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Switching to FreeAgent Bookkeeping Software

Finance & Accounting

Rating4
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Switching to FreeAgent Bookkeeping Software, available at $19.99, has an average rating of 4, with 32 lectures, based on 1 reviews, and has 8 subscribers.

You will learn about How to switch from Quickbooks Desktop (or any accounting software) to move to Freeagent accounting software Understand the transition from QuickBooks Desktop to FreeAgent and how to work efficiently with FreeAgent Learn how to check opening balances and set up new accounts in FreeAgent, ensuring that your data is accurate and up-to-date. Discover how to use FreeAgent to produce month-end reports, including profit and loss statements and balance sheets Learn how to access the software for free if you have a business bank with Natwest, RBS, or Mettle, and how to take advantage of the cloud-based system to stre This course is ideal for individuals who are Individuals and small business owners who want to switch from QuickBooks Desktop to FreeAgent bookkeeping software and want to learn how to use it efficiently for their bookkeeping needs or Those who are new to FreeAgent and want to learn how to set up their accounts and produce reports It is particularly useful for Individuals and small business owners who want to switch from QuickBooks Desktop to FreeAgent bookkeeping software and want to learn how to use it efficiently for their bookkeeping needs or Those who are new to FreeAgent and want to learn how to set up their accounts and produce reports.

Enroll now: Switching to FreeAgent Bookkeeping Software

Summary

Title: Switching to FreeAgent Bookkeeping Software

Price: $19.99

Average Rating: 4

Number of Lectures: 32

Number of Published Lectures: 32

Number of Curriculum Items: 32

Number of Published Curriculum Objects: 32

Original Price: £69.99

Quality Status: approved

Status: Live

What You Will Learn

  • How to switch from Quickbooks Desktop (or any accounting software) to move to Freeagent accounting software
  • Understand the transition from QuickBooks Desktop to FreeAgent and how to work efficiently with FreeAgent
  • Learn how to check opening balances and set up new accounts in FreeAgent, ensuring that your data is accurate and up-to-date.
  • Discover how to use FreeAgent to produce month-end reports, including profit and loss statements and balance sheets
  • Learn how to access the software for free if you have a business bank with Natwest, RBS, or Mettle, and how to take advantage of the cloud-based system to stre

Who Should Attend

  • Individuals and small business owners who want to switch from QuickBooks Desktop to FreeAgent bookkeeping software and want to learn how to use it efficiently for their bookkeeping needs
  • Those who are new to FreeAgent and want to learn how to set up their accounts and produce reports

Target Audiences

  • Individuals and small business owners who want to switch from QuickBooks Desktop to FreeAgent bookkeeping software and want to learn how to use it efficiently for their bookkeeping needs
  • Those who are new to FreeAgent and want to learn how to set up their accounts and produce reports

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.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction to the course and your tutor

Chapter 2: Transfering the figures

Lecture 1: Get the Profit & Loss and Balance Sheet

Lecture 2: The settings tab

Lecture 3: Enter opening trial balance

Chapter 3: Backlog data entry

Lecture 1: Enter annual invoices

Lecture 2: Enter missing months – April and May 2019

Lecture 3: Pending bank transfer

Lecture 4: Allocate the bank feed transaction June 19 to March 20

Lecture 5: Invoices for 2020-21

Lecture 6: Reconcile to 18 July 2020

Chapter 4: Adjustments

Lecture 1: Reducing Equity Held

Lecture 2: Reconciling the bank to date – finish

Lecture 3: Profit and Loss to 31 March 2020

Lecture 4: Create Credit Note

Lecture 5: Prepayment and Accrual adjustment

Lecture 6: Reduce credit note

Chapter 5: VAT

Lecture 1: Filing VAT

Lecture 2: Filing VAT within Freeagent

Lecture 3: Filing VAT – final steps

Chapter 6: Confirmation Statement

Lecture 1: Confirmation statement 1 – check companies house

Lecture 2: Confirmation statement 2 – Log into Companies House

Chapter 7: HMRC Filing

Lecture 1: Reconnecting bank feed

Lecture 2: Print the PnL and Balance Sheet at 31 March 2020 – year end

Lecture 3: Log into HMRC

Lecture 4: Banks match pay VAT

Lecture 5: Log into HMRC and start Corporation Tax Return

Lecture 6: HMRC – filing with Companies House

Lecture 7: HMRC – filing with HMRC

Lecture 8: Email confirmation

Chapter 8: Other

Lecture 1: Receipt Capturing

Lecture 2: Choosing a software

Chapter 9: Conclusion

Lecture 1: Conclusion

Instructors

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Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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