Accounting I: A comprehensive introduction

Your accounting – set up correctly from the start!

Proper accounting is the foundation of every successful business. But many questions arise, especially at the beginning: What does double-entry accounting mean? Am I liable for VAT? And how do I set all this up correctly in bexio? Mistakes in the initial phase can lead to complex corrections and unnecessary costs later on.

What you will learn:

• Understanding the theoretical basics: We explain the principles of proper accounting, the logic of debit and credit and the most important aspects of VAT clearly and understandably.
• Setting up bexio from A to Z: We guide you live through the eight-step setup wizard, from the chart of accounts to VAT settings and the bank connection.
• Posting your first business transactions securely: You create your first customer invoice, enter a supplier invoice and learn how automatic bank reconciliation works.
• Recognising relationships: We show you, directly in bexio, how your postings affect the balance sheet, income statement and journal.

Your benefits at a glance:

• Reliability from the start: Avoid typical setup errors and create a solid basis for your finances.
• Practical knowledge: Link the necessary theory directly with practical application in your bexio account.
• Increase efficiency: After the course, you will be able to carry out your daily postings independently and correctly.

Invest 3 hours in your knowledge now and lay the foundation for stress-free and professional accounting.

No prior knowledge of accounting is required for this course. It is aimed at people setting up businesses, the self-employed and SME employees who want to set up their accounting in bexio from scratch and understand the basic logic behind it.

Many SMEs shy away from the subject of accounting. Complex terminology, legal requirements and the fear of doing something wrong create uncertainty. This course alleviates these concerns and shows you that clean accounting isn't rocket science.

We start with the necessary theoretical tools: why is double-entry accounting important for your company? What principles do you have to observe, and what is VAT all about? These basics will help you not only to operate the automated processes in bexio, but also to understand them.

In the practical part, we directly implement what we have learned. We go through the setup wizard together and configure all important system settings – from the chart of accounts to the bank connection. We then post the first typical business transactions: you create a customer invoice, enter an expense via the inbox and experience first-hand how bank reconciliation makes your work much easier.

• Theory: Why accounting? Principles, double-entry accounting & VAT
• Practice Part 1: Overview of system settings in bexio
• Practice Part 2: The Setup Wizard in 8 steps
• Practice Part 3: First business transactions (customer invoice, supplier invoice)
• Practice Part 4: Automatic bank reconciliation
• Impact on the balance sheet, income statement & journal
• Q&A & tips

What to expect from your course:

• Format: Online group course via Zoom
• Location: From the comfort of your home or office
• Requirements: Computer or laptop with a stable Internet connection and speakers/headphones
• Interaction: You can ask questions directly in the chat
• Recording: A recording of the course will be sent by email after the course has finished