Yes. QuickTrainer works with businesses throughout the United States using secure remote technology and online meeting tools.
Most training, setup, cleanup, data review, and support services can be completed remotely, allowing us to work directly with you in your QuickBooks® software without the need for an in-person visit.
Remote sessions are personalized and one-on-one, so we can focus on your specific questions, workflow, and accounting needs. Whether you need help learning QuickBooks® Online, correcting existing problems, reviewing your data, or improving how your company uses the software, we can work with you from virtually anywhere.
QuickTrainer is based in Wilmington, NC, and also offers in-person assistance for clients in the local area when appropriate.
No. Although QuickTrainer is based in Wilmington, NC, we work with small and mid-size businesses throughout the United States.
Most of our services can be provided remotely, including training, setup, cleanup, data review, and ongoing support for QuickBooks® users. Remote sessions allow us to work with you directly, answer your questions, review your accounting workflow, and provide personalized guidance without requiring an in-person visit.
For businesses in the Wilmington area, in-person assistance may also be available when appropriate.
Whether your business is local or across the country, QuickTrainer can provide practical, one-on-one help tailored to your needs.
Yes. QuickTrainer works extensively with businesses using QuickBooks® Online and provides personalized training, setup, cleanup, data review, troubleshooting, and ongoing guidance.
We can help with everyday tasks such as Bank Transactions, reconciliations, invoicing, receiving payments, reporting, account setup, and correcting problems that may be affecting the accuracy of your financial information.
Whether you are new to QuickBooks® Online or have been using it for years, our goal is to help you use the software more effectively and with greater confidence.
Yes. QuickTrainer continues to assist businesses that use QuickBooks® Desktop when it remains the right fit for their accounting needs.
We can help with training, troubleshooting, file review, cleanup, reporting, reconciliations, and other day-to-day issues involving QuickBooks® Desktop.
If you are considering a move from QuickBooks® Desktop to QuickBooks® Online, we can also help you evaluate the differences and determine which option makes the most sense for your business.
Yes. QuickTrainer helps businesses identify and correct problems in existing QuickBooks® files, including duplicate transactions, incorrect account balances, reconciliation issues, improperly categorized transactions, and other accounting inconsistencies.
We begin by reviewing your data to understand what is causing the problem and determine what needs to be corrected. From there, we can help clean up the file, explain what was changed, and show you how to avoid the same issues in the future.
Cleanup services are available remotely to businesses throughout the United States, and in-person assistance may also be available in the Wilmington, NC area.
Yes. QuickTrainer can perform a detailed review of your QuickBooks® data before any cleanup work begins.
The review helps identify unusual balances, reconciliation problems, duplicate or incorrectly categorized transactions, accounts that may require attention, and other inconsistencies that could affect the accuracy of your financial information.
Once the review is complete, we can explain what we found, discuss recommended corrections, and help you decide what steps should be taken next. This gives you a clearer understanding of the condition of your accounting records before moving forward with cleanup or additional services.
Data review services are available remotely to businesses throughout the United States.
Yes. QuickTrainer can help identify and correct reconciliation problems in QuickBooks® software, including incorrect beginning balances, missing or duplicate transactions, changed or deleted reconciled transactions, and differences between your bank statement and accounting records.
We review the account activity to determine what caused the discrepancy and help correct the problem without creating additional accounting issues.
We can also explain the reconciliation process and show you how to avoid common mistakes going forward.
Yes. QuickTrainer can help identify and correct duplicate transactions in QuickBooks® Online or QuickBooks® Desktop.
Duplicate entries can occur for several reasons, including bank-feed activity, manually entered transactions, imported data, duplicated deposits, or transactions being added instead of matched.
We can review your accounting records, determine why the duplicates occurred, correct the affected entries, and help make sure related balances and reconciliations remain accurate.
We can also show you how to recognize common duplicate-transaction problems and use the proper workflow going forward so they are less likely to happen again.
Yes. QuickTrainer can help you properly use Bank Transactions and connected bank feeds in QuickBooks® Online.
