QuickBooks Training
- 1Day
- 20
- Advanced
About the course
ACCOTAX Hive Ltd offers premium QuickBooks training, thoughtfully crafted by QuickBooks Certified UK Advisors with over 15 years of hands-on experience in the British accounting landscape.
Delve into real-world bookkeeping scenarios and master the full range of QuickBooks Online UK’s powerful features.
Earn certification that reflects your professional capabilities in digital, HMRC-compliant bookkeeping and tax management.
Overview
QuickBooks with ACCOTAX HIVE
Embark on a structured and practical learning journey to master QuickBooks Online UK, from company setup to cash flow forecasting, VAT, CIS, payroll, and financial reporting. Our expert-led programme blends hands-on training with genuine UK business examples to ensure you’re fully equipped to handle real-world challenges in SME accounting.
Each module is aligned with UK compliance standards, Making Tax Digital, and industry best practices, enabling you to become confident and efficient in managing your business finances digitally.
Focus Areas
Focus Area 1 – Company Setup & Configuration
Set up your company profile with correct VAT details, start-of-year settings, and access permissions aligned with UK tax compliance.
Focus Area 2 – Customising Your Chart of Accounts
Tailor your chart of accounts to reflect income, direct costs, overheads, and industry-specific categories for reporting clarity.
Focus Area 3 – Adding & Managing Customers & Suppliers
Add UK-based customers and suppliers, configure contact details, VAT numbers, and manage payment terms and histories.
Focus Area 4 – Creating & Sending Sales Invoices
Build and email branded sales invoices with automated due dates, VAT calculations, and payment tracking.
Focus Area 5 – Entering Bills & Supplier Expenses
Capture bills, receipts, and ongoing supplier expenses. Attach digital documents and automate repeat entries.
Focus Area 6 – Connecting & Managing Bank Feeds
Link your UK business bank accounts, create bank rules, and sync transactions in real-time for daily bookkeeping ease.
Focus Area 7 – Performing Bank Reconciliation
Reconcile your bank balances monthly against bank statements, using built-in alerts to spot discrepancies.
Focus Area 8 – VAT Configuration & Transactions
Set up Standard, Flat Rate, or Cash VAT schemes and ensure correct application of VAT codes across income and expenses.
Focus Area 9 – Submitting MTD-Compliant VAT Returns
Generate, review, and submit VAT returns directly to HMRC, with downloadable PDF and Excel summaries.
Focus Area 10 – Enabling & Managing CIS for Contractors
Turn on the Construction Industry Scheme (CIS) module to track subcontractor deductions and material cost separation.
Focus Area 11 – Submitting CIS Returns & Statements
Submit monthly CIS returns to HMRC and generate subcontractor deduction/payment statements for recordkeeping.
Focus Area 12 – Payroll Setup & RTI Submission
Configure employee data, generate payslips, and submit Real-Time Information (RTI) to HMRC using QuickBooks Payroll.
Focus Area 13 – Cash Flow Planner & Forecasting
Use the 90-day Cash Flow Planner to forecast income, bills, and manage your business liquidity with confidence.
Focus Area 14 – Recurring Transactions & Journals
Automate repeating invoices, bills, and journals to reduce manual entry and maintain consistency.
Focus Area 15 – Project Tracking & Job Costing
Monitor profitability per project, track billable time and expenses, and analyse job-level performance.
Focus Area 16 – Budgeting & Forecast Comparison
Develop annual budgets, compare actuals to forecasts, and use insights to guide smarter business decisions.
Focus Area 17 – Reports & Financial Insights
Generate, export, and interpret key reports including VAT Returns, CIS Reports, Profit & Loss, Balance Sheet, Trial Balance, General Ledger, Aged Debtors/Creditors, and Cash Flow Forecasts.
Focus Area 18 – App Integrations & Workflow Automation
Connect QuickBooks to apps like Dext, PayPal, or Shopify to automate expense entry, sales, and reporting tasks.
Focus Area 19 – Digital Recordkeeping & Audit Trails
Attach receipts and invoices to transactions, store HMRC-compliant records, and track user actions via audit logs.
Focus Area 20 – Final Review & Certification Prep
Recap your learning, apply real-case examples, and prepare for certification with support from our QuickBooks advisors.
Ready to master QuickBooks for your UK business? Book your training with ACCOTAX HIVE today and gain the confidence to manage every aspect of your business finances — from VAT to CIS, payroll to cash flow — all in line with HMRC requirements.
Why Choose Accotax Hive?
- Expert-Led Training by Seasoned Chartered Accountants - Benefit from 15+ years of real industry expertise.
- Hands-On, Practical Training for Job Readiness - Master accounting tasks through real-world scenarios.
- Cutting-Edge AI Tools Enhance Learning Experience - Learn smarter with integrated AI technology support.
- Real Work Placements to Build Experience - Gain invaluable face-to-face practical industry exposure.
- Tailored Career Pathways for Professional Growth - Progress from bookkeeping to senior finance roles.
- Comprehensive UK-Focused Accounting Curriculum -Training aligned with UK standards and compliance.
- Supportive Learning Environment with Expert Guidance - Receive personalised mentorship throughout your journey.
