2021 Workshop Schedule – Full!!!  See you in 2022!!!  Individual training is still available, contact us to schedule.

We updated our one day workshops for QuickBooks Desktop to a “six week” training model. The workshop is now split up into six individual hourly sessions over six 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 Wednesday evenings starting at 6 p.m. Your investment in this workshop is $365 per individual (group rate is available) for the six week course.

  • March  31, 2021 and runs through May 5, 2021    No longer available
  • July 14, 2021 and runs through August 18, 2021  No Longer available
  • October 6, 2021 and runs through November 10, 2021 No Longer Available


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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