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Spanish Accounting

computer
Cross-cutting block

Hands-On Practice in Holded

Ten lessons on a training account: every student runs one autónomo and one limited company from company setup to the annual close.

schedule Hours≈25

Holded is not taught as a separate course — it runs as a cross-cutting block inside both stages. The work happens on a training account with demonstration data, where each student runs one autónomo and one limited company from initial setup through to the annual close. Whatever the module covers in theory is immediately repeated by hand in the software.

Lessons in this block

H1. Setup (module 0)

The interface, creating a company, the PGC chart of accounts, tax settings, document numbering series and access rights for the practice’s staff.

H2. Client invoicing (autónomo stage)

Contacts, issuing invoices and quotes, income tax withholding on an invoice, corrective invoices and sending documents to the client.

H3. Expenses (autónomo stage)

Working with the Inbox: uploading and automatically recognising receipts and supplier invoices, expense categories, and separating deductible from non-deductible costs.

H4. Banking (autónomo stage)

Connecting a bank account, bank reconciliation and setting up rules to match transactions against documents automatically.

H5. Tax returns (autónomo stage)

Generating Modelo 303, 130, 111, 115, 390 and 347 from the software, checking them and exporting them for filing with the tax agency.

H6. Company bookkeeping (company stage)

The journal, manual entries, depreciation charges and the operations that close one financial year and open the next.

H7. Payroll and team (company stage)

The Holded Team module: employees, payroll calculation, time tracking and processing payments.

H8. Operational accounting (company stage)

Stock, orders, projects and profitability analysis by line of business.

H9. Reports for the annual close (company stage)

Balance sheet, profit and loss account and trial balance; exporting the data needed for Modelo 200 and for preparing the annual accounts.

H10. E-invoicing and running a practice (both stages)

Verifactu inside Holded, electronic invoicing, multi-company mode for an accounting practice, and the API and integrations with outside services.

Alternative software

One lesson surveys the market: A3, Sage Despachos, Contasimple, Quipu and Anfix. The aim is not to master each package but to understand their strengths and be able to work with a client who already keeps their books somewhere else.