Quickbooks Training & Other Services
QuickBooks Essentials+ Course
In just 6 weeks, you will gain valuable training, experience, and techniques to make QBooks Online the financial tool for your business. You will learn not just the “how” but the “why” of maintaining an accurate set of financial records.
- Are you new to QuickBooks online or is QB online still baffling you?
- Do you put off your accounting, afraid of messing it up?
- Is there a disconnect between your hard work and the results because you don’t have a grasp on your financials?
- Are you or your bookkeeper struggling to keep up?
- Are credit card and loan balances not accurate?
- Are you confident with the information coming out of QBooks?
As one client said, “I’m not getting the financial information I need to run my business.” Followed by, “I’m not actually sure what financial info I need—I just know I’m not getting it.”
All sessions will occur on Tuesdays from 10:00am -11:30 am est.
This 6-week QuickBooks Essentials+ Course is designed to make you and your staff more skilled, confident, and comfortable in maximizing this software. Whether you or someone else completes the accounting, you’ll walk away with the knowledge and experience to dive into your books, ask the right questions, and run the reports that help you make sound business decisions.
You will learn how to…
- Customize QBooks to fit your business model
- Create efficiencies saving you time
- Understand the bank feed and workflow process
- Understand sales tax, merchant processing and undeposited funds
- Add customers and vendors, receive payments, and pay bills
- Run and analyze reports providing the valuable insights on your business
- The importance of reconciliations, and how to make them easy
- Find and fix common errors
This course will be held weekly in a live virtual classroom utilizing Zoom video conferencing software. No special QBooks software is required, we’ll work with a sample company created to demonstrate all aspects of QBooks Online.
You will need:
- Zoom downloaded on your laptop or pc
- Camera and microphone on your computer
- Not required, but you may also have your QB company file open
Once registered, you’ll be sent the link to the weekly class.
Included in course:
- Weekly discussions based on real scenarios
- Handouts and suggested videos
- Session recordings with video timelines
- Interactive polls
- Opportunities for you to resolve your specific challenges
- Weekly instructor office hours for 1 on 1 time
Taught by a QB ProAdvisor
Ms. Barbee has many years of experience with QuickBooks and is credentialed in QuickBooks Desktop, as well as being a QuickBooks ProAdvisor (Online).
She has a degree in Business Management with a concentration in accounting, and over 20 years working with small businesses. She advises and works with small businesses and entrepreneurs all over the State of Maine. She is a registered tax preparer with the IRS and has passed the Federal Income Tax Course.
Seats are limited: Register today!
To enhance learning and engagement, course sizes are small, so reserve your seat now.
To register and pay, click on the link below:
Questions, email or call:
QuickBooks is a versatile business tool that can be used for a variety of applications. It can be used to manage expenses, handle invoicing and payments, and even track time and inventory. Small and large business owners across the country use QuickBooks as a vital part of managing their company. However, QuickBooks can be difficult to fully understand.
With our software training, you’ll learn where to click and how to move around the software. Our goal is to get you comfortable with QuickBooks, so you are eager to begin using it for your small business. But we will go beyond teaching HOW to enter things in QuickBooks, to learn WHY you do things. This will increase your understanding and help you remember what you learned. You leave with more than just QuickBooks knowledge…you also learn more about accounting and business in general.
Ms. Barbee has many years of experience with QuickBooks and is credentialed in QuickBooks Pro. She has been certified by QuickBooks and is experienced in both online and desktop versions. As a trainer she is also a subject expert who can answer concerns and questions right away and, as a specialist, can share the benefit of her years of experience. Services can be adjusted based on the needs of the individual clients.
“Quick” Chats with Kitty
monthly forum supporting your QuickBooks experience
Regular check-ins and support are the foundation of a positive experience when using QuickBooks Online. It is more important than ever to have continuous conversations and to discuss challenges specific to your experience. This monthly call provides a platform to do just that. These sessions are designed to cover specific QuickBooks topics, but to also allow time for your specific questions. All classes are done live via Zoom and will be held on the 2nd Tuesday of each month. Login information will be provided after ticket purchase.
In a classroom setting you will receive real world and practical hands on training on the use of the tool and techniques for efficiency. You’ll receive immediate help and support with correcting mistakes and getting it right. Training will be both theoretical and practical while you are networking with other learners and sharing experiences.
Hands on training at your business and at your convenience. This training will be focused on your business and your learning style while using your business to learn with.
QuickBooks Set Up Services
We’ll provide Company Set Up Services and then train you on the fundamental tools you will utilize in QuickBooks. Spend your time focused on the features you need to learn, and we’ll do the upfront set up including Chart of Accounts, Customers, Vendors, and Product set up. Support to answer questions within 48 hours.
Please contact us for more information about these services.