Master QuickBooks Desktop with Live, Expert-Led Training

Tried self-learning QuickBooks but end up discouraged? Lack of helpful guidance can lead to frustration. Get real-time live & supportive training by enrolling in one of our upcoming online classes.

View Upcoming Classes

Learn Online - a More Affordable training option

Flexible classes built for busy professionals

Every live class is interactive and kept small so you can ask questions and get real answers. We've trained thousands of learners across multiple industries, and every instructor is a working practitioner with current, hands-on experience in the field they teach - not just a presenter simply reading from a script.

Simplify Your Job - Save Time - Reduce Errors

Learn and understand daily bookkeeping workflows, common practices, repeatable processes; all while simplifying your day-to-day tasks and helping you reduce and prevent costly and time consuming errors.


Same Great Training - Without the Travel Costs

Get the same curriculum, lesson plans, and real-world applications as our on-site courses—all from the convenience of your own location. By eliminating travel and on-site expenses, we’re able to offer high-quality, instructor-led training at a more affordable price.

Improve Your Confidence

Go from frustrated to confident in one of our upcoming online classes. Imagine working your job knowing the finances are accurate, organized, and always under control. Let us help you get your QuickBooks setup, cleaned up, & running efficiently.


Learn From Experience

Learn QuickBooks from helpful and experienced instructors who have been using and teaching it for decades. We know QuickBooks inside and out - and more importantly, we know how to make it easier for you to understand and navigate.

QuickBooks Desktop Edition

These upcoming online classes are for QuickBooks Pro, Premier & Enterprise Editions

  • Fully participate, ask questions, practice along with the instructor
  • Get clear, step-by-step help from live QuickBooks experts.
  • Master the software with real world examples throughout the training
If you need QuickBooks Online Edition

Learn how quickbooks can help you day to day

Upcoming QuickBooks Desktop Classes:

OUR CLASS SIZES ARE LIMITED AND KEPT SMALL TO ENHANCE YOUR LEARNINIG SO EARLY REGISTRATION IS ENCOURAGED

Sep 22 - 24, 2026

9am to 1pm Pacific


Your Desk, Your Office, Online Class


Quickbooks Pro, Premier, Enterprise

Register

Oct 6 - 8, 2026

9am to 1pm Pacific


Your Desk, Your Office, Online Class


Quickbooks Pro, Premier, Enterprise

Register

Oct 20 - 22, 2026

9am to 1pm Pacific


Your Desk, Your Office, Online Class


Quickbooks Pro, Premier, Enterprise

Register

Curriculum for the QuickBooks Desktop online classes

Note: While we do cover the lessons provided each day in the course manual, we are not limited to these topics and regularly expand upon them during each workshop to ensure that all of your questions are answered and your problems are solved. 

  • Day 1 - Lessons 1 - 5

    Lesson 1:  Getting Started:  Learn how to easily navigate Quickbooks and how each person can customize and create shortcuts for their own preferences and style.  Learn tips, tricks, and shortcuts.  Learn how to use forms, simplify your data entry, and gain confidence right away that you're doing things correctly.


    Lesson 2:  Learn how to setup your company and/or learn about the choices that were made when your company was initially set up.  Learn how to customize Quickbooks® and how to set preferences that are specific to your company and to your needs.   Learn how to make corrections, fix setup errors, and/or clean up your company without having to start over.


    Topic 3:  Working With Lists:  Add vendor & customer information into Quickbooks® lists; and learn how to fully utilize the customer, vendor, & employee centers.  Learn tips for managing the lists such as: sorting, merging, editing, hiding.  Learn how to add to, and edit, the Chart of Accounts.  Learn how to clean up older or incorrect list items and also how the use of these lists are the key to making Quickbooks run smoothly and efficiently.


    Topic 4:   Working w/Bank Accts:  Understand the difference between writing checks vs. entering & paying bills.  Record bank account entries such as: debit card transactions, hand written checks, phone payments, online banking, and bank transfers.  Learn about the reconciliation process; and learn shortcuts on how to reconcile quickly and efficiently.  Learn how to find reconciliation errors and how to correct them.


    Topic 5:  Using Other Accounts:  Introduction and light discussion on other account types in Quickbooks® such as assets, liabilities, and equity.  Learn how to track and record credit card purchases and reconcile them quickly.

  • Day 2 - Lesson 6 - 10

    Lesson 6:   Enter sales, track accounts receivable, learn how to work with the Quickbooks item list, how to memorize transactions, how to add price levels, how to apply discounts to customers, and also how to record sales for those of you who do not invoice customers.


    Lesson 7:   Receive money and make deposits correctly.  Handle partial payments, overpayments, prepayments, and NSF checks.  Apply credit memos and discounts easily.  Understand the purpose and usefulness of the undeposited funds account.  Learn about common deposit mistakes and how to correct them.


