QuickBooks Training
QuickBooks is only as good as the people using it. We train owners and staff to record transactions correctly, reconcile accounts and run the reports that matter, using your own company file.
How Nelson & Associates handles QuickBooks Training
Generic training videos don't show how to handle your specific transactions. Our training sessions use your own QuickBooks file and focus on the tasks your team performs: invoicing and receiving payments, entering and paying bills, categorizing bank transactions, reconciling accounts, handling sales tax and running reports.
Training can be a single session or a series, in person at our Doral office or online. We provide written notes for your team and follow-up support for questions that come up later.
Who this is for
- Owners who want to understand their books
- Office managers and bookkeeping staff
- New employees taking over accounting tasks
- Businesses that just set up QuickBooks
- Teams that inherited messy processes
- Nonprofit staff and treasurers
Everything covered in our QuickBooks Training service
- Training needs assessment
- Sessions using your own company file
- Daily, weekly and monthly task checklists
- Bank feed and reconciliation training
- Sales tax and payroll workflow training
- Report customization and interpretation
- Written notes and procedures
- Follow-up question support
The paperwork behind QuickBooks Training
| Bank reconciliation | Matching your books to bank statements |
|---|---|
| A/R aging | Who owes you and how long overdue |
| A/P aging | What you owe and when it's due |
| Profit and loss by class | Results by department or location |
| Sales tax liability report | Amounts to report on your return |
What we’ll need from you
Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.
- QuickBooks access for trainer
- List of tasks each person handles
- Examples of transactions that cause confusion
- Current reports you rely on
How it works, step by step
Assess
We learn who needs training and on what.
Customize
We design sessions around your file and processes.
Train
Hands-on sessions, in person or online.
Support
Follow-up help as questions come up.
Why clients choose us for QuickBooks Training
Accountants, not just trainers
We set QuickBooks up the way your tax return and financial statements need it.
Industry-specific setup
Charts of accounts tailored to restaurants, contractors, practices and more.
Fast answers
Quick help when you're stuck, so small problems don't become big ones.
Clean books, lower fees
Well-kept books make year-end tax work faster and less expensive.
QuickBooks Training across the United States
From our Doral office we provide QuickBooks Training to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.
Services clients often pair with this
QuickBooks Setup
QuickBooks Online setup with a chart of accounts, bank feeds, products, sales tax and payroll configured for your business and your tax return.
Learn more QuickBooks ServicesQuickBooks Support (QuickAnswers)
Fast, accountant-level answers to your QuickBooks questions, so small problems never turn into big ones.
Learn more QuickBooks ServicesQuickBooks Cleanup (QuickTune-Up)
Fix messy, behind or inaccurate QuickBooks files: reconcile accounts, correct categories and catch up months or years of books.
Learn more Business Accounting & AdvisorySmall Business Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements that keep your business accurate, tax-ready and easy to manage.
Learn moreMore in QuickBooks Services
QuickBooks Training FAQs
5 answers to the questions clients ask most. Don’t see yours? Ask us directly.
Is training in person or online?
Both. You can train at our Doral office or online by screen share.
How long is a training session?
Most sessions run one to two hours. Many clients prefer a short series focused on different tasks.
Can you train my whole team?
Yes. We can train individuals or groups and tailor sessions to each role.
What if we have questions later?
We provide follow-up support, and our QuickAnswers service covers quick questions any time.
Do you offer QuickBooks Training outside Florida?
Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.
Talk to a CPA about QuickBooks Training.
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.