Mastering KashFlow and streamlining the bookkeeping tasks.

What you will learn

You will learn how to enable the KashFlow features hidden within navigation panel

You will learn how to perform bookkeeping tasks on KashFlow

You will learn how to set up and run projects

You will learn how to automate tasks on KashFlow


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:

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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.



How to register for Demo version


Getting Started

Settings account overview
Settings Lists
Settings – configuration
Setting your account on KashFlow

Setting up our business

Adding a customer contact
Adding a supplier contact
Fixed Assets

Business sales

How to create a sales quote
How to create a sales invoice
How to create a repeating sales invoice
Create a credit note

Business purchases

How to create a purchase order
How to convert purchase order into purchase invoice
How to create purchase invoice
How to create a repeating purchase invoice
How to create a batch payment
Add an expense
Create a mileage expense

Business bank

Adding a business bank
Import bank transactions manually


Manual journals

Managing projects

Create a project

Dealing with taxes and reporting

Access self-assessment and VAT reports
Access business reporting