    Lesson 8:   Entering & paying bills.  Learn about different options for handling bills and expenses in Quickbooks; and how to pay bills quickly and efficiently.  Learn how to easily take discounts for early payments, and how to apply vendor credit memos.  Learn the various ways to track your company's expenses, and which option is the most efficient way for you.


    Lesson 9:   Reports: Fully and easily understand the possibilities of The Report menu in Quickbooks.   An in-depth and detailed discussion on the reports menu and the options available to you.  You will also learn how to easily find transactions and gain a better comprehension of the data that you input every day.


    Lesson 10:   Setting up and using Inventory in Quickbooks.  We will demonstrate the proper inventory setup as well as the correct workflow from the purchase order - to receiving the item(s) - to paying for the product.  Easily & accurately make inventory adjustments when & where needed, correct quantity errors, track backorders, and maintain accurate counts and value.

  • Day 3 - Lesson 11 - 15

    Lesson 11:  Track & Pay Sales Tax: Gain an understanding of sales tax tracking and how to correctly report & pay liabilities.  Learn how to properly apply sales tax to a customer and to an invoice.  Learn how to account for multiple tax agencies when and if needed.


    Lesson 12:   Payroll.  We will demonstrate the different payroll options offered by Intuit.  You will learn how to set up your employees and also how to setup your payroll items (those different line items that appear on an employee paycheck).  Learn how to add other additions to, and/or deductions from, an employee paycheck.  Learn how to pay your employees, remit tax liabilities, and how to file your tax forms. 


    Lesson 13:   Estimates & Progress Billing:  Learn how to create estimates and sales orders (aka bids, proposals, or quotes); as well as sub-customers and jobs.  Learn how to save time by copying and/or memorizing past estimates.  Learn how to turn your estimate into an invoice;  in full, or partially (progress invoicing).  Learn about the various project reports as well as job & project status. Learn how to create reports for time and expense tracking; and analyze profitability by job/project, or client/customer.  In Quickbooks Premier or Enterprise, learn how to create a purchase order directly from your estimate or sales order.


    Lesson 14:   Tracking Time & Job Costing:  Learn how to track and analyze time spent on a project, job, or client.  Learn how to use the Quickbooks timesheet (and other time tracking apps) to track your hourly employees and integrate it with your payroll.  Learn how to invoice a customer for time, reimbursable expenses, or mileage.


    Lesson 15:   Customize the Templates in Quickbooks:  Learn how to modify preset business forms & customize invoices, estimates, and more.  Add your company logo.  Create custom fields for your business forms and obtain better detail & analysis in your reports.  Design custom invoices & business forms specific to your company's needs.

quotesArtboard 1 copy 2

Thanks for a Great Class! I was apprehensive about taking a QuickBooks class online because of the interaction and keeping my attention for 3 days in front of a computer. I had worked in a pharma training department, as well as in a territory as a regional sales trainer, where we used online Go To Meeting training for all of our training and certification needs. I have attended over 100 online training sessions in my career and this is one of the best classes that I have ever attended! Cecilia Hayes' style allows student interaction along with real world examples based on your needs. She is a 'Guru'!  I look forward to taking advanced classes with her in the future." 

 - Kane H.

Oklahoma City

Our QuickBooks Classes Online are easy to join

Joining your live online training is easy. A week before your class, we'll email you everything you need - including your meeting connection links, easy-to-follow instructions, and course materials.


On the day of the training, simply connect from your home or office computer via the links provided, grab a notebook, and join your instructor online.


Your training is fully interactive, so you can participate as much as you'd like. Ask questions, request demonstrations, and ask for additional examples or clarification at any point throughout the course. Our instructors are here to make sure you understand the material and get the most from your training experience.

What do I need to join the course?

The only thing you need is a willingness to learn, a computer with high speed internet access, and a means of communicating with us during the training.  You do not need QuickBooks software on your computer during the training class, unless you wish to follow along with your instructor, which is optional and not required.

- Optional Hands On Choice

How do we communicate during the class?

For audio and communication during your training session, you can choose the method that works best for you. We want you to feel comfortable and confident interacting with your instructor throughout the course:


  • Your computer's included speakers and microphone, or
  • A headset with mic that can plug into your computer, or
  • You may use a telephone and call in (phone number provided in emailed instructions), or
  • You may opt to listen only via your computer speakers and type your questions into a provided chat box. 
  • Cameras are not needed - we do not use them during the trainings.


Before class begins, we’ll make sure everyone has a reliable way to communicate with us so that questions can be answered and assistance can be provided in real time.


Our goal is simple: to make sure you online training experience is as seamless, interactive, and personalized as possible.


Can we help further?

“Cecilia, you are a VERY good instructor.  I was nervous about taking a 'webinar', but you have definitely made me feel more comfortable.  Thank you for a great class and presentation.”

