708 Money Management courses

Duration 2 Days 12 CPD hours This course is intended for This course is intended for those who need to use Tableau Desktop to build complex visuals and dashboards to present information or to monitor data about their organization. Overview Upon completion of this course, participants will be able to:Select the best method to work with multiple data sourcesCreate complex visuals using calculations and parametersApply best practices to improve the layout and aesthetics of dashboards This course enables participants to create complex visualizations and to combine them into interactive dashboards to share with others using Tableau Desktop. The Data Data Interpreter Data Joins Same Database Cross Databases Spatial Join New! Data Blending New Union Custom SQL Tableau Extract TDE Hyper Clipboard Database Changes Automatic Updates Calculations Regular Calculations Quick Table Calculations Table Calculations Level of Detail (LOD) Expressions Complex Visualizations Custom Background Map Web Map Servers Dual Maps Bar in Bar Graph Bullet Graph Pareto Chart Sparkline Report Top N Within a Category Report Waterfall Chart Funnel Chart Pattern Analysis using the Path Shelf Building Better Dashboards Best Practices for Design Best Practices for Performance Creating a Template Workbook Using Layout Containers Dashboard Extenders New! Generating A Performance Summary Additional course details: Nexus Humans Tableau Advanced v10.3 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Tableau Advanced v10.3 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Microsoft Office Foundation with Minute Taking Masterclass Unlock your potential in office management with the Microsoft Office 7 courses bundle Foundation with Minute Taking Masterclass. Sharpen your Microsoft Office skills with this bundle and become a minute-taking pro. Equip yourself with the Microsoft Office expertise every employer values. Learning Outcomes: Navigate the Excel Interface 2023 using Microsoft Office features. Apply formatting to modern documents through Microsoft Office tools. Develop presentations using Microsoft Office Power Point. Operate Microsoft Access & Database proficiently. Prepare for minute-taking using Microsoft Office utilities. Record meeting decisions and actions effectively. More Benefits: LIFETIME access Device Compatibility Free Workplace Management Toolkit Key Modules from Microsoft Office Foundation with Minute Taking Masterclass: Excel Interface 2023: Master the intricacies of Excel 2023 to elevate your Microsoft Office proficiency. Formatting Text of a Modern Document: Learn advanced text formatting techniques using Microsoft Office features. Setting up and Managing Presentations: Set up and manage compelling presentations leveraging Microsoft Office tools. Microsoft Access & Database: Gain hands-on experience in Microsoft Access & Database as part of your Microsoft Office skillset. Preparation for Minute Taking: Prepare for efficient minute-taking through the utilisation of Microsoft Office features. Minute Meeting, Decision and Action: Execute accurate minute meeting documentation, decision-making, and action-planning.

