QuickBooks Installation & Set-Up
If you are new to QuickBooks you may need a QuickBooks coach when you install and set-up your company file. While QuickBooks is user-friendly once you learn it, the set-up can be challenging.

Installation & Set-Up will consist of:

  • Choosing the correct QuickBooks  version for your business

  • Installing the software on your computer

  • Creating a company file for your business

  • Setting up a chart of accounts appropriate for your business

  • An overview of basic accounting

  • Getting started using your QuickBooks® company file

New User QuickBooks Coaching

Perfect for a complete novice or a limited experience user.
You will end the frustration and become confident in your QuickBooks skills!
Your QuickBooks coaching will include:

  • Understanding the Chart of Accounts and Items Lists

  • Setting Up Customers, Vendors, & Employees

  • Creating Estimates, Invoices, Sales Receipts

  • Entering Bills and Paying Bills

  • Recording/Writing Checks, Reconciling Bank and Credit Card Statements

  • Correctly Backing Up QuickBooks

Intermediate User  QuickBooks Coaching

Learn techniques and tricks to fully use QuickBooks  in your business such as:

  • Handling Payments and Deposits

  • Creating Credit Memos and Customer Statements

  • Collecting and Paying Sales Tax, Managing Inventory

  • Using Reports, How to Filter and Format Reports, Saving Reports, Cash vs. Accrual

  • Setting up Employees and Payroll Items

  • Automatic Transactions, Using Classes, Backing Up and much, much more!

Advanced User or Business Owner QuickBooks Coaching

Manage and grow your business with QuickBooks by:

  • Accessing Important Reports

  • Setting-up a Budget

  • Use the Lead Generation feature

  • Customizing Forms & Writing QuickBooks Letters

Training can be held at your office if you are in Volusia or Seminole Counties, Florida, otherwise, we can work remotely.

Onsite training rates:
$209 for up to 3 hours 

Remote training rates:
$35  per 1/2 hour (1/2 hour minimum)

Phone support
$15 per 15 minutes (15-minute minimum)

All training rates are for up to 2 trainees. Additional trainees are $35 per person per 3 hours.

Payment is due at time of service.

Training does not include software or online subscription. If you need software or online subscription contact us, we may be able to save you money!

QuickBooks Trouble-Shooting

Does something seem “not quite right” with your QuickBooks file? Trouble-shooting will discover errors, discrepancies, and other issues with your data that may be affecting your reports.

$85 per hour

Full Staff – Full Day Training Seminar

Give your employees a full day of QuickBooks training at your location! The 6-hour training will include:

  • Understanding the Chart of Accounts and Items Lists

  • Setting Up Customers, Vendors, & Employees

  • Creating Estimates, Invoices, Sales Receipts

  • Entering Bills and Paying Bills

  • Recording/Writing Checks, Reconciling Bank and Credit Card Statements

  • Correctly Backing Up QuickBooks

  • Creating Credit Memos and Customer Statements

  • Collecting and Paying Sales Tax

  • Managing Inventory

  • Using Reports, How to Filter and Format Reports, Saving Reports, Cash vs. Accrual

  • Setting up Employees and Payroll Items

  • Automatic Transactions, Using Classes, Backing Up

  • Understanding and Customizing Reports

$600 for up to 5 trainees, $70 each additional trainee.