Practical bookkeeping tutorials for GP practices

Our medical team have launched a new series of practical bookkeeping videos, designed to help GP practice teams  identify efficiencies in their chosen software and maximise the productivity of the tools available, whether in Xero or QuickBooks.

Across seven short tutorials, Chi Nim Hui, Rebecca Ledbury and Rachel Miller provide step-by-step guidance on creating bank rules, preparing and creating credit notes, posting GMS and PMS statements and running profit and loss reports.

Each video guides the viewer through the task within the software, providing a useful point of reference for those responsible for practice bookkeeping and helping them keep records clear and transactions correctly categorised.

Whether you’re getting to grips with a task for the first time or simply need a refresher, the series offers practical guidance that you can refer back to when you need it.

All seven videos are now available to watch on our YouTube channel.