QuickBooks Class (One-on-One)

Q. Is this a one-day class?
A. Yes, our QuickBooks Class is a one-day class.

Q. What time does class begin and end?
A. Your QuickBooks Class begins at 10:00 AM and typically concludes ~3:30 PM, but we’ll stay until your last question is answered.

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.

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.