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QuickBooks "How To"


The QuickBooks
"How To" Guide
(100 Pages and Growing)

Written by Advanced Certified QuickBooks ProAdvisor, Jim Merritt

In this extremely popular and well received guide, Jim Merritt shares with YOU how to do those day-in and day-out tasks, plus more!

A $59.95 Value
Yours For Only $34.95

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QuickBooks Class

Sign Up for the Quick Trainer Quickbooks class

A QuickBooks Accounting Class Tailored Just for You!

At QuickTrainer, we know how to best teach you QuickBooks. Our years of first-hand experience has shown the best way for you to learn QuickBooks is one-on-one. No distractions from others; just you and a QuickTrainer Consultant working together to ensure your QuickBooks Class experience is the best it can be.

This approach also offers something for every one, no matter what your level of QuickBooks knowledge is. First timer? No worries; we'll start from scratch. Have some experience with QuickBooks? We'll discover what you know and what you don't know and build on your QuickBooks knowledge. Want to spend your class time looking at your real data? Want to know what the issues are with your QuickBooks data? We actually encourage this approach! We'll look at your data together and use it for you to learn from.

Some Of The Things You Can Expect To Learn In Our Personal QuickBooks Class…

Because our QuickBooks Classes are targeted at your specific needs you can expect to learn those things that are specific to your needs. Here are a few examples:

  • What is a Chart of Accounts and what should yours look like?
  • Invoices - How to create a custom invoice and how to properly utilize invoices.
  • Receiving Payments - How to apply payments, shortages, discounts, overages, etc.
  • Entering and Paying Bills.
  • Banking - Reconciling, dealing with deposits posted incorrectly, what to do when the balances don't match.
  • Monthly Closing - Balance Sheet and P&L Analysis, Reconciling A/R, A/P & Inventory to the General Ledger.
  • Setting a Closing Date and Password.
  • Setting up Items (Inventory, Non-Inventory, Service, etc.)
  • Job Costing - Setting-up Job Costing, Posting Transactions, and Analyzing Job Cost Reports.
  • Reports - Understanding a Balance Sheet, Profit & Loss, Sales History, Trial Balance, and Customizing Reports.
  • Again, make your own list of questions and we'll see that you learn how to address your questions.

Frequently Asked Questions:

Q. Is this a one-day class?
A. Yes and no. When you take our QuickBooks Class, you get ~6 hours of training. Some people who take our class want to take the entire class in one day, while others prefer to take the class in two sessions. We will do what works best for you. If you opt for two sessions, then typically your teacher will give you some homework to complete and then email us to schedule the final session. In other words, we can, but you do not have to take the class in two consecutive days. In fact, that would be the exception and not the rule.

Q. What time does class begin and end?
A. Your QuickBooks Class begins at 10:00 AM and typically concludes ~4:00 PM if we are doing the class in one session or the class will conclude ~1:00 PM if we are breaking the class into two sessions.

Q. Is this a class for beginners?
A. Because our QuickBooks Classes are taught on a one-on-one basis, your class can be geared toward the new, intermediate or advanced user. No matter what your level of QuickBooks knowledge is we'll meet you where you are and build from there.

Q. Do I need my own computer and QuickBooks software to take this class?
A. No. Your QuickTrainer Consultant typically brings a laptop computer, pre-loaded with the most current version of QuickBooks software. Want to use your own computer and QuickBooks data? No problem.

Q. Where are your QuickBooks classes taught?
A. Our classes are typically taught at local coffee shops. Believe us when we say this approach works very well. However, if you want your QuickBooks Consultant to show up at your home or office, we're more than glad to come to you.

Q. What happens if I have questions post-class?
A. QuickTrainer prides itself on the fact we never nickel and dime our clients. If you need to call or email us with a few questions, you'll never see an invoice from us. Obviously, if you have questions daily, we probably need to have another conversation. Seriously, we want to help you. We want your experience with us to be very positive.

Q. Do you sell a book on QuickBooks?
A. We call it a "manual". QuickTrainer offers students the opportunity to purchase our QuickBooks manual, " QuickBooks How To Guide " before or after they have enrolled in our class. Our manual was written by Jim Merritt, President & CEO of QuickTrainer. He is QuickBooks Advance Certified by Intuit, the makers of QuickBooks. Jim developed this manual with daily users of QuickBooks in mind. The cost of our manual is $34.95.

Q. Do you cover payroll in this class?
A. While this QuickBooks Class does not cover payroll, we do offer a QuickBooks Payroll Class . Payroll typically takes about three hours to teach and deserves its own separate session.

Q. Do you issue refunds for your classes?
A. Once you have signed up and paid for a class, QuickTrainer does not offer a refund. The reason is simple; we have allocated our time for your class and likely turned down other billable time opportunities. However, we still want to be a good steward with the money you have spent. With that said, if something happens and you cannot attend your originally scheduled class (after all, people do get sick, can be called out of town, the weather can be dangerous), we will glady reschedule your class. Perhaps you originally wanted a class, but now believe you would be better served using us for Consulting Services instead of a class. Not a problem. We will gladly allocate hours so that you receive the appropriate amount of billable hours towards the money you have paid us. Either way, you win!

QuickTrainer Inc.
Your QuickBooks & Accounting Experts!
Wilmington, NC - (910) 338-0488
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