Duration 2 Days 12 CPD hours Overview At course completion, you will be able to: Set up a company Set up and manage inventory Invoice and process payments Customize forms Create reports Track and pay sales tax Prepare payroll In this course you will learn the features in QuickBooks Pro and Premier 2022. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2022. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Automated Send Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Handling Expenses Managing Receipts Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Form Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates
Duration 2 Days 12 CPD hours Overview What's New in This Guide? Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses ?Get Started with QuickBooks 2020 for Windows? and ?Keep Going with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates
Course Outline: What is “Diversity and Inclusion”? The Cultural Contact Lens - understanding different people's experiences The Social Ecological Model - understanding how individual elements sit within and impact upon social change Finding your ‘why’, and the Business Case for D&I Going above and beyond the Law - the Equality Act (2010) and protected characteristics Becoming comfortable with feeling uncomfortable Privilege, power, and the Cycle of Oppression An introduction to allyship Summary and questions
A fire, or similar emergency can happen at any time in your workplace. Fire safety awareness refers to the knowledge and understanding of the precautions and measures that individuals can take to prevent fires from occurring and to minimize the damage caused by fires. This course will ensure that your staff and their managers all know what to do to maximize safety in the event of a fire or a gas leak.
MS PowerPoint is really easy, but in this PowerPoint Training Courses, we cover most aspects in a fast-paced day, and attend the to more tricky aspects. This course is one-to-one to attend to specific aspects per delegate. Group training could be organised on request.
This is an essential programme for members of staff whose role exposes them to aggressive or violent behaviour. 1 What's happening? Issues around us Risks in context Personal experiences 2 Safety fundamentals Following internal policy and procedure Personal safety and lone working Use of technology 3 Nipping issues in the bud Recognising early warning signs Avoiding causing problems for ourselves 4 Calming - Reaching - Controlling Tips and techniques for potentially calming a situation Reaching and building rapport Accelerants - tips on avoiding accelerating a situation Assertiveness techniques Non-verbal behaviour Active listening and the use of questions and distractions Exploring ways forward and identifying win/wins Avoiding the secondary argument Fogging The 'drama triangle' If all else fails... 5 Harassment, stalking and on-line bulling What constitutes harassment and definition of stalking On-line bullying Steps to take 6 Reporting principles Importance of incidence reporting Taking care of us What next?
Course Duration: Half-day or full-day program (with virtual delivery options) Target Audience: Mid-to-senior level leaders, executives, managers, HR professionals, and leadership development coaches looking to enhance their leadership capabilities and create high-performing teams. Course Objectives By the end of this course, participants will be able to: Understand the role of coaching in leadership development and high-impact performance. Learn effective coaching strategies to inspire and elevate team performance. Develop skills in active listening, providing feedback, and fostering accountability. Enhance their ability to set clear goals, motivate teams, and create a culture of continuous improvement. Build an action plan for coaching their teams towards high-impact performance. Course Outline Module 1: The Role of Leadership in High-Impact Performance What defines high-impact leadership and performance? The difference between managing and coaching: leadership approaches that drive results The impact of leadership on organisational culture, productivity, and morale Essential leadership competencies for driving high performance Module 2: The Coaching Mindset Understanding the coaching mindset: shifting from directive leadership to empowering leadership Coaching as a tool for leadership development and team performance The benefits of a growth mindset in leadership and performance Key attributes of an effective coach: empathy, active listening, emotional intelligence Module 3: Key Coaching Skills for Leaders Active listening: asking the right questions, listening beyond the words Giving and receiving feedback: providing constructive feedback to motivate and improve performance Building rapport and trust with team members Coaching for growth: helping individuals unlock their potential and build confidence Challenging and supporting: knowing when to push for growth and when to provide support Module 4: Setting Clear, Achievable Goals The importance of goal-setting in coaching for high-performance Setting SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) Aligning team goals with organisational objectives and strategy Techniques for holding team members accountable to their goals Creating a culture of continuous feedback and improvement Module 5: Motivating and Inspiring Teams The psychology of motivation: intrinsic vs extrinsic motivation Leveraging strengths: identifying and utilising team members’ core strengths for high impact Building team ownership: fostering a sense of responsibility and autonomy Using recognition and reward systems to motivate performance Building resilience: coaching through setbacks and challenges Module 6: Coaching for Performance and Development Balancing short-term performance goals with long-term development needs Identifying potential and growth opportunities in your team Conducting effective one-on-one coaching sessions: structure and frameworks Using assessments and data to drive