Client Testimonials
Training and Set-Up
I attended a QuickBooks training course through QuickTrainer. This course was a basic overview of QuickBooks led by Jim Merritt. Recently my husband and I started our own business and I contacted Jim to assist in setting up QuickBooks in my home office. He met with me one-on-one and was very helpful in getting me set-up and comfortable with the program. I have contacted him several times in the past few months with questions and he is always quick to respond and so helpful. He goes the extra mile in making sure I understand what I am doing! EXCELLENT customer service, PROFESSIONAL and KNOWLEDGEABLE of the product!!
I would highly recommend QuickTrainer whether you need to clean up your books or if you need a legitimate QB training. Jim is wonderful to work with. No nickel-and-diming. Thank you, Jim!
I can’t say enough how amazing Jim is. He is so patient and helpful. Very encouraging and such a great teacher. I was kinda thrown into a new role with hubby’s business and our awesome accountant talked me into using QB. I hadn’t fully used it and hubby hasn’t used it all for years. Thanks to Jim I can honestly say I’m very confident and proficient in using it. It was one of the best business decisions we have made not only using QB…bringing along a teacher like Jim to maximize our usage. I also use QB for my coaching business…all because of Jim! He comes to the rescue as questions come up. I am finding less and less questions all because Jim helped me get the basics down. Jim, I appreciate you so much!
I have been working with QuickBooks for quite some time but it is only lately that I realized I was not using the program’s full potential. I also learned I needed the help of a professional. I did some research and learned about QuickTrainer. I called and spoke to Jim Merritt, and explained what I was trying to accomplish. We met for coffee and I explained my goals and ojectives to him in more detail. It was exactly the fix I sought. I found Jim to be professional, knowledgeable and insightful. I knew then that he would be the one to guide me through the maze. I also leadned his scope extended beyond QuickBooks into accounting concepts. He streamlined and restructured my “chart of accounts”, re-stated actual accounts and generally cleaned things up, removing unwanted entries and instructed me on how things should be done correctly. He was also able to correct errors I had been living with for years. I have absolutely no regrets. After I become more familiar with this new interaction using a current version of QuickBooks Pro, we will move on to other QuickBooks applications targeted in my grand plan, with Jim’s guidance of course. We have just scratched the surface. I highly recommend Jim and Denise Merritt, and plan to use them again—very soon.
Jim was so helpful to me and my business. The information and quickbooks training he gave me in about 1 hour has saved more than 6 hours of extra work per month. The training has streamlined my process and allowed me more time to grow the business and less on record keeping. The expertise they have on the QuickBooks software is excellent. Highly recommend Jim and his company’s services.
Again, thank you so much for the assistance you provided yesterday. What you are capable of doing is totally outside of my ability and I get very anxious every time we have an issue with QuickBooks. Thank goodness there aren’t very many issues but when there is you always take care of us in a very prompt and professional manner. Unfortunately, companies like yours that are willing to go the second mile with customer support are disappearing from our present day society. As I have to continually look at how my company needs to grow, I know I can count on you to help in a very important way. I am a person always looking for attention to detail and I just wanted to send you a note and let you know I see that with your company and appreciate it more than these few words can accurately describe.
Love Jim! He helped me years ago when I was working for a company who was transitioning from Peachtree software to QuickBooks (thank God!). He taught me much, and now that I work as a realtor full time and we have our own business, I will always remember your company should I need help in the future! Highly recommend!
Jim Merritt of QuickTrainer has been an amazing resource for our QuickBooks training needs. He is great at sharpening your QB skills. Jim and QuickTrainer are very responsive and make the learning easy.
QuickTrainer has been easy to work with, thorough, understanding, timely, and willing to educate me as a small business owner about how to best maintain my company books. I highly recommend them!
Jim worked wonders with my QB payroll account last year. I had not moved my QB desktop payroll to my new QBO account for the first 7 months of 2015! I kept saying I would. I contacted Quicktrainer and he got me all set up CORRECTLY so that I could file my quarterlies! Thank you Jim for getting my QB all cleaned up well before tax season!
We were very pleased with the service we received in installing QuickBooks Enterprise on our computer. Jim is very knowledgeable and very professional. Everything worked great with no problems afterwards. We would highly recommend him.
They are always friendly and helpful. In QuickBooks, as in other software, when you make a mistake it always affects so many other things. When you try to fix them it can make them a lot worse if it is not done correctly. It is a good feeling to know that have someone who is competent like Jim Merritt who can help out.
Jim encouraged me to see that I was not doing things as poorly as I thought I was! I am not a QuickBooks Pro so I greatly appreciated his expertise in showing me some great tips on how to change some things in the future. It was a great investment to have him look at things with Pro-eyes and gave me more confidence in what I have been doing!
