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QuickBooks Consulting & Training

We are certified in QuickBooks training services.

Our training services are provided by QuickBooks experts that have extensive and thorough knowledge of QuickBooks software. Our team has implemented QuickBooks training to multiple businesses, each within a unique industry. With this, our training can be entirely customized to meet the needs of your distinct business goals. Our QuickBooks experts are certified and proficient in all versions including: QuickBooks Online, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, and QuickBooks Point of Sale.

QuickBooks Training Topics

Novice Level Topics


  • Creating a New File – Detailed Setup
  • Creating a New File – Express Setup
  • Changing Passwords
  • Changing Business Information
  • Changing the Left Icon Bar
  • Company Preferences
  • My Preferences
  • Calendar Function
  • Customize Icon Bar
  • Backup File
  • Chart of Accounts and Items

Chart of Account and Items

  • Account Types in Chart of Accounts
  • Creating a New Account
  • Header and Sub Accounts
  • Chart of Accounts Flow
  • Item Types – Basic Overview
  • How to Setup and Organize Item List


Customers, Jobs, and Vendors

  • Creating a New Customer
  • Merging Duplicate Customers
  • Customer Type List
  • Create a New Job
  • Job Type List
  • Create a New Vendor
  • Vendor Type List
  • Merge Duplicate Vendors


  • Write Check for Items and Expenses
  • Transfer Funds from One Bank Account to Another
  • Create Wire – EFT – ACH Payment
  • Void Check Without a Closed Period
  • Reconcile Bank Account to Bank Statement
  • Petty Cash
  • Which Checks to Use
  • Add Company Logo and Address to Printed Checks
  • Print Signature on Checks


Accounts Payable

  • Enter Bill – Rent
  • Enter Bill – Items and Expenses
  • Pay Bills
  • Print Checks
  • Create Vendor Credit and Apply to Open Bill
  • Gas, Restaurants, and Airport Expenses

Invoice and Account Receivable

  • Create an Invoice
  • Receive Payment – Record Deposit
  • Create a Credit Memo
  • Create a Credit Memo and Apply to an Invoice
  • Create a Statement
  • Collections Center

Customize Forms

  • Invoice Basic Customization
  • Invoice Additional Customization
  • Invoice Layout Designer
  • Purchase Order – Basic Customization
  • Purchase Order – Additional Customization
  • Purchase Order – Layout Designer


Experienced Level Topics

Setting Up Basics

  • Install QuickBooks Enterprise
  • Update File to New Release
  • Register Your QuickBooks Software
  • Hide Company Files
  • Enter Beginning Balances
  • Class List
  • Setup a New User
  • Print Role List in QuickBooks Enterprise
  • Print Signature on Checks
  • Setup Online Banking Connection
  • Backup vs. Portable File vs. Accountants Copy
  • Schedule Automatic Backup

Customize Centers

  • Customize Customer Center
  • Customize Vendor Center
  • Customize Employee Center
  • Company Snapshot

Chart of Accounts

  • Account Numbers
  • How to Sort Chart of Accounts List
  • Cleanup Chart of Accounts

Inventory and Services

  • Inventory Center
  • Inventory Items
  • Service Items
  • Group Items
  • Inventory Assembly
  • How to Use Discounts
  • Use Subtotals on Customer Transactions

Custom Fields

  • Custom Fields on Items
  • Custom Field Overview
  • Customer Custom Field
  • Custom Fields on Invoices – Customer Custom Field
  • Custom Field on Purchase Order – Vendor Custom Field



  • Adjust Inventory
  • Update Price List
  • Update Sales Price – Mass Adjustment
  • Automatic Cost and Price Adjustment

CPA Involvement

  • Create Accountants Copy
  • Accountant Activities in Accountants Copy
  • Receive Accountants Copy After Accountant Changes
  • Cancel Accountants Copy


