2022 Workshop Schedule

Individual training is still available, contact us to schedule.

We updated our one day workshops for QuickBooks Desktop to a “four-week” training model. The workshop is now split up into four individual hourly sessions over four weeks and held online with Zoom. The course will guide you on understanding how QuickBooks works, where to find the functions you are looking for so you have accurate reports to help you run your business efficiently. 

Workshop seats are limited to twelve and will be held on Thursday evenings starting at 6:30 p.m. Your investment in this workshop is $385 per individual (group rate is available) for the four week course.

  • April 21st, 2022 and runs through May 12th, 2022    
  • July 21st, 2022 and runs through August 11th, 2022
  • October 13th, 2022 and runs through November 3rd, 2022


Looking for a more hands on personal training, specific to your business? In person QuickBooks training is available. Contact Us or Book Now to schedule in person training. 

Contact us to sign up for our online workshop! 

Training will include:

  • Navigating the program
    • Where do I find? – Know where to find what you want to do quickly and easily
    • Setting up your Preferences 
    • Snapshots – Quick reports to start your day
    • Using the Calendar function 
    • Vendor Center
    • Customer Center
    • Employee Center
  • Accounts Payable 
    • Entering Bills and Paying Bills
    • Entering Credit Card Transactions
  • Accounts Receivable 
    •  Set up your Items & Services
    • Creating Estimates
    • Creating Invoices and receiving Payments
    • Adding Deposits
    • Recording Sales Tax in QuickBooks
  • When to use journal entries and when you don’t in QuickBooks – Best Practices
  • Bank Feeds
  • Bank and Credit Card reconciliation
  • Reports
    • Balance Sheet/Income Statement
    • AR  Aging Summary and Open Invoice Report
    • AP Aging Summary and Unpaid Bills Report
    • Using Lists
    • Customizing Forms and Reports
  • Customizing your Templates for Invoices and Statements
  • Creating Budgets in QuickBooks
  • Users and Passwords
  • Using the 1099 Wizard 
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