Complete KashFlow (IRIS) Accounting Cloud Software Course

Master KashFlow Online Accounting And Bookkeeping Software

4.25 (2 reviews)
Other Finance & Economic
Complete KashFlow (IRIS) Accounting Cloud Software Course
1.5 hours
Feb 2022
last update
regular price

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


Welcome to Complete KashFlow Online Accounting and Bookkeeping course

I am Maria, creator, and teacher of the  KashFlow Online course, as well as Xero, QuickBooks Online, and Sage One online.

Why study KashFlow?

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

KashFlow IRIS 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, and 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 an explanation of what each section means, later we go through more in detail through each of those;

  • Contact and how to add the types of contacts;

  • How to set up fixed assets, inventory, and 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

About me:

At present, I work as a Tax Specialist for an international British-Swiss commodity trading company.  For over 10 years I ran my accounting practice in  London, starting as a sole bookkeeper and qualifying as ACCA in the UK.

I have learned a lot throughout my career, so I have decided to share my knowledge through the bookkeeping online courses in Xero, Quickbooks, Sage, and WorkflowMax I have put together as online courses. I am a qualified advisor for Xero, QuickBooks, and Sage.

I hope to see you at my course and send me a message with any questions!

Check out my social channels. I post weekly videos on YouTube at LearnbookeepingUK about solving tech and other issues on Xero and QuickBooks. Plus I share a lot of advice.

My Credentials:

Xero Advisor and partner;

Quickbooks Advisor;

Association of Chartered Certified Accountants - member (UK);

ACCA Ambassador since 2022;

Masters in Finance and Accounting, University of Westminster, UKMasters in Business Administration, University of Lincoln, UK


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



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