QuickBooks Classes



QuickTrainer offers those looking to learn QuickBooks a QuickBooks Class. We call our class, “QuickBooks Starting Point”. And while our class is geared toward the newer user, we guarantee those who find themselves somewhat familiar with QuickBooks will find this class to be an excellent investment of their time as well.We begin our class time by ensuring we understand what each student hopes to gain from their QuickBooks class. If you have specific areas of interest, we’ll be sure to cover those areas. While learning QuickBooks, we build a “faux” company based on the students present during that days class, ensuring we cover the facets of their specific business.

7 Benefits You’ll Gain from Our QuickBooks Class…

  1. Take control of your business finances, while saving time & money with your CPA.
  2. Enjoy meaningful, accurate data for reviewing the financial health of your business.
  3. Relieve the stress you feel when using QuickBooks.
  4. Learn numerous QuickBooks tips & tricks you will use frequently.
  5. Grow competent and confident with QuickBooks.
  6. Focus on your business passion, knowing your QuickBooks accounting is under control.
  7. Enjoy Peace of Mind!

Sign Up Now and Enjoy These and Other Benefits You’ll Receive From Our Class!

What You Can Expect To Learn In Our QuickBooks Class…

  • 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 - Balance Sheet, Profit & Loss, Sales History, Trial Balance, and Customizing Reports.

Additionally, we’ll spend time exploring the various businesses of the students present for the day; how each business is similar from an accounting standpoint and how each is different. Finally, we’ll spend ample time covering and resolving students “real-world” issues.

Got Questions? We have Answers…

Q. What time does class begin and end?
A. Our QuickBooks Class begins at 9:00 AM and typically concludes ~4:30 PM, but we’ll stay
until your last question is answered.

Q. Is this a class for beginners?
A. The QuickTrainer QuickBooks class is for the newbie to QuickBooks to the intermediate QuickBooks user. This QuickBooks training class focuses on the fundamentals of QuickBooks and some basic accounting concepts. For those who need more advanced QuickBooks help, we highly recommend our QuickBooks Training services.

Q. Do I need my own computer and QuickBooks software to take this class?
A. No. QuickTrainer provides each student a laptop computer, pre-loaded with the QuickBooks software. This will be your computer for the day while in class. We also provide you a nice environment and a “comfy” chair to sit while taking our class.

Q. Where is your QuickBooks class taught?
A. Our classes are taught, primarily, at The Internet Connection Cafe, located at 250 Racine Drive, Wilmington, NC. The Connection has a nice conference room, great food and beverage and is simply a cool place to hang out anytime.

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.

Q. Do you sell a book on QuickBooks?
A. We call ours a “manual”. QuickTrainer offers students the opportunity to purchase our QuickBooks manual, “Effectively Navigating QuickBooks” after they have enrolled in our class. Our manual was written by Jim Merritt, President & CEO of QuickTrainer. Jim developed this manual with daily users of QuickBooks in mind. The cost of this manual $29.95.

Q. Do you cover payroll in this class?
A. While we do not cover payroll in this class, we do offer QuickBooks Training on payroll. We teach payroll typically on a 1-on-1 basis. Payroll typically takes about two to three hours to teach and deserves its own separate session.

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