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Freshbooks - Computerised Accounts
course is about how to use Freshbooks based on the most popular functions which you as a Freshbooks software 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 Freshbooks accounting system from scratch, how to post customer invoices and credit notes, enter expenses, petty cash, prepare estimates and use time tracking, do a VAT return, run reports amongst over things.
This is a useful course if:
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. The instructor is usually online to answer student queries for 2 hours each day.
The course materials includes the handout of the assignment task.
The course will take about 1-2 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 the course and your tutorPreview
|Section 2: Getting Started|
Freshbooks - free trial sign up
Setting up the system
|Section 3: Customers|
|Section 4: Sales Ledgers|
Post customer invoices
Enter sales credit notes
Create a customer statement
Report showing customer activity
|Section 5: Purchases Ledgers|
Post supplier invoices
Generate an expense report
|Section 6: Sundry receipts|
Enter customer receipts
Report showing customer receipts
|Section 7: Petty Cash|
Post petty cash transactions
|Section 8: Estimates and Time Tracking|
Create an estimate
Use Time trackingPreview
Generate an invoice
|Section 9: VAT - Value Added Tax|
|Section 10: Reports|
Run a report on the PnL, Balance Sheet and Trial Balance
|Section 11: Conclusion|
Recap and next steps
How it all fits togetherPreview
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.