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Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

Why choose one-on-one attention instead of taking a class?

  • We focus on the individual issues facing your business.
  • We will be there to answer your specific questions and concerns.
  • No need to spend time on features that don't impact your business!

 

Training is offered for $110 per hour or in the fixed rate packages listed below.  All the prices listed are for training in one of our offices.  If you need on-site training, please contact Brenda at 740-286-2062 or bsharp@3cscpa.com.

 

The Works - $850

An eight hour day of training customized to fit your needs.

 Basic training package - $250

Approximately one and a half hours initially to cover the basics and a half hour follow up session a few weeks later. 

  • Customize user preferences to make QuickBooks work the way you do.
  • Teach you to maintain the chart of accounts
  • Teach you to add customers and vendors
  • Teach you to write checks, make deposits, and transfer funds.
  • A follow-up session to teach you how to reconcile bank accounts and trouble-shoot any posting issues you have encountered.

 

Accounts receivable training - $110

Whether you are a new business or simply want to begin using more features in QuickBooks, we can teach you to use the following features in the accounts receivable module.

  • Customize your invoices and other forms by adding your logo, changing fonts, and adding, moving, or deleting columns and boxes. 
  • Set up and maintain items
  • Prepare invoices and credit memos.
  • Receive and deposit payments.
  • Run reports to monitor your receivables.

     

Accounts payable training - $55

In a short amount of  time we can teach you to:

  • Enter bills and vendor credits.
  • Pay bills and apply discounts & credits.
  • Run reports to monitor your payables.

 

Payroll preparation package - $175

This training normally accompanies the preparation of an actual payroll.  We can teach you how you should:

  • Add and maintain payroll items.
  • Add and maintain employees
  • Prepare payroll
  • Pay payroll liabilities.

 

Payroll tax and reporting package - $175

If your employee has a basic understanding of payroll tax reporting, we can train them to prepare the payroll taxes using QuickBooks.  This includes training them to:

  • Prepare quarterly and annual federal payroll tax reports
  • Prepare quarterly and annual Ohio payroll tax reports
  • Prepare quarterly and annual payroll tax reports for Ohio municipalities.

If the employee does not have any experience preparing payroll taxes, we can still train them to prepare the reports in QuickBooks.  However, there will be an additional fee of $110 to cover the additional training time needed to teach them about the various reports.

 

Company credit card - $55 - If you have a company credit card, we can train your bookkeeper on the proper method of:

  • Posting credit card charges
  • Posting returns/credits
  • Reconciling credit card statements

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