coaching decisions (e.g., 360-degree feedback, performance metrics) Encouraging self-reflection and self-coaching in team members Module 7: Leading through Change and Uncertainty Coaching leaders to navigate change: resilience in times of uncertainty The role of leadership in creating clarity and stability during change Helping teams embrace change and uncertainty with a growth mindset Leading with emotional intelligence during periods of transition Module 8: Action Planning for High-Impact Leadership Coaching Reflecting on your coaching style and leadership strengths Developing an action plan for coaching individual team members and leading high-performing teams Defining key coaching strategies and techniques for ongoing leadership development Creating a culture of feedback and continuous growth within your team Setting up regular check-ins and performance reviews to monitor progress Delivery Style Highly interactive with coaching demonstrations, role-playing, and peer-to-peer coaching exercises Real-world case studies and leadership scenarios to apply key concepts Practical tools, templates, and frameworks for implementing coaching in the workplace Personal action planning for leadership development and team performance Group discussions and reflection activities Course Materials Provided Leadership Coaching Framework and Templates SMART Goals Worksheet and Coaching Conversation Guide Feedback and Accountability Tools Leadership Development Action Plan Resource list: Books, podcasts, and articles on leadership coaching Optional Add-ons One-on-one leadership coaching sessions for personalised development Post-course check-ins and follow-up coaching to track progress Group coaching sessions for team leaders to share best practices and support one another Tailored modules focused on specific leadership challenges (e.g., change management, team dynamics)
Course Duration: Half-day or full-day program (with virtual delivery options) Target Audience: Mid-to-senior level leaders, executives, managers, HR professionals, and leadership development coaches looking to enhance their leadership capabilities and create high-performing teams. Course Objectives By the end of this course, participants will be able to: Understand the role of coaching in leadership development and high-impact performance. Learn effective coaching strategies to inspire and elevate team performance. Develop skills in active listening, providing feedback, and fostering accountability. Enhance their ability to set clear goals, motivate teams, and create a culture of continuous improvement. Build an action plan for coaching their teams towards high-impact performance. Course Outline Module 1: The Role of Leadership in High-Impact Performance What defines high-impact leadership and performance? The difference between managing and coaching: leadership approaches that drive results The impact of leadership on organisational culture, productivity, and morale Essential leadership competencies for driving high performance Module 2: The Coaching Mindset Understanding the coaching mindset: shifting from directive leadership to empowering leadership Coaching as a tool for leadership development and team performance The benefits of a growth mindset in leadership and performance Key attributes of an effective coach: empathy, active listening, emotional intelligence Module 3: Key Coaching Skills for Leaders Active listening: asking the right questions, listening beyond the words Giving and receiving feedback: providing constructive feedback to motivate and improve performance Building rapport and trust with team members Coaching for growth: helping individuals unlock their potential and build confidence Challenging and supporting: knowing when to push for growth and when to provide support Module 4: Setting Clear, Achievable Goals The importance of goal-setting in coaching for high-performance Setting SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) Aligning team goals with organisational objectives and strategy Techniques for holding team members accountable to their goals Creating a culture of continuous feedback and improvement Module 5: Motivating and Inspiring Teams The psychology of motivation: intrinsic vs extrinsic motivation Leveraging strengths: identifying and utilising team members’ core strengths for high impact Building team ownership: fostering a sense of responsibility and autonomy Using recognition and reward systems to motivate performance Building resilience: coaching through setbacks and challenges Module 6: Coaching for Performance and Development Balancing short-term performance goals with long-term development needs Identifying potential and growth opportunities in your team Conducting effective one-on-one coaching sessions: structure and frameworks Using assessments and data to drive coaching decisions (e.g., 360-degree feedback, performance metrics) Encouraging self-reflection and self-coaching in team members Module 7: Leading through Change and Uncertainty Coaching leaders to navigate change: resilience in times of uncertainty The role of leadership in creating clarity and stability during change Helping teams embrace change and uncertainty with a growth mindset Leading with emotional intelligence during periods of transition Module 8: Action Planning for High-Impact Leadership Coaching Reflecting on your coaching style and leadership strengths Developing an action plan for coaching individual team members and leading high-performing teams Defining key coaching strategies and techniques for ongoing leadership development Creating a culture of feedback and continuous growth within your team Setting up regular check-ins and performance reviews to monitor progress Delivery Style Highly interactive with coaching demonstrations, role-playing, and peer-to-peer coaching exercises Real-world case studies and leadership scenarios to apply key concepts Practical tools, templates, and frameworks for implementing coaching in the workplace Personal action planning for leadership development and team performance Group discussions and reflection activities Course Materials Provided Leadership Coaching Framework and Templates SMART Goals Worksheet and Coaching Conversation Guide Feedback and Accountability Tools Leadership Development Action Plan Resource list: Books, podcasts, and articles on leadership coaching Optional Add-ons One-on-one leadership coaching sessions for personalised development Post-course check-ins and follow-up coaching to track progress Group coaching sessions for team leaders to share best practices and support one another Tailored modules focused on specific leadership challenges (e.g., change management, team dynamics)
