QuickBooks One-On-One Training

Our QuickBooks training classes is a basic training ideally for individuals who have some accounting experience, but not familiar with the use of QuickBooks.  We not only teach you how to use QuickBooks effectively, but we also consult with you to help you gain a better understanding of QuickBooks to get you on the right path to tracking and managing your finances with QuickBooks.  (*Advance training is available upon request.)

"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

Know if you're making money or not
Be ready at tax time with accurate records
Manage income from customer 
Manage vendor payments
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

Basic Training Outline

  • Overview of using Chart of Accounts
  • Overview of using Item Lists
  • Creating & Managing Vendors Accounts
  • Creating & Managing Customer Accounts
  • Invoices, Sales Receipts, Customer Payments, Deposits & 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
Customized training classing are suited for individuals who have experience using QuickBooks to manage their finances, and they want to learn the most accurate and efficient ways to using QuickBooks software.
Individual Training Classes are provided remotely or locally. A QuickBooks Training Guide is provided to each student. Students may learn at their own pace.  Duration of individual sessions: *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 your computer (training can be combined with QuickBooks Setup Services. Ongoing QuickBooks training support is available for students after they've completed the class.
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.