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.

Serial author and entrepreneur

Lisa Newton

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.

Course curriculum

  • 1

    New Chapter

    • kf1 - Intro to the course and tutor

    • Downloadable course materials

    • Downloadable course materials

    • kf2 - Get free trial

    • kf3 - Set up company files

    • kf4 - Enable journals

    • kf5 - Enter opening balances

    • kf6 - Opening trial balance

    • kf7 - Opening accrual and prepayments

    • kf8 - Opening accrual and prepayments journal posting now accounts set up

    • kf9 - Reverse opening accrual and prepayments report

    • kf10 - Amend the nominal ledger

    • kf11 - Chart of Accounts report

    • kf12 - Add new customer details

    • kf13 - Customer info report

    • kf14 - Add new supplier details

    • kf15 - Supplier info report

    • kf16 - Post customer invoices

    • kf17 - Post credit notes

    • kf18 - Report customer account activity

    • kf19 - Aged debtors info

    • kf19 - Post supplier invoices

    • kf20 - Enter supplier credit notes

    • kf21 - Report supplier account activity

    • kf22 - Aged creditors info

    • kf23 - Enter supplier cheques

    • kf24 - Report on supplier payments

    • kf25 - Enter customer receipts

    • kf26 - Customer receipts report

    • kf27 - Post petty cash - opening cheques

    • kf28 - Petty cash topped up 350 report

    • kf29 - Post cash payments into ledger

    • kf29 - Post cash payments into ledger once nominal codes set up - part 2

    • kf30 - Report of petty cash payments

    • kf31 - Sundry payments - task 9

    • kf32 - Sundry payments report

    • kf33 - Prepare VAT return

    • kf34 - Submit VAT return

    • kf35 - Reconcile the bank

    • kf36 - Reconcile the bank report

    • kf37 - Post wages journal

    • kf38 - Post wages journal REPORT

    • kf39 - Adjustments to the accounts

    • kf40 - Adjustments to the accounts report

    • kf41 - Profit and loss account report

    • kf42 - Balance sheet report

    • kf43 - Trial balance report

    • Download the answers

    • kf44 - Next steps - courses you can do