Course Duration: Half-day or full-day program (with virtual delivery options) Target Audience: Mid-to-senior level leaders, executives, managers, HR professionals, and leadership development coaches looking to enhance their leadership capabilities and create high-performing teams. Course Objectives By the end of this course, participants will be able to: Understand the role of coaching in leadership development and high-impact performance. Learn effective coaching strategies to inspire and elevate team performance. Develop skills in active listening, providing feedback, and fostering accountability. Enhance their ability to set clear goals, motivate teams, and create a culture of continuous improvement. Build an action plan for coaching their teams towards high-impact performance. Course Outline Module 1: The Role of Leadership in High-Impact Performance What defines high-impact leadership and performance? The difference between managing and coaching: leadership approaches that drive results The impact of leadership on organisational culture, productivity, and morale Essential leadership competencies for driving high performance Module 2: The Coaching Mindset Understanding the coaching mindset: shifting from directive leadership to empowering leadership Coaching as a tool for leadership development and team performance The benefits of a growth mindset in leadership and performance Key attributes of an effective coach: empathy, active listening, emotional intelligence Module 3: Key Coaching Skills for Leaders Active listening: asking the right questions, listening beyond the words Giving and receiving feedback: providing constructive feedback to motivate and improve performance Building rapport and trust with team members Coaching for growth: helping individuals unlock their potential and build confidence Challenging and supporting: knowing when to push for growth and when to provide support Module 4: Setting Clear, Achievable Goals The importance of goal-setting in coaching for high-performance Setting SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) Aligning team goals with organisational objectives and strategy Techniques for holding team members accountable to their goals Creating a culture of continuous feedback and improvement Module 5: Motivating and Inspiring Teams The psychology of motivation: intrinsic vs extrinsic motivation Leveraging strengths: identifying and utilising team members’ core strengths for high impact Building team ownership: fostering a sense of responsibility and autonomy Using recognition and reward systems to motivate performance Building resilience: coaching through setbacks and challenges Module 6: Coaching for Performance and Development Balancing short-term performance goals with long-term development needs Identifying potential and growth opportunities in your team Conducting effective one-on-one coaching sessions: structure and frameworks Using assessments and data to drive coaching decisions (e.g., 360-degree feedback, performance metrics) Encouraging self-reflection and self-coaching in team members Module 7: Leading through Change and Uncertainty Coaching leaders to navigate change: resilience in times of uncertainty The role of leadership in creating clarity and stability during change Helping teams embrace change and uncertainty with a growth mindset Leading with emotional intelligence during periods of transition Module 8: Action Planning for High-Impact Leadership Coaching Reflecting on your coaching style and leadership strengths Developing an action plan for coaching individual team members and leading high-performing teams Defining key coaching strategies and techniques for ongoing leadership development Creating a culture of feedback and continuous growth within your team Setting up regular check-ins and performance reviews to monitor progress Delivery Style Highly interactive with coaching demonstrations, role-playing, and peer-to-peer coaching exercises Real-world case studies and leadership scenarios to apply key concepts Practical tools, templates, and frameworks for implementing coaching in the workplace Personal action planning for leadership development and team performance Group discussions and reflection activities Course Materials Provided Leadership Coaching Framework and Templates SMART Goals Worksheet and Coaching Conversation Guide Feedback and Accountability Tools Leadership Development Action Plan Resource list: Books, podcasts, and articles on leadership coaching Optional Add-ons One-on-one leadership coaching sessions for personalised development Post-course check-ins and follow-up coaching to track progress Group coaching sessions for team leaders to share best practices and support one another Tailored modules focused on specific leadership challenges (e.g., change management, team dynamics)
This course covers the essential Excel data skills. Our course is interactive, instructor-led. This Excel Data course is on offered on intermediate level of Excel and concentrates on the Data Analytical capabilities of Excel. These concepts are daily used by data analysts and is a basic essential skill for data professionals. By the end, you'll be able to use Excel for analytics, data summaries, trends and statistics. You will create Excel data analytical spreadsheets and samples that you can use as examples at work.