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

• Set up your company
• Move around QuickBooks...EFFICIENTLY
• Get help...FAST

• 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

• Give and receive refunds
• Void vs. delete a check
• Apply credit memos

• 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

• 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

• 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

• Add, delete, resize, and reorder columns
• Filter and format reports
• Save reports and create memorized report groups

• 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

• Keyboard shortcuts
• Add custom fields
• Tailor company preferences
• Create custom invoices and other forms
• Add logos and custom fields to forms

• Handle bounced checks...easily
• Enter customer down payments/deposits
• Setup automatic transactions (memorizing transactions)
• Use credit cards
• And much more!