Training For quickbooks online
Our goal is to help clients feel confident and capable when taking on the responsibility of managing their own bookkeeping, even if they are new to using Quickbooks Online. To make the learning process more efficient, we offer specialized training that can help condense the time it takes to learn the software. Here's a step-by-step breakdown of how our training program works:
First, we will review any Quickbooks files you have on hand, and if you need help choosing the right product for your business, we can assist with that too. Reviewing your files will help us identify any errors or issues that need to be addressed, and we will provide you with the results of our review.
Next, we will schedule a phone or video call to discuss the information we've gathered and determine what additional support you need moving forward. During this call, we will answer any questions you have and ask any questions that can help us tailor the training to your specific needs. We will then schedule your first training session.
Our training program is flexible and designed to meet your needs. Typically, there are three to four sessions, each lasting about an hour. During these sessions, we will have you navigate through Quickbooks while we provide click paths and explanations of the functions and tools we are teaching. We will also provide you with short assignments to practice what you've learned, and we encourage you to take notes on any mistakes you make so we can discuss and correct them.
We will follow up with you on your assignments to check your progress and answer any questions you have. Then, we will provide a brief explanation of the next training lesson and schedule your next session.
Once you've learned all the tools, functions, and bookkeeping processes you need to maintain your books, your training will be complete! We will also offer a free follow-up session to answer any questions you may have or to help you review whatever you need. If you're still unsure about managing your books on your own, we offer a discount on our Bookkeeping Services after training.
As for the cost of our specialized training program and how to schedule your sessions, we can provide you with more information when you contact us directly. We're happy to discuss the details of our program with you and help you get started on the path to confident bookkeeping.