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QuickBooks One on One Training

Learn the Basics of Using QuickBooks - rates starting at $190.00*

ADVANTAGES OF ONE-ON-ONE TRAINING WITH US
  • Personal attention from QuickBooks Expert.
  • Hands-on QuickBooks training. 
  • Learn to use QuickBooks effectively and efficiently.
  • QuickBooks Training Guide included.
  • Ongoing QuickBooks Training Support 
  • Advanced Training Available.
  • Remote or Local Training Services.

What Should You Know about QuickBooks Training Classes

Our QuickBooks Training Classes are offered in 2 options:


Basic QuickBooks Training

Basic training classes are suited for individuals who never used or have limited knowledge of how to use QuickBooks accounting software program and want to learn the basics of tracking and managing expenses and income in the program.


Advance QuickBooks Training

Customized training classing are suited for individual who have experience using QuickBooks to managing their finances, but they want to learn the most accurate and efficient way to use QuickBooks.


In order for us to provide you with the best training option suited for your needs, I necessary for us to learn more about your unique needs.

Call us for your free consultation at  (914) 266-0354 to discuss our QuickBooks Training options or click here to arrange the best time to our QuickBooks Expert to give you a call back.

QuickBooks Individual Training Classes

BASIC QUICKBOOKS TRAINING

ADVANCED QUICKBOOKS TRAINING

GETTING STARTED

Tailoring company preferences

Navigating around QuickBooks Tasks

Using QuickBooks Menu Bar

Using Icon Bar


EVERYDAY TRANSACTIONS

Overview of using Chart of Accounts

Overview of using Item Lists

Creating & Managing Vendors Accounts

Creating & Managing Customer Accounts

Selling: 

Invoices, Sales Receipts, Customer Payments, Deposits & Credit/Refunds Memos

Buying:

Bills, Vendor Credits, Bill Payments, Credit Card Purchases

Void or delete transactions

Finding transactions

Backing up QuickBooks Data

Exiting QuickBooks


ANALYZING FINANCIAL DATA

Overview of Financial Statements

Creating custom invoices and other forms

Creating and Modifying Reports

MANAGING EMPLOYEES

Setup QuickBooks payroll account

Setup employees, payroll items

Process paychecks

Prepare tax forms


MANAGING BANK ACCOUNTS

Working with online banking 

Writing Manual Checks

Using Bank Account Registers

Transferring Funds Between Accounts

Reconciling Checking Accounts


PLANNING & BUDGETING

Creating a budgets with QuickBooks

Setting up Cash Flow Projections (desktop only)


MANAGING FINANCIAL REPORTS

Importing transactions and lists

Exporting lists and reports

Creating collections, reminders, and thank you letters in QuickBooks


SETTING UP INVENTORY (DESKTOP ONLY)

Entering Products into Inventory

Ordering Products

Receiving Inventory

Paying for Inventory


YEAR END CLOSINGS

Setting up 1099 contractors

Printing yearly 1099

Setup sales tax features

Creating accountants copy

Individual Training Classes are provided remotely or locally. A QuickBooks Training Guide is provided to each student. Duration of classes: *2 hour minimum (additional hours will be billed at the standard hourly rate) Q&A will be available between each segment of topics. QuickBooks must be installed on computer (training can be combined with QuickBooks Setup Services. Ongoing QuickBooks training support is available for students after they've completed the class. 

Where Do You Offer QuickBooks Training Classes?

In-house classes are offered in Westchester County, NY - Rockland County, NY - Greenwich, CT - Stamford, CT - NYC and some parts of NJ (please contact us to confirm we provide one-on-one QuickBooks training services in your area)


If you live outside these areas, remote training classes are available.

Call us for your free consultation at  (914) 266-0354 to discuss our QuickBooks Training options or click the button below to arrange the best time to our QuickBooks Expert to give you a call back.

Click the button above to request the best time to talk about your QuickBooks needs.