Kashflow Bookkeeping Software

Learn how to use Kashflow - the leading online accounting software
4.0 (2 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.
27 students enrolled
$19
$25
24% off
Take This Course
  • Lectures 45
  • Length 3 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 9/2014 English

Course 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.

What are the 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.

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 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

What 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

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
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.

Section 2: Getting Started
03:03

Setting up the system.

Section 3: Setting Up The System
03:28

Logging into the system.

11:57

Update the settings on Kashflow.

04:39

Enter the opening balances.

01:00

Run the trial balance.

03:32

Post reverse journals.

03:21

Enter the opening balances.

01:40

Produce a report on the journals entered.

Section 4: Nominal Ledger
04:34

Amend the nominal ledger.

01:23

Produce a report to show the nominal ledger.

Section 5: Customers
07:51

Add new customers to the system.

01:35

Report on customer information.

Section 6: Suppliers
04:35

Enter supplier details.

00:53

Report on suppliers.

Section 7: Sales Ledger
10:01

Post customer invoices.

05:01

Enter customer credit notes.

00:42

Customer activity report.

Section 8: Purchases Ledger
08:43

Post supplier invoices.

Credit Notes Suppliers
03:58
01:23

Show supplier account activity.

01:14

Create an aged creditors report.

Section 9: Sundry Payments
11:06

Post cheques to the purchases ledger.

01:00

Show the payments made to suppliers.

Section 10: Sundry Receipts
06:37

Enter receipts from customers.

01:11

Show the customer receipts.

Section 11: Petty Cash
03:15

Post transactions to the petty cash.

01:03

Report on petty cash banking.

07:01

Post cash payments.

Post cash payments to ledgers
05:43
00:57

Report on cash payments.

02:54

Post sundry bank payments.

01:21

Report bank payments.

Section 12: VAT - Value Added Tax
04:05

Prepare the VAT return.

01:30

Submit the VAT return and save it on the system.

Section 13: Bank Reconciliation
04:57

Reconcile the bank.

01:28

Handle unreconciled transactions.

Section 14: Payroll / Wages
05:13

Post the wages journal.

00:31

Report on the wages journal.

Section 15: Reports
04:10

Post journal adjustments.

Adjustments to the account - report
01:10
00:51

Produce the profit & loss account.

00:41

Produce a balance sheet.

01:46

Produce a trial balance.

Section 16: Concluding lecture
Next steps
Preview
05:44

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