QuickBooks Training and Support

Services /

QuickBooks Training & Support

Empower your team with practical, hands-on QuickBooks training

As a Certified QuickBooks ProAdvisor and Public Finance Accountant, we provide customized QuickBooks training and ongoing support for business owners, office managers, accountants, and bookkeepers. Whether you’re just getting started or want to improve your existing workflows, our training helps you master QuickBooks efficiently — with confidence and clarity.

What this service includes

Personalized Training Sessions

One-on-one QuickBooks training tailored to your actual company file and workflows

Group training for staff and bookkeepers

Remote screen-sharing sessions

Ongoing remote support and troubleshooting

Comprehensive Training Topics

Navigating QuickBooks Online efficiently

Setting up and managing customers, vendors, and chart of accounts

Creating invoices, bills, payments, and deposits

Reconciling bank and credit card transactions

Managing inventory, classes, and projects

Running and customizing financial reports

Setting up automations and integrations

Troubleshooting and QuickBooks best practices

Ongoing Support Options

Email and chat support for day-to-day questions

Quick fixes and troubleshooting (errors, sync issues, duplicate transactions, etc.)

Recorded session access & step-by-step guides

Optional monthly or quarterly follow-up sessions

Why QuickBooks Training Matters

QuickBooks is powerful — but only when it’s used right. Training your team helps eliminate common mistakes, speed up your bookkeeping tasks, and ensure your reports reflect your true business performance.

Benefits of professional QuickBooks training:

Increased confidence — your team can manage QuickBooks without fear of “breaking” something.

Better accuracy — avoid errors that cause reconciliation and reporting issues.

Time savings — fewer questions, faster workflows.

Reduced dependency — empower your staff instead of relying on outside help for small fixes.

Real-world insights — learn how to apply QuickBooks features to your unique business.

Pricing & Packages

Hourly Training Session

$75/hour — customized to your QuickBooks version and needs.
Includes personalized one-on-one training, screen-share, and post-session notes.

Recurring Training Plans(Discounted)

Ideal for teams who need continuous learning or multiple sessions:

4-hour monthly plan — $280 ($70/hour)

8-hour monthly plan — $520 ($65/hour)

12-hour monthly plan — $720 ($60/hour)

Custom training bundles and enterprise programs are also available.

Before You Purchase

We tailor every training session to your actual QuickBooks setup. Please book a free consultation first — we’ll discuss your business, team skill level, and goals to design a training plan that fits perfectly.

🛡️Our Satisfaction Guarantee & Ongoing Support

We’re committed to your success.
If you’re not 100% satisfied with the training session, we’ll provide an additional 30 minutes of support — free of charge.

You’ll also get:

Email support for training-related questions

Access to guides, checklists, and training materials

7-day post-session troubleshooting support

How Our QuickBooks Training Works

We make getting started with QuickBooks simple and stress-free. Here’s what happens after you book your session:

Discovery & Consultation

We discuss your business workflow, challenges, and training needs.

Custom Training Plan

We design a session outline based on your version (Essentials, Plus, or Advanced) and business type.

Live Training Session

One-on-one or group training through screen sharing — fully interactive and practical.

Follow-up Resources

After the session, you receive a summary, quick reference guide, and optional recording (if permitted).

Ongoing Support

Need help later? We offer 7 days of follow-up support and discounted refresher sessions.

Why Choose Us

We specialize in professional QuickBooks training, supported by expert setup and customization for small and growing businesses. As Certified QuickBooks ProAdvisors, we don't just offer technical expertise; we bring over 15 years of real-world accounting experience to your team.
Our mission is to empower you and your staff to manage QuickBooks with total confidence, ensuring your bookkeeping is accurate, organized, and perfectly aligned with your business goals.

What makes us different

Certified QuickBooks Expertise

Trained and Certified by Intuit as a QuickBooks ProAdvisor — with over 15 years of accounting and training experience.

Industry-Specific Guidance

We understand the unique QuickBooks needs of retail, construction, nonprofit, e-commerce, and service-based businesses.

Hands-On, Practical Training

We focus on real tasks — not theory — so you can apply everything immediately..

Bespoke Setup

We don’t use one-size-fits-all templates — every setup is tailored to your industry, workflow, and reporting needs.

Secure Data Handling

You never need to share full login credentials; work is performed through secure accountant access and industry-standard practices.

Trusted by 200+ Businesses

Our clients across the USA, UK & Canada rely on us for ongoing QuickBooks education and support.

Guaranteed Satisfaction and Support

If you’re not 100% satisfied with the training session, we’ll provide an additional 30 minutes of support — free of charge.

Ongoing Options

If you prefer ongoing bookkeeping, training, or report customizations, we offer flexible monthly plans and hourly support.

Flexible Scheduling

Choose your preferred time zone, frequency, and training duration.

The Result: Your Team, Empowered

A confident, capable team—managing QuickBooks efficiently, saving hours every week, and keeping your books accurate and reliable year-round.

Testimonial