Onsite Training 

Bring our seminar to you 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 training is right for you. Guaranteed!

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

• Federal Bureau of Investigation (FBI)
• Intuit
• Intuit Marketing Group
• IDN
• ServiceMaster
• Intuit Enterprise Conference
• Knights of Columbus
• Diocese of Syracuse
• Diocese of Detroit
• ADP/Stellix
• PPAI
• Core Laboratories
• IEC

FAQ's

How much does an onsite seminar cost?
It depends on how many people you need trained. We generally recommend you have at least 10 people. Otherwise, it's often more affordable to attend one our regularly scheduled live or online seminars. 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?

Day 1 ...Pick and choose which topics we'll cover!

• Answers to your QuickBooks software questions.
• Tips and tricks for working faster and more efficiently in QuickBooks.
• Prepare and interpret important financial reports.
• Create your company's books from "scratch".
• Set up accounts, customers, vendors, items, and jobs.
• "Clean up" your important customer lists.
• Customize your chart of accounts to give you meaningful financial statements.
• Prepare and process estimates, invoices, sales receipts, credit memos, refunds, bank deposits, and customer statements.
• Enter and process checks, bills, and payments.
• Reconcile bank accounts (and what to do if they don't!).
• Learn how your company's finances flow thru QuickBooks software.
• Purchase and manage inventory.
• Set up and use sales tax.
• And much more!

Day 2...Pick and choose which topics we'll cover!

• More answers to your QuickBooks software questions.
• Set up and use QuickBooks Pro and Premier with multiple users on a network.
• Find and fix the most common mistakes made with QuickBooks.
• Handle "tricky" situations including NSF checks, customer deposits, and others.
• Enter special transactions such as automatic bank transactions and others.
• Learn advanced reporting techniques and integration with Microsoft Excel.
• Customize QuickBooks to your business.
• Set up and use credit cards.
• Set up and process payroll.
• Prepare and file your federal payroll tax returns and generate reports needed to file state payroll tax returns.
• Customize your sales forms the way you want them.
• Add your company's logo to your sales forms.
• Perform a year-end close with QuickBooks.
• Use the Accountants Review process.
• Backup and restore data files.
• And much more!

How much customization do you do?
Our Mastering QuickBooks Software seminar receives rave reviews as is. We cover most everything QuickBooks can do.

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.