Clear Books is an online accounting software designed for UK based small businesses, contractors, freelancers, and sole traders. Clear Books also allows you to run payroll and manage employees from their software. It’s time to take control of your business.
About Clear Books tutorial
It was interesting to make Clear Books tutorial as in this Tutorial I was using a concept of having my own Jewellery making and selling business (like one in the real world if I would have💡👑).
Tutorial Summary
In this tutorial I am covering:
-) Intro, Registration process
-) Settings & amend COA (Chart of Accounts)
-) Adding Cash Account & Bank Accounts and recording Opening Balances
-) Adding new Contacts
-) Manage Stock&Product list and Record Fixed Assets
-) Issue Purchase Orders (PO) and convert PO to Bill (supplier invoice)
-) Setting up Recurring Supplier Invoices (or Expenses)
-) Record Bills (one by one or in bulk) and record supplier issued Credit Notes
-) Record Expenses (standard employee expenses and mileage claim expenses)
-) Issue Quotes 01:35:04 Convert Quotes to Sales Invoices and access Delivery Notes
-) Set up Recurring Sales Invoices
-) Issue Sales Invoices (one by one or in bulk) and issue Credit Notes
-) Upload Bank Statements & reconcile Bank Accounts
-) How to record Share Capital funding
-) Petty Cash reconciliation
-) Post Journals, record Depreciation and send Customer Statements
-) Reports (incl. Management Report)
More info
You can check this software here – https://www.clearbooks.co.uk
If you have any questions or need further advice, feel free to reach out to me via email: ritakrekovska@gmail.com
By Rita Krekovska ACMA, CGMA
Rita is Chartered Management Accountant and online influencer known as Digital Accountant.