We can assist with connecting bank and credit card accounts, reviewing downloaded transactions, finding matches, creating and managing bank rules, categorizing transactions correctly, and identifying duplicate or incorrectly added entries.
We can also help troubleshoot situations where the bank balance does not match QuickBooks® records or where transactions are missing, duplicated, or being posted incorrectly.
Our goal is not only to correct the immediate problem, but also to help you understand the proper workflow so you can manage Bank Transactions more accurately and confidently going forward.
Yes. QuickTrainer can help identify and correct problems with Accounts Receivable and Accounts Payable in QuickBooks® software.
Common issues can include unpaid invoices that should already be closed, customer payments applied incorrectly, duplicate bills, vendor credits, old outstanding balances, and transactions posted to the wrong accounts.
We can review the activity, determine what is causing the problem, and help correct the records so your receivables, payables, and financial reports are more accurate.
We can also show you the proper workflow for entering invoices, receiving payments, recording bills, applying credits, and paying vendors to help prevent similar problems going forward.
Yes. QuickTrainer can help you establish the proper workflow for creating invoices, receiving customer payments, using Undeposited Funds when appropriate, and recording deposits in QuickBooks® software.
We can show you how to apply payments to the correct invoices, group payments so deposits match the amounts received by your bank, and avoid common mistakes that can create duplicate income or inaccurate Accounts Receivable balances.
If Undeposited Funds contains an unexpected or old balance, we can review the activity, identify what caused the problem, and help correct the affected transactions when appropriate.
Yes. QuickTrainer can help you understand, customize, and use reports in QuickBooks® software so you can get more useful information from your accounting data.
We can assist with reports such as the Profit and Loss, Balance Sheet, Accounts Receivable, Accounts Payable, sales reports, expense reports, and other financial statements used to monitor your business.
We can also help customize reports by date range, account, customer, class, location, or other available filters so the information is easier to review and more relevant to your needs.
Just as importantly, we can help you understand what the numbers are telling you and identify areas that may need further review or correction.
Yes. QuickTrainer can review your QuickBooks® data, help identify the issues your accountant has raised, and assist with making the appropriate corrections.
Problems may involve account balances, reconciliations, duplicate or misclassified transactions, Accounts Receivable, Accounts Payable, Undeposited Funds, payroll-related entries, or other areas affecting the accuracy of your financial reports.
When possible, we can also work from a list of adjustments or concerns provided by your accountant or tax professional. Our goal is to help get your accounting records into better shape while making sure you understand what was corrected and why.
Yes. QuickTrainer can help review and troubleshoot payroll-related accounting issues that affect your QuickBooks® records.
This may include payroll transactions posting to the wrong accounts, payroll clearing-account problems, differences between payroll reports and bank activity, duplicate entries, incorrect journal entries, or payroll information imported from third-party providers.
We can review how payroll activity is flowing into your accounting records, identify where the problem may be occurring, and help correct the accounting setup or workflow when appropriate.
For payroll tax filings, payroll compliance, or legal employment questions, we recommend working directly with your payroll provider, tax professional, or other qualified advisor.
Yes. QuickTrainer can help you understand and properly use the sales tax features in QuickBooks®.
We can assist with reviewing sales tax settings, taxable products and services, customer tax information, sales tax reports, and the process for recording sales tax payments. We can also help identify problems caused by incorrect setup, misclassified transactions, or prior sales tax entries.
If something does not look right, we can review the activity and help determine what may need to be corrected before you move forward.
Because sales tax requirements vary by state and situation, QuickTrainer focuses on helping you use QuickBooks® correctly and maintain accurate accounting records. Questions involving tax law or filing requirements should be confirmed with the appropriate tax professional or taxing authority.
Yes. QuickTrainer provides ongoing bookkeeping services for businesses using QuickBooks® software.
Services can include transaction categorization, bank and credit card reconciliations, monthly financial reporting, account review, and ongoing guidance to help keep your accounting records accurate and organized.
Because every business is different, bookkeeping services can be tailored to your needs, whether you require regular monthly assistance or more limited ongoing support.