  • Sales Rep List
  • Terms List
  • Payment Method List
  • Customer Message List
  • Ship Via List
  • Template List
  • Bill Rate Level List
  • Fixed Asset Item List
  • Vehicle List


  • Review of Standard Reports
  • Transaction Journal Information
  • Company Reports
  • Accountant and Taxes
  • Daily Sales Summary Report
  • Intuit QuickBooks Statement Writer
  • Sales by Rep – Cash Basis
  • Custom Reporting – Summary and Detail
  • Setup Budget

Payroll: Setup and Use

  • Turn on Time Tracking for Employees
  • Enter Payroll Service Key
  • Track Single Activity on Timecard Using Stop Clock
  • Payroll Preferences
  • Weekly Timesheet Entry
  • Payroll Setup Interview
  • Batch Timecard Entry
  • Employee Setup Manually
  • Print Timesheets
  • Setup Payroll Items in Multiuser Mode
  • Setup and Edit Payroll Schedule
  • Run Scheduled Payroll


Quotes, Estimates, and Sales Orders

  • Lead Center
  • Estimates, Sales Orders, and Invoices
  • Creating an Estimate
  • Duplicating an Estimate
  • Creating a Sales Order


  • Memorize Invoice for Recurring Monthly Invoices
  • Choose Memorized Transactions to Enter
  • Progress Invoicing
  • Batch Invoices
  • Price Level List
  • Pending Invoices
  • Statement Charges

Accounts Receivable

  • Use Undeposited Funds as a Default When Receiving Payments
  • Cash back When Making a Deposit
  • Reimbursable Expenses
  • Finance Charges
  • Receive Payment – Client Overpays
  • Receive Payment – Client Underpays

Accounts Payable

  • Purchase Order for Inventory and Receive Inventory
  • Purchase Order to Track Services
  • Memorize a Bill for Recurring Expenses
  • Prepaid Expense Amortization
  • Check Payment Before Receiving Bill
  • Loan Manager
  • Pay Bill by Credit Card
  • Print Bill Payment Stub
  • Change Amount of Bill After Paid
  • Record Credit Card Transactions
  • Credit Card Credit
  • Reconcile and Pay Down Your Credit Card

Sales Tax

  • Turn on Sales Tax Tracking
  • Sales Tax Item and Group Setup
  • Adjust and Pay Sales Tax


Expert Level Topics

Review for Accountants

  • Client Data Review Feature
  • Setup for Client Data Review
  • Accountant’s Center

Accounts Receivable

  • Customer Deposits and Down Payments
  • Track Retainage
  • Backorders
  • Over and Short Accounts
  • Webstore Clearing Account to Track Online Sales
  • American Express Payment Received
  • Customer Credit Card Protection
  • Disable Customer Credit Card Protection



  • Work in Progress
  • Enhanced Inventory
  • Average Cost vs. FIFO
  • Turn on FIFO Inventory Valuation
  • Adjust Quantity on Hand FIFO

Understanding Accounting

  • Invoice with Non-Inventory
  • Sales Receipt with Inventory
  • Bill with Inventory
  • Bill with Non-Inventory Expense
  • Invoice with Inventory Items
  • Cash vs. Accrual Profit and Loss
  • Soft vs. Hard Posts


Importing Lists

  • Transfer Chart of Accounts to a New File
  • Transfer Items List
  • Transfer Customer List
  • Transfer Vendor List
  • Transfer Templates


  • Undo Previous Reconciliation
  • Troubleshooting Back Reconciliation
  • Troubleshooting Inventory Balance
  • Fix Accounts Receivable Report with Zero Dollar Amounts
  • Fix Accounts Payable Report with Zero Dollar Amounts
  • Re-sort Customer Vendor and Employee List
  • Verify and Rebuild Data
  • Checking Error Log


Certified QuickBooks ProAdvisors

We are here to provide our clients top-level service and support with our industry knowledge in professional business management and technology solution services. Please feel free to contact us to see how we can help benefit your business.