37 Banking courses delivered Live Online

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 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.

SAGE LINE 50 ACCOUNTING / BOOKKEEPING TRAINING - FAST TRACK If you're looking to gain competency in the world's most popular bookkeeping software, the Sage 50 Computerised Accounting course will teach everything you need to know, while helping you gain a recognised qualification. This Course is designed to provide individuals from beginner to advanced knowledge of bookkeeping and Sage 50 accounts. It is intended for individuals who aim to improve career prospects and to be able to better financial management and control of business. This course covers Level 1-3 of Sage 50 Bookkeeping/Accounting Training. Every business, no matter how large or small, is required by law to 'keep books'. Therefore, Bookkeepers play a vital role within organisations; ensuring records of individual financial transactions are accurate, orderly, up to date and comprehensive. If you are organised and methodical, like working through documents and enjoy seeing a set of figures add up properly, then bookkeeping is the career for you. WHAT QUALIFICATION WILL I GAIN? You have the choice to gain certification from one of the following awarding bodies. CERTIFICATION FROM SAGE (UK) As Osborne Training is a Sage (UK) Approved training provider, you could gain the following qualifications provided that you book and register for exams and pass the exams successfully: * Sage 50c Computerised Accounting Course (Level 1) * Sage 50c Computerised Accounting Course (Level 2) * Sage 50c Computerised Accounting Course (Level 3) LEVEL 1 * Working with Sage 50 Accounts Program Basics. * Creating Account names, Numbers & Bank Payments * Financials * Bank Reconciliations * Generating Customers Invoices * Monitoring Customer Activity * Generating Product Invoices & Credit Notes * Compiling & Sending Customer Statements * Creating Customer Receipts & Purchase Invoices * Supplier Payments * Managing Recurring Entries * Generating Reports & Information * The Active Set-Up Wizard * VAT Changes. LEVEL 2 * An overview of the Sage program * Entering opening balances, preparing and printing a trial balance * Creating customer records * Creating supplier records * Setting up opening assets, liabilities and capital balances, * Producing routine reports * Checking data, * Entering supplier invoices * Posting error corrections, amending records * Invoicing, generating customer letters, entering new products, checking communication history * Banking and payments, producing statements, petty cash * Audit trails, correcting basic entry errors, reconciling debtors and creditors * Creating sales credit notes, * Processing purchase credit notes * Preparing journals * Verifying Audit Trail * Purchase orders, processing sales orders * Processing Trial Balance * Creating Backups * Restoring data * Writing-off bad debts LEVEL 3 * Creating a Chart of Accounts to Suit Company Requirements * Sole Trader Accounts preparation * The Trial Balance preparation * Errors in the Trial Balance * Disputed Items * Use of the Journal * Prepare and Process Month End Routine * Contra Entries * The Government Gateway and VAT Returns * Bad Debts and Provision for Doubtful Debts * Prepare and Produce Final Accounts * Management Information Reports * Making Decisions with Reports Using Sage * The Fixed Asset Register and Depreciation * Accruals and Prepayments * Cash Flow and Forecast Reports * Advanced Credit Control