I would definitely recommend for clean up and maintenance or whatever else you may need!! If you are not on a maintenance plan with QuickTrainer then it may be something you want to think about. I am happy to know they will keep my records in order all year long!!
Jim did a great job. We discussed what I wanted to see happen and then some other items that might help me in my daily tasks. He completed the items that I wanted done and then gave me some explanations of what we can do in the future to help improve my use of the QuickBooks.
Payroll Class
How to handle child support and employee advances are just a few of the things I learnedin this QuickBooks Payroll class. The set-up of payroll is very important and QuickTrainer taught me how.
This (payroll) class provided me with a clear understanding of how to properly setup employees and file and pay payroll liabilities! It’s not nearly as scary as I thought it was. I also learned I was paying my accountant four times the cost of this class for something I can do myself in just a few minutes a quarter.
Jim was very knowledgeable and he didn’t make me feel like a moron for not knowing much about “tax stuff”. He was extremely helpful with all of my QuickBooks payroll questions. The three most important things I learned today were: basic payroll information; what forms to file and how to file them; and how to write paychecks.
Your QuickBooks Payroll class was one-on-one. I asked every question I had. I learned about the payroll liability forms; default settings are not always good; and don’t write check from the QuickBooks check register.
I learnedin this QuickBooks Payroll class how to start managing payroll; how to go back to fix a mistake; how to view a report. It was great! It exceeded my expectations and was very easy to understand. Sign up!
Free QuickBooks Tips and Tricks
This is a marvelous tip, and very helpful! Love your tips. They are great, and most helpful
Bookkeeping Services
QuickTrainer is ALWAYS willing to go above and beyond! Denise is at our office every week doing our payroll for us. She is always thorough and efficient. Denise and Jim KNOW QuickBooks! Let them help you too.
Denise helped us out, to recover from an incompetent CPA. Great at keeping me on track with ALL of our Financial Information. I highly recommend Jim and Denise for all your bookkeeping needs.
The best thing about what you guys do is pretty much make sure that I never ever have to worry about bookkeeping. Ever. Even when I had 20 contractors for the project from hell. The thing is, I believe in hiring a professional to do the job. Some people won’t spend money on anything. You guys are worth every penny because I NEVER have to worry that my books are in order And most recently said by this client…
“I literally COULD NOT RUN MY BUSINESS without QuickTrainer. They let me take on more than I probably should, because I don’t have to worry about the books. Love you guys!”
I doubt there could be anyone more knowledgeable or willing to help. Jim renewed my confidence that QuickBooks would work for our business.
Trusting someone with your financials can be extremely nerve racking! So more than anything I trust Denise. She has done an amazing job handling our QuickBooks. She saved us almost $600 on our 2011 tax return preparation. She is extremely valuable within our business.
After 4 years of frustration I switched to QuickTrainer for all my bookkeeping. WOW! AMAZING! For the first time every my P&L and Balance Sheet are accurate! It took my accountant just a couple of hours to file my business taxes. Using QuickTrainer has saved me time, aggravation and money. Thanks Jim and Denise Merritt.
Denise handles the payroll for our business. Despite the changes and obstacles we throw at her, she has always found a way to get things done. We’re very happy to have QuickTrainer as part of our team.
The cost was worth it. You are the best investment I make for my business.
QuickBooks Class
I would HIGHLY recommend Jim Merritt for all your Quickbook questions and training. I started a small business last year and thought I was using Quickbooks correctly until my CPA said our books were a mess. I contacted Jim and needed help cleaning up our Quickbooks ASAP for tax season. He came to our office and gave me a hands-on class within one week of contacting him. He taught us how to use Quickbooks and got our Quickbook entries cleaned up and organized. He responds quickly to ALL my email questions and is very knowledgeable and personable. We would not have been able file our taxes on time if it was not for Jim!
Couldn’t have gotten my books in proper working order without Jim. Thanks again!
Jim was fantastic. He was patient with us and we were pretty slow to get things. Highly recommend him.
As a new user of QuickBooks, Jim has been great in teaching me the skills I needed to get started using the program. He is also very helpful with those who have experience, providing helpful hints and smart suggestions. He has helped us get the books in order and provided advice and time saving strategies!
Me and my husband purchased a restaurant last year and we were so busy running our place that we never had time to set up our quick books and make sure everything is recorded right way…we had some experience to do basic transactions but it was not enough when it was time to do our taxes. We went online and started to search for someone who can help (during Covid time everything is online which makes it so much easier) and we found Jim Merritt from QuickTrainer! Jim set up our chart of accounts and fixed all the transactions I had questions about in less than a week! Our QB looked beautiful! Jim not just helped with setting it all up but also taught us how to do QB the right way and now we have so much confidence in doing it! Our CPA was so happy to see that as newly started business we were able to deliver what she expected! Thank you Jim so much for your professionalism, being able to help in so short period of time and make it so easy for us!