Onsite QuickBooks Training 

Bring our Mastering QuickBooks Classes to your company with Onsite Training!

Specialized QuickBooks training for your business. We use our proven training program as the foundation and work with you to tailor parts of our curriculum to match your specific needs. Whether you have new staff that need training, or you have specific QuickBooks training needs, we work with you to make sure that this QuickBooks training is right for you. Guaranteed!

Call 1-800-564-2688 to receive a no-obligation quote and to schedule an onsite QuickBooks class today.

Here are a few of our onsite training customers:

• Federal Bureau of Investigation (FBI)
• Intuit's QuickBooks Group
• Intuit Marketing Group
• Intuit Developer Network
• ServiceMaster
• Intuit Enterprise Conference
• Knights of Columbus
• Diocese of Syracuse
• Diocese of Detroit
• ADP/Stellix
• PPAI
• Core Laboratories
• IEC
• Boys and Girls Club of America
• The American Bar Association
• Diocese of Tucson
• Pennsylvania Fraternal Order of Police
• California Border Alliance
• Accounting firms that used an onsite QuickBooks Class to train and ATTRACT new clients.
• And, many other businesses who needed 10 or more people trained.

FAQ's

How much does an onsite QuickBooks class cost?
It depends on how many people need QuickBooks training. We generally recommend you have at least 10 people for an onsite QuickBooks class. Otherwise, it's often more affordable to send students to aour regularly scheduled live or online QuickBooks training class. When you call, our onsite seminar consultants will prepare a detailed quote for you.

Call 1-800-564-2688 for a free, no obligation, quote.

What does the seminar normally cover?

Pick and choose which topics we'll cover!

Day 1

• • Get Started
  • Set up your company
  • Move around QuickBooks...EFFICIENTLY
  • Get help...FAST
  Everyday Transactions
  • Selling: estimates, invoices, sales receipts, payments, deposits, credit memos, and customer statements
  • Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, credit memos, and petty cash
  • Inventory: purchase orders, receive items, adjust inventory
  • Sales Taxes: set up, adjust, pay, and report sales taxes
  • Banking: bank reconciliation and locate discrepancies
  Special Transactions
  • Give and receive refunds
  • Void vs. delete a check
  • Apply credit memos
  Tips & Tricks
  • Special "Window" tricks
  • Clean up lists (delete, hide and merge)
  • Use classes
  • Sort and customize lists
  • "Collapse" financial statements
  • Show P&L by month, or as a percent of income
  Understand Accounting
  • Really understand your financial statements
  • Setup the chart of accounts
  • Change and fix the chart of accounts
  • Cash vs. Accrual accounting
  • Use general journal entries
  • Use account numbers
  • Setup and use subaccounts

    

• Day 2

  
  Payroll
  • Setup employees, payroll items, and YTD information
  • Track time and invoice time
  • Process paychecks
  • Modify paychecks
  • Make tax deposits
  • Prepare tax forms (941, W2, etc.)
  • Summarize payroll data in Excel
  Work with Reports
  • Add, delete, resize, and reorder columns
  • Filter and format reports
  • Save reports and create memorized report groups
  Advanced Features
  • Use multi-user
  • Password protect QuickBooks
  • Clean-up company file
  • Update QuickBooks
  • Work with Microsoft Word and Microsoft Excel
  • Close the books
  • Find transactions FAST and other time saving features
  • Work with the accountant's review
  • Protect your QuickBooks data
  Tips & Tricks
  • Keyboard shortcuts
  • Add custom fields
  • Tailor company preferences
  • Create custom invoices and other forms
  • Add logos and custom fields to forms
  Tricky Transactions
  • Handle bounced checks...easily
  • Enter customer down payments/deposits
  • Setup automatic transactions (memorizing transactions)
  • Use credit cards

How much customization do you do?
Our Mastering QuickBooks seminar receives rave reviews as is. We cover most everything QuickBooks can do for your business or organization.

We also understand that some of the features may be more or less important to your group. We will be happy to add in any special topics not covered in our normal agenda, and skip those topics your group would find less helpful.

For example, if you are non-profit organization, you might suggest we skip the section on Purchasing Inventory and Sales Taxes, and that you would like to focus more time on budgeting.

Most organizations say "just come out here and do your thing!", and leave the seminar extremely satisfied.

How can I pay for the seminar, and what is the billing process?
After you receive your quote, we require a down payment of 50% of the fee prior to booking the date. We accept corporate checks, Visa, Mastercard, American Express, and Discover.

What is the refund/cancellation policy for onsite seminars?
The onsite seminar is guaranteed upon receipt of the 50% downpayment.
Refunds will only be made if cancellation request is received in writing
5 business days prior to seminar (minus $1,500.00 cancellation fee).
Client will be responsible for airfare that is non-refundable in addition to applicable airline change fees.