Remote Quickbooks training From the boardrooms of the city to the far flung parts of the Scottish Isles
Prior to the first lockdown our Quickbooks training was restricted to the places we could visit in a day or occasionally overnight, that meant London and South East England and of course we did, all the home counties to the city and west end of London - smart boardrooms to garden sheds Accountants and Architects to builders and dog walkers we have visited them all.
With lock down the world opened up to us with remote training. We altered our Quickbooks training to still be one to one bespoke but on a remote basis which meant we can now train anyone anywhere. A recent satisfied customer runs a small village shop on the shores of Lock Ewe , far far away on the shores of North East Scotland. Michelle had previously used the desktop version of Quickbooks but wanted help transitioning to the online version. We have supported her in her training on the Quickbooks online to ensure she is able to produce her accounts accurately going forward.
I required training to transition from QB desktop to QB online, Martyn provided bespoke personalised training which was delivered to me with professionalism, patience, and fantastic knowledge as there are many nuances to the new QB Online version. I see it as an invaluable investment in my understanding of QB"
A visit to a large Dental practice in Hertfordshire to advise and train on the best way to set up Quickbooks 2012 and link in with Barclays Bank in order to download bank statement information directly into Quickbooks. Even though the option on Barclays says Clearly Business/Quickbooks 2005 - this is the correct option and does work with Quickbooks 2012.
I'm still not sure whether this facility saves any time, as if the names on the bank statements dont match with the names on Quickbooks then you have to "teach" Quickbooks where the entries go. If you deal with the same customers and suppliers month in, month out - it should save you time once set up for the first time . If your Customers and Suppliers are more transient then probably easier just to enter them manually directly into Quickbooks.
Incidentally Barclays Bank is the only UK Bank that works with Quickbooks, despite Quickbooks program and help and web site saying HSBC Bank works with Online Banking within Quickbooks. IT DOES NOT. Neither does Lloyds Bank, Nat West, or RBS or any other UK Bank. Only Barclays works for Online banking with Quickbooks.
Come on Intuit... thats a rubbish state of affairs isnt it!
I'm a Accountant that has dealt with many SME's ( Small and Medium sized Enterprises) over the years, in all aspects of Accounting, Business advice etc.