Certified QuickBooks Trainers

Our QuickBooks experts are here to provide the professional business management solution and technology consulting services your growing business needs. Having performed thousands of QuickBooks client engagements across several industries, we have the knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right solution for your business.



QuickBooks Training Topics

Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals. Below are some example training course outlines.

QuickBooks Beginner Level Training




Prepare For Setup

> Creating a New File – Detailed Set Up
> Creating a New File – Express Set Up
> Changing Passwords
> Change Business Information
> Change The Left Icon Bar
> Company Preferences
> My Preferences
> Calendar Function
> Customize Icon Bar
> Back Up File

Customize Your Forms


> Invoice Basic Customization
> Invoice Additional Customization
> Invoice Layout Designer
> Purchase Order – Basic Customization
> Purchase Order – Additional Customization
> Purchase Order – Layout Designer

Banking Basics

> Write Check for Items and Expenses
> Transfer Funds From One Bank Account To Another
> Create Wire – EFT – ACH Payment
> Void Check Without a Closed Period
> Reconcile Bank Account to Bank Statement
> Petty Cash
> Which Checks Can You Use
> Add Company Logo and Address to Printed Checks
> Print Signature On Checks

Invoice and Accounts Receivable Basics

>  Create an Invoice
> Receive Payment – Record Deposit
> Create a Credit Memo and Apply to an Invoice
> Create Credit Memo
> Create a Statement
> Collections Center

Chart of Accounts and Items

> Account Types in Chart of Accounts
> Create a New Account
> Header and Sub Accounts
> Chart of Accounts Flow
> Item Types – Basic Overview
> How to Set Up and Organize Your Items List

Accounts Payable Basics

> Enter Bill – Rent
> Enter Bill – Item and Expenses
> Pay Bills
> Print Checks
> Create Vendor Credit and Apply to Open Bill
> Gas Restaurants and Airport Expenses

Customers Jobs and Vendors

> Create a New Customer
> Merge Duplicate Customers
> Customer Type List
> Create a New Job
> Job Type List
> Create a New Vendor
> Vendor Type List
> Merge Duplicate Vendors


QuickBooks Intermediate Level Training

Step Up your Set Up Knowledge

> Install QuickBooks Enterprise
> Update File to New Release
> Register Your QuickBooks Software
> Hide Company Files
> Enter Beginning Balances
> Class List
> Set Up a New User
> User Permissions in QuickBooks Enterprise
> Print Role List in QuickBooks Enterprise
> Set Up Online Banking Connection
> Back Up vs Portable File vs Accountants Copy
> Schedule Automatic Backup

Accounts Payable

> Purchase Order for Inventory and Receive Inventory
> Purchase Order to Track Services
> Memorize a Bill For Recurring Expenses
> Prepaid Expense Amortization
> Check Payment Before Receive Bill
> Loan Manager
> Pay Bill By Credit Card
> Print Bill Payment Stub
> Change Amount of Bill After Paid
> Record Credit Card Transactions
> Credit Card Credit
> Reconcile and Pay Down Your Credit Card

More Customization – Custom Fields

> Custom Fields on Items
> Custom Field Overview
> Customer Custom Field
> Custom Fields on Invoices – Customer Custom Field
> Custom Field on Purchase Order – Vendor Custom Field

More Lists for Better Tracking

> Sales Rep List
> Terms List
> Payment Method List
> Customer Message List
> Ship Via List
> Template List
> Bill Rate Level List
> Fixed Asset Item List
> Vehicle List

Customize Your Centers

> Customize Customer Center
> Customize Vendor Center
> Customize Employee Center
> Company Snapshot

Chart of Accounts Done Right

> Account Numbers
> How To Sort Your Chart of Accounts List
> Clean Up Chart of Accounts

Quotes Estimates and Sales Orders

Lead Center
> Estimates Sales Orders and Invoices
> Create an Estimate
> Duplicating an Estimate
> Create a Sales Order

Intermediate Invoicing

> Memorize Invoice For Recurring Monthly Invoices
> Choose Memorized Transaction to Enter Now
> Progress Invoicing
> Batch Invoices
> Price Level List
> Pending Invoices
> Statement Charges

Inventory and Services

> Inventory Center
> Inventory Items
> Service Items
> Group Items
> Inventory Assembly
> How to Use Discounts
> Use Subtotals On Customer Transactions

Inventory Activities

>  Adjust Inventory
> Update Your Price List
> Update Sales Price – Mass Adjustment
> Automatic Cost and Price Adjustment

Payroll Set Up and Use

> Turn On Time Tracking for Employee
> Enter Payroll Service Key
> Track Single Activity On Timecard Using Stop Clock
> Payroll Preferences
> Weekly Timesheet Entry
> Payroll Set Up Interview
> Batch Timecard Entry
> Employee Set Up Manually
> Print Timesheets
> Set Up Payroll Items in Multiuser Mode
> Set Up and Edit Payroll Schedule
> Run Scheduled Payroll

Reports You Need to Know

>  Review of Standard Reports
> Transaction Journal Information
> Company Reports
> Accountant and Taxes
> Daily Sales Summary Report
> Intuit QuickBooks Statement Writer
> Sales by Rep – Cash Basis
> Custom Reporting – Summary and Detail
> Set Up Budget

Accounts Receivable Scenarios

> Use Undeposited Funds As a Default When Receiving Payments
> Cash Back When Making a Deposit
> Reimbursable Expenses
> Finance Charges
> Receive Payment – Client Overpays
> Receive Payment – Client Underpays

Sales Tax> Turn On Sales Tax Tracking
> Sales Tax Item and Group Set Up
> Adjust and Pay Sales Tax
Communicating with your CPA

> Create Accountants Copy
> Accountant Activities in Accountants Copy
> Receive Accountants Copy After Accountant Changes
> Cancel Accountants Copy

QuickBooks Advanced Level Training

Advanced File Set Up – Importing Lists

> Transfer Chart of Accounts to a New File
> Transfer Items List
> Transfer Customer List
> Transfer Vendor List
> Transfer Templates

Advanced Accounts Receivable

> Customer Deposits and Down Payments
> Track Retainage
> Backorders
> Over and Short Accounts
> Webstore Clearing Account to Track Online Sales
> American Express Payment Received
> Customer Credit Card Protection
> Disable Customer Credit Card Protection

Advanced Review for Accountants> Client Data Review Feature
> Set Up For Client Data Review
> Accountant’s Center
Advanced Inventory

> Work in Progress
> Enhanced Inventory
> Average Cost vs FIFO
> Turn on FIFO Inventory Valuation
> Adjust Quantity on Hand FIFO

Troubleshooting in QuickBooks> Undo Previous Reconciliation
> Troubleshooting Bank Reconciliation
> Troubleshooting Inventory Balance
> Fix Accounts Receivable Report with Zero Dollar Amounts
> Fix Accounts Payable Report with Zero Dollar Amounts
> Re-sort Customer Vendor and Employee List
> Verify and Rebuild Data
> Check Your Error Log
Understanding Accounting 

Invoice with Non-Inventory
> Sales Receipt with Inventory
> Bill with Non-Inventory Expense
> Bill with Inventory
> Invoice with Inventory Items
> Cash vs Accrual Profit and Loss
> Soft vs Hard Posts