Microsoft Office skills are in high demand across industries, and proficiency in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Office 365 opens up numerous career opportunities. In the UK, administrative roles, data analysis positions, office management, project coordination, and marketing support roles are just a few examples of job prospects. With average salaries ranging from £20,000 to £45,000 per year, individuals with comprehensive Microsoft Office skills can secure stable employment and contribute to the success of various organisations. Enrol in the Ultimate Microsoft Office Skills Training course today and equip yourself with the knowledge and expertise needed to thrive in the ever-evolving workplace. You Will Learn Following Things: Develop a solid foundation in Microsoft Office applications, including Word, Excel, PowerPoint, and Office 365. Acquire essential skills to efficiently navigate and manipulate data in Microsoft Excel, such as organising, sorting, filtering, and writing formulas. Gain proficiency in creating professional presentations in Microsoft PowerPoint, utilising features like multimedia, transitions, animations, and smart graphics. Master the art of document creation and formatting in Microsoft Word, including tables, styles, page layouts, envelopes, labels, and mail merges. Understand advanced features like pivot tables, charts, and data analysis tools in Microsoft Excel, enabling effective data visualisation and decision-making. This course covers everything you must know to stand against the tough competition. The future is truly yours to seize with this Mastering Microsoft Office: Word, Excel, PowerPoint, and 365. Enrol today and complete the course to achieve a certificate that can change your career forever. Details Perks of Learning with IOMH One-to-one support from a dedicated tutor throughout your course. Study online - whenever and wherever you want. Instant Digital/ PDF certificate 100% money back guarantee 12 months access This course covers everything you must know to stand against the tough competition. The future is truly yours to seize with this Mastering Microsoft Office: Word, Excel, PowerPoint, and 365. Enrol today and complete the course to achieve a certificate that can change your career forever. Process of Evaluation After studying the course, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate. Certificate of Achievement After completing the Mastering Microsoft Office: Word, Excel, PowerPoint, and 365 course, you will receive your CPD-accredited Digital/PDF Certificate for £5.99. To get the hardcopy certificate for £12.99, you must also pay the shipping charge of just £3.99 (UK) and £10.99 (International). Who Is This Course for? This course is designed for individuals who want to enhance their Microsoft Office skills for personal or skilled purposes. Whether you are a student, an experienced entrepreneur, or anyone who regularly works with Microsoft Word, Excel, PowerPoint, and Office 365, this Microsoft Office skills course will provide you with a solid foundation and advanced techniques to maximise your productivity and efficiency. No prior experience is required, making it suitable for beginners and intermediate users looking to expand their knowledge and capabilities in the Microsoft Office suite. On the other hand, anyone who wants to establish their career as: like MS Office User Microsoft Office 2019 User Touch Typing Worker Audio Typist Can take this Ultimate Microsoft Office Skills Training (Word, Excel, PowerPoint, and 365) course. Requirements There is no prerequisite to enrol in this course. You don't need any educational qualification or experience to enrol in the Mastering Microsoft Office: Word, Excel, PowerPoint, and 365 course. Do note: you must be at least 16 years old to enrol. Any internet-connected device, such as a computer, tablet, or smartphone, can access this online course. Career path Administrative Assistant - £20K to £30K/year Data Analyst - £25K to £45K/year Office Manager - £25K to £40K/year Project Coordinator - £25K to £35K/year Marketing Assistant - £20K to £30K/year Course Curriculum Section 01: Getting Started Introduction 00:03:00 Getting started on Windows, macOS, and Linux 00:01:00 How to ask great questions 00:01:00 FAQ's 00:01:00 Section 02: Excel 2021: Basics Excel Overview 00:05:00 Start Excel Spreadsheet 00:04:00 Enter Text and Numbers 00:07:00 Relative References 00:04:00 Working with ranges 00:07:00 Save and Save as Actions 00:08:00 File Extensions, Share, Export, and Publish files 00:06:00 Section 03: Excel 2021: Rows, Columns, and Cells Adding Rows and Columns 00:03:00 Modifying Rows and Column lengths 00:05:00 Section 04: Excel 2021: Data Handling Copy, Cut, and Paste 00:07:00 Copying Formulas 00:03:00 Section 05: Excel 