Training for QuickBooks

Learn It on Your Own Business

Generic tutorials teach buttons. Good training teaches what each entry does to your books. We work from your own company file, with your customers, vendors and bank accounts, so what you learn applies the next morning.

Who it is for

• Owners who want to understand their numbers and not rely solely on someone else.
• Office managers or bookkeepers who enter the day-to-day transactions.
• New hires who are taking over an existing QuickBooks file.

Topics we can cover

• Recording sales, bills and payments the right way.
• Handling deposits, transfers and credit card activity.
• Reconciling bank and credit card accounts each month.
• Using the chart of accounts and classifying expenses consistently.
• Reading the profit and loss statement and balance sheet.
• Common mistakes and how to correct them safely.
• What to prepare for your accountant at month end and year end.

Tailored to your pace

Sessions can be short and focused on one task or broader, depending on what you need. We will ask about your business first so we spend time on what matters to you and skip what does not. Training applies to both QuickBooks Online and Desktop.

Why Learn from a CPA

Someone who prepares financial statements and tax returns every day knows what happens downstream when an entry is made incorrectly. We explain not only how to do something but why it matters, which tends to make good habits stick.

If you are not sure where your file stands, a tune-up can come first. For occasional questions, see answers to QuickBooks questions, or go back to all QuickBooks services.

Follow-up support

After a session, questions come up once you start working on your own. We are happy to hear them and help you keep going with confidence.

QuickBooks is a registered trademark of Intuit Inc.