functions which you as a Perfectbooks 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 Perfectbooks 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 law firm / legal business and want to know how to use Perfectbooks for yourself.

You will need to have access to a copy of Perfectbooks.

The course materials includes the handout of the assignment task and a booklet on the software.

The course will take about 3-4 hours to complete.

Who this course is for:

  • Bookkeepers, Legal cashiers and Accountants who will be using this for their clients
  • Students who are going for jobs where the requirement is working knowledge of Quickbooks Online software
  • 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

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