2021: Page Setting Up and Print Page setup options 00:06:00 Fit to print on One Page 00:03:00 Print Workbooks 00:03:00 Section 06: Excel 2021: Sorting and Filtering Sorting Data Ascending Order 00:04:00 Sorting Data Descending Order 00:02:00 Filter Data 00:04:00 Section 07: Excel 2021: Writing Formulas Creating Basic Formulas 00:06:00 Datetime Formulas 00:06:00 Mathematical formulas phase1 00:20:00 Mathematical formulas phase2 00:12:00 Section 08: Excel 2021: Advanced Formulas VLOOKUP formula 00:12:00 HLOOKUP formula 00:04:00 Section 09: Excel 2021: XLOOKUP only for 2021 and Office 365 XLOOKUP 00:08:00 Handling #NA and Approximates match in XLOOKUP 00:11:00 Section 10: Excel 2021: Data and Tools Split Text into columns 00:07:00 Flash Fill 00:07:00 Data Validation 00:07:00 Remove Duplicates 00:08:00 Import Data from Text files 00:06:00 Import Data from .CSV files 00:03:00 Section 11: Excel 2021: Formatting data and tables Formatting Font 00:04:00 Formatting Alignment 00:06:00 Formatting Numbers 00:05:00 Formatting Date 00:03:00 Formatting Tables 00:05:00 Section 12: Excel 2021: Pivot Tables Pivot Tables 00:07:00 Pivot Charts 00:02:00 Section 13: Excel 2021: Charts Excel Charts - Categories 00:03:00 Elements of a chart 00:04:00 Creating Charts 00:02:00 Column or Bar charts 00:04:00 Formatting charts 00:04:00 Line Charts 00:02:00 Pie and Doughnut charts 00:04:00 Section 14: PowerPoint 2021: Course Introduction Overview 00:04:00 Start PowerPoint Presentation 00:05:00 Screen setting and Views 00:05:00 Section 15: PowerPoint 2021: Basics Presentation Tips and Guidelines 00:06:00 Creating a New Presentation 00:04:00 Working with Slides 00:04:00 Save a Presentation 00:04:00 Print Slides 00:03:00 Section 16: PowerPoint 2021: Text and Bullet Options Formatting Text 00:05:00 Slide Text Alignments 00:03:00 Multi-Column Text Alignments 00:02:00 Adding Bullets and Numbered List Items 00:03:00 Section 17: PowerPoint 2021: Adding Graphic Assets Insert Shapes 00:03:00 Insert Icons 00:03:00 Insert Graphics 00:04:00 Add 3D Models 00:03:00 Insert Pictures 00:03:00 Section 18: PowerPoint 2021: Picture Formatting Picture Options 00:04:00 Picture Cropping 00:03:00 Applying Built-in Picture Styles 00:04:00 Section 19: PowerPoint 2021: SmartArt Graphics Add SmartArt Graphic 00:03:00 Modifying SmartArt 00:03:00 Creating a Target Chart using SmartArt 00:03:00 Section 20: PowerPoint 2021: Working with Tables Create a Table on Slide 00:04:00 Formatting Tables 00:02:00 Inserting Tables 00:02:00 Table Layouts 00:01:00 Section 21: PowerPoint 2021: Working with Charts Add a Chart 00:02:00 Formatting Charts 00:02:00 Insert Chart from Microsoft Excel 00:03:00 Section 22: PowerPoint 2021: Adding Multimedia Adding Video to a Presentation 00:03:00 Adding Audio to a Presentation 00:02:00 Screen Recording and Adding 00:02:00 Section 23: PowerPoint 2021: Working with Transition Applying Transitions to Presentation 00:04:00 Section 24: PowerPoint 2021: Animation Object Animation 00:03:00 Effect Options 00:02:00 Advanced Animation 00:02:00 Triggers to control animation 00:02:00 Section 25: PowerPoint 2021: Slideshow Effects Onscreen Presentation 00:02:00 Hiding Slides 00:02:00 Changing Order of Slides 00:02:00 Copying Slides 00:02:00 Section 26: Word 2021: Introduction Overview of MS Word 00:04:00 Start MS Word 2021 00:05:00 Section 27: Word 2021: Basics Create a new blank document 00:04:00 Creating a paragraph text 00:05:00 Non-printing characters 00:03:00 Save a document 00:03:00 Open a document 00:01:00 Find and replace 00:04:00 Section 28: Word 2021: Word Formatting AutoCorrect options 00:03:00 Formatting text 00:04:00 Copy cut and paste 00:04:00 Character formatting 00:02:00 Format painter 00:04:00 Work with numbers 00:02:00 Add bullets 00:03:00 Outline creation 00:04:00 Section 29: Word 2021: Tables Creating a table 00:03:00 Adding rows and columns to a table 00:02:00 Formatting table data 00:02:00 Borders and shading 00:02:00 Sorting in a table 00:04:00 Draw a table 00:04:00 Convert text to table 00:03:00 Convert table to text 00:02:00 Insert a spreadsheet 00:02:00 Quick tables - readily available formats 00:02:00 Section 30: Word 2021: Styles Working with styles 00:02:00 Creating styles 00:02:00 Clear formatting 00:01:00 Section 31: Word 2021: Page Layout Margins 00:02:00 Orientation 00:01:00 Page size setting 00:01:00 Adding columns 00:03:00 Page break - section break 00:02:00 Adding watermark 00:03:00 Headers and footers 00:03:00 Section 32: Word 2021: Envelops and Lables Create envelops 00:02:00 Creating labels 00:02:00 Section 33: Word 2021: Mail Merges Creating a mail merge document 00:03:00 Section 34: Word 2021: Review and Printing Thesaurus and spell check 00:01:00 Word count 00:01:00 Speech - read aloud 00:01:00 Language - translate 00:01:00 Tracking 00:01:00