TOTAL SAGE TRAINING (SAGE 50 ACCOUNTS + SAGE PAYROLL TRAINING) Want to open the door to working in Finance and Accountancy Industry? Starting our Total Sage Training courses will enhance your career potentials and give you the skills and knowledge you need to get started in Finance and Accountancy Industry. Total Sage Training courses are combined with Sage 50 Accounts and Sage Payroll Training. You will receive a CPD Completion Certificate from Osborne Training once you finish the course. You also have an Option to attain Certificate from SAGE(UK) subject to passing the exams. WHAT QUALIFICATION WILL I GAIN FOR SAGE TRAINING COURSES? CERTIFICATION FROM SAGE (UK) As Osborne Training is a Sage (UK) Approved training provider, you could gain the following qualifications provided that you book and register for exams and pass the exams successfully: * Sage 50c Computerised Accounting Course (Level 1) * Sage 50c Computerised Accounting Course (Level 2) * Sage 50c Computerised Accounting Course (Level 3) * Sage 50c Computerised Payroll Course (Level 1) * Sage 50c Computerised Payroll Course (Level 2) * Sage 50c Computerised Payroll Course (Level 3) LEVEL 1 * Working with Sage 50 Accounts Program Basics. * Creating Account names, Numbers & Bank Payments * Financials * Bank Reconciliations * Generating Customers Invoices * Monitoring Customer Activity * Generating Product Invoices & Credit Notes * Compiling & Sending Customer Statements * Creating Customer Receipts & Purchase Invoices * Supplier Payments * Managing Recurring Entries * Generating Reports & Information * The Active Set-Up Wizard * VAT Changes. LEVEL 2 * An overview of the Sage program * Entering opening balances, preparing and printing a trial balance * Creating customer records * Creating supplier records * Setting up opening assets, liabilities and capital balances, * Producing routine reports * Checking data, * Entering supplier invoices * Posting error corrections, amending records * Invoicing, generating customer letters, entering new products, checking communication history * Banking and payments, producing statements, petty cash * Audit trails, correcting basic entry errors, reconciling debtors and creditors * Creating sales credit notes, * Processing purchase credit notes * Preparing journals * Verifying Audit Trail * Purchase orders, processing sales orders * Processing Trial Balance * Creating Backups * Restoring data * Writing-off bad debts LEVEL 3 * Creating a Chart of Accounts to Suit Company Requirements * Sole Trader Accounts preparation * The Trial Balance preparation * Errors in the Trial Balance * Disputed Items * Use of the Journal * Prepare and Process Month End Routine * Contra Entries * The Government Gateway and VAT Returns * Bad Debts and Provision for Doubtful Debts * Prepare and Produce Final Accounts * Management Information Reports * Making Decisions with Reports Using Sage * The Fixed Asset Register and Depreciation * Accruals and Prepayments * Cash Flow and Forecast Reports * Advanced Credit Control

The 12 day live training course for BCS International Diploma in Business Analysis will help build your career as a business analyst, business architect, data analyst, enterprise analyst, management consultant...

Develop the commercial awareness, financial knowledge and strategic thinking capabilities, to influence the direction of the business -------------------------------------------------------------------------------- COURSE OVERVIEW Duration: 2 days (13 hours) This course is aimed at managers who want to develop their commercial awareness, financial knowledge and strategic thinking capabilities, so that they can influence the direction of their business and deliver to their full potential. Day one of the course provides the skills and insights to make sense of your company’s financial position and performance. Day two helps delegates to consider the strategic thinking tools required to plot the forward course needed to maximise the potential of the business. As well as looking at how to make effective business decisions, this course gives a good grounding in finance and profitability. As a two day programme, day one provides the skills and insights to make sense of the company’s financial position and performance. Day two then considers the strategic thinking tools needed to plot the forward course needed to maximise the potential of the business. OBJECTIVES By the end of the course you will be able to: * An understanding of the balance sheet, profit and loss account, cash flow and statutory and management accounts * Learnt to correctly employment key financial ratios to analyse your business * A practical definition of strategy * analysis tools to examine the current environment and capabilities * Steps to devise a mission and vision statement * Recognition of the skills and resources needed to achieve the vision * Generation of appropriate strategic and tactical commercial objectives CONTENT WHAT IS STRATEGY  * Defining Strategy * Strategic thinking * Strategic models * Commercial thinking – what is money? WHERE ARE WE NOW  * STEEPLE analysis * SWOT Analysis * P&E forces at work * Political distortions in capitalist markets WHERE ARE WE TRYING TO GET TO * Setting the mission and vision * Creating a BHAG * Strategies for deflation and inflation THE ROLE OF BANKS * Commercial and investment banking * Fractional reserving * Securitisation HOW TO GET THERE  * Skill gap analysis * Business Process Re engineering * The role of creativity HOW TO GET THERE  * Getting the team on board * Individual and team motivation * The power of the brand OVERCOMING CHALLENGES  * Debt and deleveraging * Change management CREATING VALUE  * Discounted Cash Flows * Building the business case * Asset Valuation techniques MAKING IT HAPPEN  * Turning Strategic Thinking into Strategic Plans * Scenario planning for an uncertain future * Creating commitments and lock in DISCUSSION AND REVIEW  * Time will be set aside during the course for review sessions with time for questions, answers and action learning.

This module will cover the importance of cashflow and sound business planning; types of trade finance, government backed preferential interest loans bank overdrafts; bank loans & bank factoring facilities; bank Customer Foreign Currency CFC accounts, Eurocurrency accounts and other private sector loan facilities.