QuickTrainer works with small and mid-size businesses in Wilmington, NC and throughout the United States.
Yes. QuickTrainer, Inc. provides personalized setup services for QuickBooks® users and can help build your file from the ground up.
We’ll work with you to understand how your business operates and help configure key areas such as your chart of accounts, customers, vendors, products and services, bank and credit card accounts, beginning balances, and other settings that may be important to your business.
Our goal is to help you start with an organized foundation and a QuickBooks® file that supports the way your business works.
QuickTrainer’s one-on-one training is personalized around your business, your experience level, and the areas where you need the most help.
Rather than following a generic class outline, we focus on the tasks and workflows you actually use in QuickBooks® software. Training can include topics such as Bank Transactions, reconciliations, invoicing, receiving payments, reports, account setup, and other day-to-day accounting processes.
Our standard one-on-one class includes five hours of personalized instruction, typically divided into 1- to 2-hour sessions and scheduled around your availability.
Training is usually provided remotely, allowing us to work with businesses throughout the United States. In-person sessions may also be available in the Wilmington, NC area.
Training is live and one-on-one; it is not a prerecorded or self-paced course.
Yes. QuickTrainer’s training is customized around your business, your industry, your experience level, and the way you use QuickBooks® software.
Instead of teaching from a one-size-fits-all lesson plan, we focus on the areas that matter most to you. That may include invoicing, receiving payments, Bank Transactions, reconciliations, reporting, account setup, expense tracking, or other workflows specific to your business.
We can also use your actual QuickBooks® file during training when appropriate, which makes the instruction more practical and easier to apply to your day-to-day work.
The goal is to meet you where you are and help you become more comfortable, efficient, and confident using QuickBooks® software.
Topics may include:
Navigating QuickBooks® software
Setting up and organizing your chart of accounts
Customers, vendors, products, and services
Invoicing and receiving payments
Entering and managing expenses
Bank and credit card transactions
Categorizing and matching downloaded transactions
Reconciliations
Accounts receivable and accounts payable
Financial reports, including Profit and Loss and Balance Sheet
Sales tax, when applicable
Fixing common mistakes and improving existing workflows
Tips and best practices for using QuickBooks® software more efficiently
Most importantly, we focus on the topics that matter to you. If you have specific questions, problem areas, or workflows you want to understand better, we’ll build those directly into your training.
Absolutely. Our one-on-one training is a great fit whether you’re brand new to QuickBooks® software or already have experience using it.
We like to say, “We’ll meet you where you are in your knowledge of QuickBooks® software and accounting.”
Know nothing about QuickBooks® software? We’ve got you.
Know quite a bit already? We’ve still got you.
The same applies to accounting. Whether you have little to no accounting background or years of experience, we’ll tailor the training to your current knowledge, your business, and the areas where you need the most help.
Yes. QuickTrainer can provide personalized training for employees who use QuickBooks® software as part of their day-to-day responsibilities.
Training can be tailored to each employee’s role and experience level, whether they work with invoicing, receiving payments, Bank Transactions, reconciliations, reporting, expense entry, or other accounting tasks.
We focus on the specific workflows your team actually uses so employees can work more accurately, efficiently, and confidently. Training can also help establish consistent procedures and reduce errors caused by different users handling transactions in different ways.
Employee training is available remotely to businesses throughout the United States, with in-person sessions available in the Wilmington, NC area when appropriate.
Payment is required in advance to reserve your training time. Because your sessions are scheduled specifically for you, prepayment confirms your appointment and secures your training hours.
QuickTrainer accepts Visa, MasterCard, American Express, Discover, checks, and cash.
Jim Merritt has been helping businesses with QuickBooks® software since 2001, and QuickTrainer, Inc. opened its doors in September 2006.
Since then, QuickTrainer has helped businesses with personalized training, setup, cleanup, data review, bookkeeping, troubleshooting, and accounting guidance.
Based in Wilmington, NC, we work with businesses locally and throughout the United States.