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
1 hr 15 min
2. Vendor Center (Part 1)
Purchasing workflows, expense entry, bill payment
1 hr 30 min
3. Vendor Center (Part 2)
Form settings, 1099s, preferences, navigation tips
1 hr 15 min
4. Customer Center (Part 1)
Receivables, invoices, customer payments
1 hr 15 min
5. Customer Center (Part 2)
Job estimates, emailing, customizing forms
1 hr 30 min
6. Lists & Chart of Accounts
Item list, memorized transactions, active lists
45 min
7. Banking
Bank feeds, reconciliation, undeposited funds
1 hr 45 min
8. Reports
AR, AP, sales and purchase reports
45 min
Note: This course provides general QuickBooks knowledge, not personalized setup. For customized support, see below.
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.
Additional Training Options
Learn more about Consultation Services or Bookkeeping Support if you need help with setup or daily operations.
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 Answers
Is this training for QuickBooks Online or Desktop?
Both! Let us know your version when booking, and we’ll tailor the training accordingly.
Is the training one-on-one or group-based?
It can be either. Most business clients prefer private or small-group sessions to focus on their actual use cases.
Can I book just one session instead of the full course?
Yes. Custom training is available by the hour. The full 10-hour course offers the best structure and value.
Will I learn how to set up QuickBooks in this course?
This course teaches functionality, not initial setup. For setup support, see our Consultation Services.
Client Results
That Speak for Themselves
Ready to master QuickBooks?
Let us know if you'd like to register. We'll send over the agreement via Anchor and schedule your sessions.