Training for QuickBooks

What do you wish you could do with QuickBooks?

Are you overwhelmed by the features Quickbooks offers? Are you familiar with the basics, but want to learn how to unlock its full potential? Training for QuickBooks can get you there!

Need training? Give us a call.

Training with a pro can greatly reduce your learning curve.

Many companies getting started with Quickbooks struggle with set up and learning how to use it. There are so many nuances to using it correctly. Clients who have been working with it for a while wonder if there’s more it could do. There is.

We live in the world of Quickbooks every day and know every nook and cranny.

You’ll make fewer mistakes that can cost you lost time and money and reduce the frustration of trying to figure it out on your own.

The quicker your staff learns how to use a new system, the sooner productivity gains will be seen. We have found that end user QuickBooks training is more effective if it is tailored to your organization’s use of the software.

What we cover

Our Training for QuickBooks focuses on lessons which include:

The purpose of the software
Tasks the user will complete
How your new software differs from previous versions or products
Changes in the business process with use of your new software
Solving problems the end user may encounter in real time

End user manual/workflow documentation is provided for ongoing support and reference.

Have a question about what we cover? Contact us and talk to a QuickBooks training expert.

Training methods

There are different methods to deliver training. We tailor your training to be the most effective for your business.

One-on-one hands-on instruction: The instructor walks the individual through the process of performing tasks using your own live files. We work with them to resolve issues and answer questions as they navigate the system
Classroom hands-on training: The instructor shows a group of users how to use the system in a classroom/lab setting
Seminar style classroom training: The instructor teaches users how to perform common tasks in a live demonstration
Remote training: We conduct trainings when team members are not on premises or can’t attend live classes

Our PNATC consultants not only teach your team how to use new technology, but train them on how to utilize new software to increase productivity, performance and enhance the business process.

Get training in:

Navigating the QuickBooks system
Account setup, payroll, inventory, reports, reconciliation and much more
Understanding accounting principles
Entering transactions
Learning new tips and tricks to work more efficiently
Generating custom reports

…and much more

QuickBooks Training in classroom setting

"5 Stars! Presti & Naegele’s expertise was instrumental in allowing us to utilize QuickBooks more efficiently. Their QuickBooks knowledge (Quickbooks Gurus!!) coupled with their accounting firm background proved to be a pleasure to work with. Andy made us feel as if we were his only client!"

"I attended a webinar led by Kristin. In spite of the less than exciting subject QuickBooks for Beginners, she engaged all of us small business owners with a dynamic presentation. The material was covered in a very thorough, yet easy to understand way and questions by attendees were quickly responded to. I already had some experience with QB but learned valuable tips throughout the workshop. Highly recommended!"

"Not only is Kristin an exceptional presenter on QuickBooks, she is thoughtful and responsive to her students needs. Her presentation was a helpful introduction to QB and she has provided 1:1 support several times as follow up. Kristin is always willing to get on the phone to walk through challenges and provide support and solutions. I will work with Kristin as much as I can! I recommend her wholeheartedly!"

Quickbooks Pro Advisor certification Badges