byTrianzor

CloseDesk Academy · Free course

Learn CloseDesk, step by step

12 short videos in 4 modules, recorded in the real app. From signing in to signing off the close, reconciling and reporting. A quiz after each module, and a certificate when you finish.

Module 1

Getting started

Sign in, find your way, set up your companies and people, import from Excel, and organise teams and leave.

  1. 1Chapter 1: Sign in and find your waySign in, or create an account · My Workarea: what is due, and overdue · The menu and filters · 2 min
  2. 2Chapter 2: Set up companies, people and rolesCompany profile, fiscal year and registrations · Add a company and a person · Access levels and roles · 2 min
  3. 3Chapter 3: Import from ExcelDownload the template · Check every row before saving · Starting passwords, shown once · 1 min
  4. 4Chapter 4: Teams and the leave calendarLead, manager and staff · Plan leave · Due dates move, managers are told · 2 min

Module 2

Running the close

Create a close for one company or several, move tasks through prepare, review and approve, and reassign or close a task.

  1. 5Chapter 5: Create and run a closeNew close for several companies · Close days, WD1 and quarter ends · Blocked tasks and ad hoc work · 2 min
  2. 6Chapter 6: Prepare, review and approveStart, notes and attachments · Comments and @mentions · Review, approve and sign off · 2 min
  3. 7Chapter 7: Reassign or close a taskHand one task to someone else · Without changing Roles · Close a task, with a reason · 1 min

Module 3

Reconciliations

Back every balance sheet account with its open items, check tax and payroll against the returns and the register, and confirm balances with parties.

  1. 8Chapter 8: Balance sheet reconciliationTrial balance from Tally, Zoho or a file · Open items, ageing and backup · Reconciling items and review · 3 min
  2. 9Chapter 9: GST, TDS and payrollCheck against GSTR-3B, 2B, 26AS and challans · Payroll register against the books · Payments and due dates · 3 min
  3. 10Chapter 10: Balance confirmationsNew run: positive or blank · What the party sees · Match, explain or close as no response · 3 min

Module 4

Reporting and control

Follow everything still open, report across companies, and keep sign-ins and changes under control.

  1. 11Chapter 11: Pending and reportsEverything not yet signed off · Seven reports across companies · CSV for Excel · 1 min
  2. 12Chapter 12: Two-factor, security checks, audit logTurn on two-factor sign-in · Security checks and sign-in policy · The audit log · 2 min

Questions

Is it really free?

Yes. Enroll with your name and email, or with your CloseDesk account if you already have one. There is nothing to pay, now or later.

I already use CloseDesk. Do I sign up again?

No. Press Continue with your CloseDesk account, or open Training in the CloseDesk menu. You use the same sign-in, including Google, Microsoft and two-factor sign-in, and your progress is kept with your account.

How long does it take?

About 24 minutes of video in 12 chapters, plus a five-question quiz after each module. Go at your own pace: your progress is saved.

What do I get at the end?

A certificate of completion with your name and a number anyone can check on this page. Download it as a PDF or print it.

Do I need CloseDesk to follow along?

No. Every chapter is recorded in the real app with demo data. To try things yourself, open the live demo at demo.closedesk.in, which needs no sign-in.

I want to implement CloseDesk for clients.

Join the partner programme at closedesk.in/partners. Certified partners take a longer training and an exam.