tax shop accountants

Quickbooks Training

We believe in spending time training our clients to perform many basic tasks themselves, such as invoicing, putting on supplier invoices and allocating payments against invoices.

Quickbooks is the ideal platform to do this. Wherever you are, as long as you have an internet connection, you can work on the move. Quickbooks has a mobile phone app that allows you to use the your camera to upload the receipts digitally into the program. No more keeping paper invoices! Imagine coming back from a business meeting on the train and being able to take pictures of your receipts from the day straight into your accounting software.

We are a Platinum Quickbooks business and hold training sessions on a regular basis with our Quickbooks qualified trainers.

The sessions are half day courses and are limited to a maximum of 7 delegates to enable personalised tuition. The courses are available to members of the general public, as well as our clients and are held above our offices in Wellington in our modern, specially equipped training room.

Our Trainers will take you through each section on our overhead projector, whereafter you will try examples yourselves on our computers (provided). Our trainers will assist you if you are unclear.

At the end of the course you should have mastered all areas covered and should have the confidence to take this back to your own business. You will be provided with certification of the course attended.

We currently hold two courses:

Getting started with Quickbooks

This course will cover the following topics:

  • Setting up your company
  • Getting around in Quickbooks
  • Linking your bank account
  • Invoicing and designing invoice templates
  • Entering purchases
  • Using the phone app
  • Q & A


More Advanced Techniques

This course will cover the following topics:

  • Managing your bank accounts and the automatic bank feeds
  • Bank reconciliations
  • Configuring industry specific ledger accounts
  • The VAT return
  • VAT cash accounting techniques
  • Reporting
  • Year End procedure
  • Q & A

Although we provide the computers, we suggest you bring your mobile phones so you can download the phone app.

The course will be approximately 3 hours with a tea or coffee break.

The courses cost £125 plus VAT per delegate.

Kindly complete the form below and our office will get in touch with the dates we have available.

Mobile telephone number
Which course are you interested in?
Please tell us if you use Quickbooks and about your bookkeeping experience
Please enter any specific requirements
Are you human?
Are you human?