Download Your QuickBooks Online Success Checklist — Free!

QuickTrainer, Inc. has been helping businesses use QuickBooks® software more effectively since 2006, providing personalized training, setup, cleanup, data review, and bookkeeping support to clients locally and nationwide.

Our personalized training package includes five hours of one-on-one instruction, typically divided into manageable 1- to 2-hour sessions. Sessions are scheduled around your availability, allowing you to learn at a comfortable pace without feeling overwhelmed.

Our one-on-one training for QuickBooks® users is typically conducted virtually. Because we work with clients across the country, virtual sessions provide the most convenient and flexible way to meet.

If you’re located in the Wilmington, NC area, we’d also be happy to meet with you in person at your office or home, based on availability.

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.

Your training is customized around your business, your experience level, and the areas where you need the most help. Because every business is different, we don’t follow a rigid, one-size-fits-all curriculum.

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.

Yes! Since we have scheduled a time slot for your class, we want to ensure you have a vested interest in your learning experience.

Cash and Checks, but that hardly ever happens. :-)

Visa, MasterCard, American Express & Discover.

Yes. QuickTrainer, Inc. provides personalized setup services for QuickBooks® users and can help you 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.

Absolutely! While approximately 95% of our clients have moved to QuickBooks® Online, we understand that QuickBooks® Online may not be the best fit for every business.

QuickTrainer, Inc. remains committed to supporting clients who use both QuickBooks® Online and QuickBooks® Desktop. We’ll work with you based on the version that best fits your business, your workflow, and your accounting needs.