Switching to FreeAgent Bookkeeping Software

所在平台: Udemy

课程主页: https://www.udemy.com/course/switching-to-freeagent-software/

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课程简介

**课程名称:** 转向 FreeAgent 簿记软件 **课程概述:** 本课程旨在帮助您顺利过渡到 FreeAgent 簿记软件。如果您正在从 QuickBooks Desktop 或其他会计软件迁移到 FreeAgent,并且您是簿记员、会计师或企业主,那么本课程将是您的理想选择。 课程讲师自 2011 年起便开始使用 FreeAgent,并且是该软件的簿记服务提供商合作伙伴。课程将循序渐进地指导您完成以下关键步骤: * **录入期初余额:** 确保您的旧系统数据与新系统中录入的期初余额准确匹配。 * **完成簿记工作:** 学习如何在 FreeAgent 中进行日常簿记操作。 * **申报增值税(VAT)退税:** 掌握如何使用 FreeAgent 准备和提交 VAT 退税。 * **导出财务数据:** 了解如何从系统中提取相关财务数据,用于年终 accounts 申报。 * **年终 accounts 申报:** 学习如何利用 FreeAgent 协助完成年终 accounts 的编制和申报。 **课程亮点:** 本课程的特色在于其极强的 **实用性**。您将学到: * 如何核对旧系统与新系统的期初余额,确保数据一致。 * 如何正确添加期初余额。 * 如何设置和个性化您的 FreeAgent 系统,包括修改会计科目表。 * 如何连接您的银行账户,并利用银行馈送功能。 * 如何添加客户和供应商信息。 * 如何在销售账簿中录入客户发票。 * 如何在采购账簿中录入供应商发票。 * 如何进行银行对账。 * 如何过账日记账分录。 * 如何生成月度财务报告。 **免费获取 FreeAgent:** 如果您使用 Natwest、RBS 或 Mettle(均属于 Natwest 集团)的商业银行账户,您将有机会 **免费** 使用 FreeAgent。 **无缝切换至云端:** 从桌面版软件迁移到云端系统从未如此便捷。FreeAgent 具备自动更新的优势,无需手动进行年度软件升级,系统始终保持最新状态。 **目标学员:** 无论您是从任何一款软件切换到 FreeAgent,本课程都将为您提供全面的指导。 **立即报名,开启您轻松无忧的 FreeAgent 迁移之旅!**

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课程详情

Introducing the practical course that will make your transition to FreeAgent software seamless. The Switching from Quickbooks Desktop to FreeAgent software course is designed for bookkeepers, accountants, and business owners who are moving from one accounts software to FreeAgent bookkeeping software. Our course tutor has been using Freeagent since 2011 and is a bookkeeping service provider partner of the software. You'll be guided through how to enter opening balances into the new system, how to get the bookkeeping is done, the VAT return is filed, the figures are taken off the system and the year-end accounts are filed. What sets our course apart is its practicality. You'll learn how to check your opening balances from the old system to make sure that they match, add opening balances, set up the system, amend the Chart of Accounts, connect the bank, do the bookkeeping, add new customer and supplier details, post customer invoices to the sales ledger, post supplier invoices to the purchase ledger, use the bank feed, prepare the VAT return, reconcile the bank, post journals, and produce month-end reports. You'll also be shown how you can access the software for free. If you have a business bank with Natwest, RBS or Mettle (all part of the Natwest Group) then you can access Freeagent for free. Moving from a desktop-based software to a cloud-based system has never been this convenient. No need for annual updates as the system is continuously updating itself in the background. This is the benefit of when you move to a cloud-based software. The course is ideal if you're switching from any software to FreeAgent. Enroll now and make your transition to FreeAgent seamless and hassle-free.

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