2017 Workshops Calendar from July to December

This 1 day course is suited to those new or fairly new to Xero.  Topics covered in this course:

Using Xero day to day

• Uploading files / source documents into Xero **
• Branding invoices **
• Sales **
• Purchases / Expenses **
• Inventory
• Locations
• Batch Payments and Deposits
• Bank reconciliation **
• Profit and Loss Report

This half day course dives deep into Xero Payroll.  Topics covered in this course:

• Setting up payroll
• The Settings and dynamics of Payroll
• Timesheets **
• Employee Portal **
• Processing Payroll **
• Reports
• End of year Payroll processing

This 2 hour course is suited to those who have been using Xero for a while and is good to see what is new, what they maybe didn’t know about the program, and basically how to get more out of it.

• Topics covered in this course:
• Budgets
• Reports
• Customising reports and templates
• Ideas on ways to improve and streamline parts of your business
• End of period Processing
• The Add-on Marketplace

This half day course covers the basic set up steps and how to start using Xero’s Practice Manager.  Topics covered in this course:

• Set up
• Tasks
• Jobs
• Clients
• Staff Scheduling
• Time Billing

This 1 day course is suited to those new or fairly new to QBO Intuit.  Topics covered in this course:

• Using QBO day to day
• Uploading source documents into QBO **
• Branding Invoices **
• Sales **
• Purchases / Expenses **
• Locations / Classes
• Batch Payments and Deposits
• Bank Reconciliation **

These 2 hour workshops are perfect for those busy business owners who can’t escape during the day.  The workshops are designed around selected topics ** and Q&A on the following:  Sessions run from 5.30pm-7.30pm.

Xero day to day:           2nd Tuesday of each month

Xero Payroll:                 3rd Tuesday of each month

QBO day to day:           4th Tuesday of each month

** these are the topics covered in the after 5 workshops

Calendar of Upcoming Courses. Our courses are held at Trainwest in Belmont.

Introduction & Xero Daily            Wednesday 12th July, Friday 4th August, Monday 28th August

Introduction & Xero Daily             Friday 4th August

Xero Payroll – 9am-12.30pm       On Demand. Contact our office for dates.

Quickbooks – 9am – 4pm             On Demand. Contact our office for dates.

Certificate IV in Financial Services (Bookkeeping) completed using Xero $2500.00

 Available now online 

First classroom course commencing Monday 24th July.

Register here: – https://mastersit.com.au/vidatek/wp/enrol/form/1987/trainwest

All of our workshops are run by Denise Twigger who is a qualified Trainer, qualified Bookkeeper, Registered BAS Agent, Xero Gold Certified Advisor, QBO Advanced Pro Advisor and proud owner of Bas’s & Balances Bookkeeping Services in Kalamunda.

 Bookings contact: 9293 3660 or email: admin@basandbalances.com.au