Whether you're brand new to QuickBooks® software or have been using it for years, QuickTrainer provides personalized, one-on-one training designed around your business, your experience level, and the areas where you need the most help.

Instead of following a generic classroom curriculum, we focus on the tasks and workflows you actually use in your business. Training is live, practical, and tailored to you.

QuickTrainer is based in Wilmington, NC and provides remote training to businesses throughout the United States. In-person training may also be available in the Wilmington area.

Schedule Your QuickBooks Training

Every business uses QuickBooks® software differently, which is why QuickTrainer does not take a one-size-fits-all approach to training.

We begin by learning about your business, your responsibilities, and the areas where you need the most help. From there, your training is customized around the tasks and workflows you actually use.

That may include invoicing, customer payments, Bank Transactions, reconciliations, reporting, Accounts Receivable, Accounts Payable, expense tracking, sales tax, or other day-to-day accounting processes.

You can ask questions as we go, work through real situations from your business, and spend more time on the areas that matter most to you.

Our goal is to help you understand not only what to do in QuickBooks® software, but also why you are doing it—so you can work more accurately, efficiently, and confidently.

QuickTrainer’s standard one-on-one training includes five hours of personalized instruction, focused on the areas that matter most to your business.

Rather than completing all five hours at once, training is typically divided into 1- to 2-hour sessions and scheduled around your availability. This gives you time between sessions to practice what you’ve learned, apply it to your day-to-day work, and bring back additional questions.

Because the training is one-on-one, we can spend more time on the topics where you need help and move more quickly through areas you already understand.

Training is live, practical, and customized to you. It is not a prerecorded or self-paced course.

Our goal is to make each session useful, manageable, and directly relevant to the way you use QuickBooks® software in your business.

Because QuickTrainer’s training is personalized, we focus on the areas that are most relevant to your business and the way you use QuickBooks® software.

Getting Started & Setup

• Navigating QuickBooks® Online

• Setting up and organizing your Chart of Accounts

• Working with customers and vendors

• Products and services

• Understanding basic accounting concepts

→ Starting a new QuickBooks® file? Our QuickBooks® Setup Services can help you build the accounting foundation correctly before training begins.

Banking & Daily Transactions

• Bank Transactions and connected bank feeds

• Creating and managing Bank Rules

• Matching and categorizing downloaded transactions

• Bank and credit card reconciliations

• Tracking income and expenses

Customers, Vendors & Payments

• Creating invoices

• Receiving customer payments

• Using Undeposited Funds

• Recording deposits

• Entering and paying bills

• Accounts Receivable

• Accounts Payable

Reports, Sales Tax & Workflow

• Profit and Loss reports

• Balance Sheet reports

• Customizing reports

• Sales tax features

• Payroll-related accounting workflows

• Correcting common data-entry mistakes

• Improving your day-to-day workflow

You do not need to cover every topic. We’ll concentrate on the areas where you need the most help and move at a pace that works for you.

If you have a specific problem or workflow you want to address, we can build part of your training around that as well.

If you are new to QuickBooks® software or accounting, you are in the right place.

QuickTrainer’s one-on-one training is designed to meet you where you are. You do not need prior accounting experience, and you do not need to already understand how QuickBooks® works.

We can start with the basics and build from there, including how to navigate the software, enter everyday transactions, work with customers and vendors, manage Bank Transactions, reconcile accounts, and understand the reports you rely on to manage your business.

Because the training is personalized, you can ask questions as they come up and spend extra time on the areas that are unfamiliar or confusing.

Our goal is to make QuickBooks® software feel less intimidating and help you understand not just where to click, but why the process matters.

By the end of your training, you should feel more comfortable using the software, more confident in your day-to-day workflow, and better prepared to keep your accounting records accurate.

Already comfortable using QuickBooks® software? Personalized training can still help you improve your workflow, solve problems, and make better use of features you may not be using effectively.

QuickTrainer can focus on the areas where you want to go deeper, including more advanced Bank Transactions, reconciliation issues, reporting, Accounts Receivable, Accounts Payable, workflow improvements, data cleanup, and troubleshooting.

If you are unsure whether the information in your QuickBooks® file is accurate, our QuickBooks® Data Review Service can also help identify unusual balances, reconciliation issues, duplicate transactions, and other areas that may need attention.

We can also review the way you currently use QuickBooks® software and help identify more efficient ways to handle recurring tasks, reduce errors, and improve consistency.

Because the training is one-on-one, we can move quickly through areas you already understand and spend more time on the topics that are most important to you.

Whether you want to sharpen your skills, correct a problem, or simply become more efficient, the training is built around your experience and your business.

QuickTrainer can also provide personalized training for employees who use QuickBooks® software as part of their day-to-day responsibilities.

Rather than giving every employee the same generic instruction, we can tailor the training to the tasks each person actually performs. That may include invoicing, receiving payments, entering bills, Bank Transactions, reconciliations, Accounts Receivable, Accounts Payable, reporting, expense entry, or other accounting workflows.

Employee training can also help create more consistent procedures across your business. When everyone follows the same process, it can reduce mistakes, improve efficiency, and make your accounting records easier to manage.

Training is live and one-on-one, allowing employees to ask questions and work through real situations that are relevant to their role.

Whether you are training a new employee or helping an experienced team member improve their skills, QuickTrainer can provide practical guidance tailored to your business.

You do not need to be located in Wilmington, NC to work with QuickTrainer.

Most one-on-one training is provided remotely, allowing us to work with businesses throughout the United States from the convenience of their own office or workspace.

Remote sessions are live and personalized. We can work with you directly, answer questions as they come up, and focus on the QuickBooks® tasks and workflows that are most important to your business.

Because the training is remote, there is no travel time and no need to wait for an in-person appointment. Sessions can be scheduled around your availability and divided into manageable 1- to 2-hour blocks.

For clients in the Wilmington, NC area, in-person training may also be available when appropriate.

Whether you are across town or across the country, QuickTrainer can provide practical, one-on-one guidance tailored to the way you use QuickBooks® software.

QuickTrainer combines practical accounting experience with personalized, one-on-one guidance designed around the way your business actually works.

We do not believe in rushing through a generic lesson plan or overwhelming you with accounting jargon. Instead, we take the time to understand your business, your experience level, and the areas where you need the most help.

Jim Merritt has been helping businesses with QuickBooks® software since 2001, and QuickTrainer, Inc. opened its doors in September 2006. That experience allows us to help both beginners and experienced users understand not only how to use the software, but also how their day-to-day entries affect the accuracy of their accounting records and financial reports.

Clients choose QuickTrainer because we offer:

• Personalized, one-on-one training

• Practical explanations in plain language

• Flexible 1- to 2-hour training sessions

• Training built around your business and workflow

• Remote assistance for businesses throughout the United States

• In-person availability in the Wilmington, NC area when appropriate

• Help for both QuickBooks® Online and QuickBooks® Desktop users

• A focus on accuracy, efficiency, and long-term understanding

Our goal is simple: help you feel more confident using QuickBooks® software, reduce avoidable mistakes, and give you back more time to focus on running your business.

If you are ready to become more confident and efficient using QuickBooks® software, QuickTrainer can provide personalized one-on-one training built around your business and your needs.

Schedule Your QuickBooks Training

You can also:

📞 Call QuickTrainer at 910-338-0488
📧 Email: [email protected]
🌐 www.qti-wilmington.com

QuickTrainer, Inc. is an independent QuickBooks® consulting and training company and is not affiliated with or employed by Intuit Inc. Intuit and QuickBooks® are trademarks and/or service marks of Intuit Inc.