Private QuickBooks Training

"Theresa was great to show us all the basics and kept up with all our questions and us moving from subject to subject. It was a pleasure training with her. She made it easy and less scary."

Ann Paveglio & Barbara Geringswald
JEM Architecturals, Inc

Learn how to keep track of your expenses and income using QuickBooks accounting software program. 

At the session you will make entries directly in your QuickBooks software. Instead of just telling you how to do it, we encourage and guide you to navigate through the system.

Whether you’re new to QuickBooks or have experience using QuickBooks, after completing our private training classes you will feel confident in managing your accounting data to produce accurate financial records.
Know if you're making money or not in your company
Be ready at tax time with accurate records
Get paid quicker from customers 
Record and manage vendor bills
Organize and grow your business with QuickBooks

"The QuickBooks training was very informative and easy to understand. I would certainly recommend the training services."

Joan Newton
JB Cruise & Tours, Inc

Our QuickBooks expert will travel to your home or office to teach you how to properly and effectively use QuickBooks.

We travel within Westchester County, NY and some area of New York County, New Jersey and Connecticut. 

Remote services are available outside these areas, not sure if we offer in house training in your location, contact us to confirm.
QuickBooks private training sessions can cover basic or advance features. Our QuickBooks expert will provide you with  1on1 consultation during the training session to help you gain a better understanding of QuickBooks and get you on the right path to tracking and managing your finances with QuickBooks.  

Students learn at their own pace. QuickBooks training classes rates are $250.00 for the first 2 hours, then $125.00 each hour after (if necessary).  Travel reimbursement may apply for locations outside of Westchester County, New York.


  • Overview of using Chart of Accounts
  • Overview of using Item Lists
  • Creating & Managing Vendors Accounts
  • Creating & Managing Customer Accounts
  • Invoices, Sales Receipts, Customer Payments, Credit/Refunds Memos
  • Bills, Vendor Credits, Bill Payments, Credit Card Purchases
  • Void or delete transactions
  • Finding transactions
Protecting Data
  • Backing up Data
  • Exiting QuickBooks
*Advance QuickBooks Training is available upon request.
In order for us to provide you with the best training option suited for your needs, it's necessary for us to learn more about your unique needs. 
Get in touch with us.