Kashflow Bookkeeping Software
3.8 (5 ratings)
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Kashflow Bookkeeping Software

Learn how to use Kashflow - the leading online accounting software
3.8 (5 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.
34 students enrolled
Created by Lisa Newton
Last updated 7/2015
English
Current price: $10 Original price: $25 Discount: 60% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • By the end of the course you will be able to complete various common functions using Kashflow software
  • 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
View Curriculum
Requirements
  • You'll need access to Kashflow in order to complete the assignment
  • You'll get immediate access to Kashflow for 14 days - for free, so preferably once the software trial is activated, you need to complete the assignment within that 14 day time frame
  • In lecture 1 - we show you where to download the software.
Description

Kashflow Online Bookkeeping course is about how to use Kashflow software based on the most popular functions which you as a Kashflow 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 the Kashflow 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 Kashflow for yourself.

You will be given access to Kashflow (free for 14 days).

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.

Kashflow (if you are a user) does some very odd things. It has been known for the Trial Balance not to balance which "should" actually be an impossibility for any decent accounts software. Likewise, you may find that things go 'missing' from the bank reconciliation statement (yet remain within the system). As a accounting software trainer for over a decade, having used more than 20 different bookkeeping software out there - it wouldn't be a system I'd recommend, and I'd strongly suggest you get help if you are using this software because you won't be able to figure it out and sometimes it could be "technical" fault (i.e. an error on their end) and absolutely nothing to do with you, or what you've entered. So don't bang your head on the computer. You may just want to switch software instead...

Who is the target audience?
  • Bookkeepers and Accountants who will be using this for their clients
  • Students who are going for jobs where the requirement is working knowledge of Kashflow
  • 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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Curriculum For This Course
45 Lectures
02:45:30
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Getting Prepared - Access the software and course materials
1 Lecture 06:43

Preparation.

Firstly, please download and 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.

Preview 06:43
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Getting Started
1 Lecture 03:03

Setting up the system.

Starting a Free Trial on Kashflow
03:03
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Setting Up The System
7 Lectures 29:37

Logging into the system.

Setting up the system with our fictitious company details
03:28


Enter the opening balances.

Preview 04:39

Run the trial balance.

Opening Trial Balance
01:00

Post reverse journals.

Adding Nominal codes
03:32

Enter the opening balances.

Reverse Opening Balances - accruals and prepayments
03:21

Produce a report on the journals entered.

Report Journals
01:40
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Nominal Ledger
2 Lectures 05:57

Amend the nominal ledger.

Preview 04:34

Produce a report to show the nominal ledger.

Report listing the nominal ledgers
01:23
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Customers
2 Lectures 09:26

Add new customers to the system.

Enter customers
07:51

Report on customer information.

Reporting Customer Information
01:35
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Suppliers
2 Lectures 05:28

Enter supplier details.

Entering Suppliers
04:35

Report on suppliers.

Supplier Information Report
00:53
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Sales Ledger
3 Lectures 15:44

Post customer invoices.

Enter invoices
10:01

Enter customer credit notes.

Post Sales Credit Notes
05:01

Customer activity report.

Report showing Customer Activity
00:42
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Purchases Ledger
4 Lectures 15:18

Post supplier invoices.

Post Supplier Invoices
08:43

Credit Notes Suppliers
03:58

Show supplier account activity.

Supplier Activity Report
01:23

Create an aged creditors report.

Aged Creditors Information
01:14
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Sundry Payments
2 Lectures 12:06

Post cheques to the purchases ledger.

Post Cheques
11:06

Show the payments made to suppliers.

Report showing supplier payments
01:00
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Sundry Receipts
2 Lectures 07:48

Enter receipts from customers.

Receipts from customers
06:37

Show the customer receipts.

Report showing customer receipts
01:11
6 More Sections
About the Instructor
Lisa Newton
4.0 Average rating
300 Reviews
4,032 Students
95 Courses
Entrepreneur & Serial Author

Lisa Newton BA MSc AAT 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, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards).

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, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel.

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, yoga and cosmic ordering.