Basic QuickBooks Training Course
$2,750
Course Fee
Training
QuickBooks Training Services Built for Real-World Business Needs
Master QuickBooks with our structured, expert-led training for beginners and professionals.
Whether you're new to QuickBooks or need help training your team, Ontrack offers expert-led training programs designed to teach practical, day-to-day QuickBooks usage. From our hands-on Basic Course to custom training paired with setup or cleanup, we make sure you’re confident using QuickBooks for your business.
Our QuickBooks Training Options
Our most popular foundational program – 10 hours, 8 sessions.
Format: Live Zoom or In-Person | One-on-One or Small Group
Hands-on: Use a sample company or your own QuickBooks file
1. Homepage & Navigation
Explore the interface and essential menu functions
2. Vendor Center (Part 1)
Purchasing workflows, expense entry, bill payment
3. Vendor Center (Part 2)
Form settings, 1099s, preferences, navigation tips
4. Customer Center (Part 1)
Receivables, invoices, customer payments
5. Customer Center (Part 2)
Job estimates, emailing, customizing forms
6. Lists & Chart of Accounts
Item list, memorized transactions, active lists
7. Banking
Bank feeds, reconciliation, undeposited funds
8. Reports
AR, AP, sales and purchase reports
Note: This course provides general QuickBooks knowledge, not personalized setup. For customized support, see below.
Additional Training Options
Learn more about Consultation Services or Bookkeeping Support if you need help with setup or daily operations.
Advanced Training
Dive deeper into multi-entity, inventory, and class tracking setups. Ideal for teams managing more complex workflows.
Custom Training
Tailored to your business model, staff roles, or specific reporting needs. Designed around your live QuickBooks file.
Training + Setup
Includes full QuickBooks file setup + training sessions for you and your team.
Training + Cleanup
We clean up your file, then train your team on proper usage, workflows, and maintaining clean records.
Why Clients Choose Ontrack for Training
Certified QuickBooks ProAdvisors with 15+ years of experience
Real-world training scenarios using your own file or a sample company
Live, interactive, and fully hands-on
Trusted by accounting teams, business owners, and nonprofits alike
Questions?
We’ve Got You Covered
Do I need consulting if I already have a bookkeeper?
Yes. Most bookkeepers focus on day-to-day transactions. Our consulting services address deeper issues—like reporting structure, system optimization, and long-term financial strategy.
Can you migrate my books from another platform to QuickBooks?
A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.
Do you support both QuickBooks Online and Desktop?
A bookkeeper handles day-to-day entries. A controller ensures accuracy, produces in-depth financial reports, and oversees financial strategy. They’re the bridge between bookkeeping and CFO-level decision-making.
Client Results.
That Speaks for Themselves.
Ready to master QuickBooks?
Yes. Most bookkeepers focus on day-to-day transactions. Our consulting services address deeper issues—like reporting structure, system optimization, and long-term financial strategy.