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KashFlow (IRIS) accounting cloud software course

Mastering KashFlow and streamlining the bookkeeping tasks.

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In this course, you will learn all you need to know about bookkeeping tasks on KashFlow in bit-size videos.

I will also show how to set up a free account valid for 30 days, that can be used to practice in your own time.

The course contains the most up-to-date information on KashFlow (2022), a software that is owned by IRIS.

KashFlow IRIS is bookkeeping is a cloud-based, flexible system that simplifies bookkeeping for small businesses since 2005.

The goals for this course are:

1. Learn where to enable information in settings (especially for inventory, fixed assets, journals)

2. Learn how to automate certain default settings for streamlined bookkeeping.

Here are the topics covered:

  • Overview of navigation and explanation of how to use and where to find elements;

  • General settings with explanation what each section means, later we go through more in details through each of those;

  • Contact and how to add the types of contacts;

  • How to set up fixed assets, inventory, manual journals;

  • We try adding the  projects and then use the project label within sales and purchase invoices to see the financial report for the project we created;

  • You will learn step by step how to set up a sales quote, then create a sales invoice and raise a credit note;

  • We cover custom fields and many more additional features;

  • Learning how to add a purchase order, convert it into an invoice, or set up repeating invoices;

  • What tools can be helpful in self-assessment and VAT submissions.

Access to the course is unlimited and upon completion of the course, you receive a Udemy certificate.

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