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Country
AU.
Learning type
Online learning.
Category
Small business.

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1 Getting started

Add your bank feeds

Set up bank feeds to keep your product updated with data directly from your bank.
Online learning
Duration (mins): 10
FREE
Country: ANZ
Add your bank feeds
1 Getting started

Add your bank feeds

Apply for new bank feeds for all your bank accounts and credit cards
Online learning
Duration (mins): 10
FREE
Country: ANZ
Add your bank feeds
1 Getting started

Add your bank feeds

Apply for new bank feeds for all your bank accounts and credit cards
Online learning
Duration (mins): 10
FREE
Country: ANZ
Add your bank feeds
2 Day-to-day

Adjustment notes

Something's happened and you need to credit the customer. No probs!
Online learning
Duration (mins): 15
FREE
Country: ANZ
Adjustment notes
2 Day-to-day

Bank reconciliations

Not using bank feeds? Then let's look at how to reconcile the manual way
Online learning
Duration (mins): 15
FREE
Country: ANZ
Bank reconciliations
2 Day-to-day

Banking rules - Bank feeds

Doing the same thing again and again? Create a rule to look after it.
Online learning
Duration (mins): 10
FREE
Country: ANZ
Banking rules - Bank feeds
2 Day-to-day

Banking rules - Bank feeds

Doing the same thing again and again? Create a rule to look after it
Online learning
Duration (mins): 10
FREE
Country: ANZ
Banking rules - Bank feeds
1 Getting started

Business and GST details

Let's start by looking at how to set up your business and GST details.
Online learning
Duration (mins): 10
FREE
Country: ANZ
Business and GST details
2 Day-to-day

Create a bill

Upload bills securely to your In Tray and keep track of your purchases.
Online learning
Duration (mins): 15
FREE
Country: ANZ
Create a bill
2 Day-to-day

Create a bill

Upload bills securely to your In tray and keep track of your purchases
Online learning
Duration (mins): 15
FREE
Country: ANZ
Create a bill
2 Day-to-day

Create an invoice

You've made the sale... nice work! It's now time to shoot out that invoice.
Online learning
Duration (mins): 15
FREE
Country: ANZ
Create an invoice
2 Day-to-day

Create an invoice

Making a sale? Nice work! It's time to send out a quote, order or invoice
Online learning
Duration (mins): 15
FREE
Country: ANZ
Create an invoice
2 Day-to-day

Create an invoice

You've made the sale... nice work! It's now time to shoot out that invoice
Online learning
Duration (mins): 15
FREE
Country: ANZ
Create an invoice
1 Getting started

Create an online file

Create your online file and enter information about your business
Online learning
Duration (mins): 10
FREE
Country: ANZ
Create an online file
1 Getting started

Create contacts

Keep your customer and supplier contacts up-to-date to make life easier.
Online learning
Duration (mins): 10
FREE
Country: AU
Create contacts
1 Getting started

Create contacts

Keep your customer and supplier contacts up-to-date to make life easier
Online learning
Duration (mins): 10
FREE
Country: ANZ
Create contacts
1 Getting started

Create contacts

Keep your customer and supplier contacts up-to-date to make life easier
Online learning
Duration (mins): 10
FREE
Country: ANZ
Create contacts
1 Getting started

Create items

Create items for your products and services to speed up data entry.
Online learning
Duration (mins): 10
FREE
Country: AU
Create items
1 Getting started

Create items

Create items for your products and services to speed up data entry
Online learning
Duration (mins): 10
FREE
Country: ANZ
Create items
1 Getting started

Dashboard and business details

Get familiar with the dashboard and look at how to set up your business details.
Online learning
Duration (mins): 10
FREE
Country: ANZ
Dashboard and business details