Claire

Missouri

“I want to tell you that you did a great job!  You were very patient, helpful and knowledgeable.  You responded to all questions and even said 'you're welcome' when thanked for your help.  I very much enjoyed your class.”

Kim B.

New York

“I want to tell you that yesterday's class was very informative and you are a great instructor. I have accounting experience, but for those who don't, you make it very easy to understand. Thank you.”

Pia

Maine

Master QuickBooks Desktop quickly and easily online - without taking two full days away from your work.

Instead of spending two full days in an online class, we divide the training into three convenient half day sessions, keeping each session to four hours or less. This give you the time to absorb the material, ask questions, and put what you learn into practice, without overwhelming your schedule.


Our experienced, patient, and friendly instructors are with you througout every session. We take the time to make sure you understand the material, answer your questions as they arise, and help you work through specific QuickBooks issues you may encounter. 


Whether you're starting from scratch, looking to improve your skills, or need help getting your QuickBooks company functioning efficiently, we're here to help you get up and running with confidence.


Have questions or want to learn more? Let us know how we can help and one of our instructors will get back to you as quickly as possible.


We look forward to helping you master QuickBooks Desktop and in achieving success with this program and with your job!



Overcome your obstacles - Gain Confidence - Become Proficient

Enroll in the next online Quickbooks Desktop class that fits your schedule

COMMON QUESTIONS

Have a question?  We'd love to help! 

  • What time does the Quickbooks class begin and end each day?

    Class begins each day at 9:00 am Pacific Time (12:00 pm Eastern time). We end by 1pm Pacific (or 4pm Eastern).  Please adjust for your time zone accordingly.

  • Is this an actual class? Or is it a self paced video lesson? Please explain.

    This is a live, instructor-led QuickBooks class that mirrors in-person classroom training in every way. You’ll receive a meeting link, outline, and guidebook the week before class. On the day of training, simply join the session and work alongside the instructor on a sample company IF you wish to practice along, which is not required. The instructor can provide you with your own sample company to use during the course if so. (Note: it is recommended that you have a 2nd monitor or computer if you wish to practice hands on - so that  you do not miss what your instructor is reviewing during her demonstrations. As well, cameras are not needed, nor used during the class).


    You can ask questions and participate just like in a regular classroom — using your computer’s microphone, a phone, a headset, or the chat feature. Everyone can hear one another, and questions are addressed in real time. This is a fully interactive experience, not a lecture nor a read-from-a-script presentation.

  • What do I need to join the training class?

    The only thing you need is a computer with a high-speed Internet connection (and the audio as mentioned above).  You do NOT need QuickBooks software to join the class. We will be connected to and working from the instructor's computer, which has a sample practice company to work from during the class.  However, if you do have Quickbooks installed on your computer (desktop), you can open it during the training and practice along with the instructor for the hands on experience. 

  • Does I need to be on my company file during the class?

    No, you will be linked to the Instructor's computer via a meeting company (GoToMeeting.com) and we will be working through the lessons on his/her computer. 

  • Who will be leading this course?

    All of our trainers are Intuit Certified ProAdvisors who must pass a series of annual tests set by Intuit to lead our QuickBooks training courses — both online and in-person. With years of experience teaching these classes, they are fully prepared to answer any question you may have.

  • Can I work from home? Or do I need to be in my office?

    You can work from wherever you like. You only need a computer, so if you wish to work from home, your office, or from the beach (as long as you have Internet connection at the beach); it is entirely up to you from where you wish to work and log-in to the meeting. This course is a very convenient way to learn and master Quickbooks without having to leave your home or office. 

  • Is there a registration deadline?

    There is no registration deadline. Please note, however, that we are on a first come, first serve basis and we limit the number of attendees in each class so that the best possible individual attention can be given and so we can ensure everyone's questions are answered; so early registration is recommended, as we do close each class when it reaches capacity.


  • I am brand new to Quickbooks. Do you offer follow up training?

    Yes, for those who are brand new to this software; if you feel you would like to take the class again after you've had a chance to practice and work with it, you may join any future Online class up to 6 months after your original training, at no additional charge. Simply email your instructor and let him/her know that you would like to take the course again, and you will be included in the meeting links for the next training class.  We call this our "refresher" course.

  • What is your cancellation policy?

    Your reservation for the course is only guaranteed upon receipt of payment in full. Refunds for cancellations can only be honored if the request is made 7 days prior to the class date. We offer our online classes once per month, so if you need to cancel after the 7 days prior, you can be placed the next month's class, no problem.

  • What if I can only attend Day 1 this month and need to complete the other days the following month?

    Not a problem. Just let your instructor know that you need to take one day this month and the second and/or third day the following month, and it shall be done.

  • Are there breaks given during the course?

    Yes, we take 1 break during the 4 hour training session; for about 10-15 minutes.