Duration 3 Days 18 CPD hours This course is intended for The primary audience for this course are Application Consultants, Business Analysts, and Business Process Owners/Team Leads/Power Users. In this course, students are enabled to transform Excel workbooks into captivating dashboards for executives and business users. Introduction to Dashboards Creating Interactive Dashboards Using an Embedded Excel Workbook in the Dashboard Data Visualizations with Charts Using Data in a Range Using Data in a Series Preparing Future Data by Ignoring End Blanks Dashboard Distribution Distributing a Dashboard Single Value Components Using Single Value Components Alerts Setting Up Alerts Selectors Using Selectors Setting Default Values for Selectors Selecting Multiple Items Common Components Using Images in a Dashboard Using Tables in a Dashboard Using an Interactive Calendar in a Dashboard Adding a URL to a Dashboard Components Used as Selectors Using the Chart Component as a Selector Using the Map Component as a Selector Format Options Configuring Proportional Size and Position Using Themes to Apply Formats Using Templates to Apply Formats Applying Globalization Dynamic Visability Adding Dynamic Visibility Using Formulas to Create Dynamic Visibility Creating Multi-Layer Dashboards Dashboard Design Optimization Optimizing Dashboard Design Dashboard Connection to Live Data Using Live Data Sources Setting Up an XML Connection Using Web Services to Connect to Data Using the Query Browser to Connect to Data Using the Portal Data Connection to Connect to Data Additional course details: Nexus Humans BOX310 SAP BusinessObjects Dashboards 4.1 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the BOX310 SAP BusinessObjects Dashboards 4.1 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 1 Days 6 CPD hours This course is intended for Report authors wanting to develop interactive report content, or content disconnected from IBM Cognos servers. In this course, participants increase their IBM Cognos Analytics experience by building interactive reports using Active Report controls, which can be distributed to and consumed by users in a disconnected environment, including mobile devices. Introduction to IBM Cognos Active Reports Examine IBM Cognos Active Reports Convert an existing report into an Active Report Add interactions in Active Reports using Active Report connections Create a basic Active Report Examine interactive behavior of Active Report controls Save a report in the IBM Cognos Analytics portal Save an Active Report to an MHT file Save an Active Report as a report template Use an Active Report as a prompt page Understand Active Report security Use Active Report Connections Examine Active Report connections Filter and select in controls using Active Report connections Examine variables Use a single variable to control multiple controls Use multiple variables to show different data in different controls Use Active Report controls to support mobile device usage Active Report Charts & Decks Add charts to active reports Understand and optimize chart behavior Examine decks and data decks Optimize use of decks Review Master Detail relationships Examine RAVE visualizations

Duration 2 Days 12 CPD hours Overview What's New in This Guide? The behind-the-scenes journal entry for transactions is now included. This course is a continuation of topics following ?Get Started with QuickBooks 2021 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 2021. This course covers features that are in QuickBooks Pro and Premier 2021. 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 Quick Reports 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 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 Additional course details: Nexus Humans Keep Going With QuickBooks 2021 for Windows training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Keep Going With QuickBooks 2021 for Windows course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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 2021 for Windows? and ?Keep Going with QuickBooks 2021 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 2021. 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 Additional course details: Nexus Humans Get Smart With QuickBooks 2021 for Windows training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Get Smart With QuickBooks 2021 for Windows course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

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

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

Standard or Custom Excel courses at Introduction, Intermediate, Advanced and Super User level. Click on the link below for full details: Excel 365 courses