If you are using the online version of Quickbooks see this link.
Who Should Attend Mastering QuickBooks?
New Users: Become a confident user. Discover everything that QuickBooks can do for you. Don't waste time through trial and error learning. Master the fundamentals with our Mastering QuickBooks training course. If you want to reduce frustration and increase accuracy, then this QuickBooks class is for you!
Experienced Users: Solve your toughest problems by spending 2 days at our QuickBooks class with a QuickBooks training expert who can answer all your questions...GUARANTEED! Your QuickBooks class instructor stays until ALL your questions are answered. Make sure you are doing things right. Discover the most accurate and efficient way to use QuickBooks. And if you've upgraded, learn the secrets to using the new QuickBooks features.
Endorsed by QuickBooksReal World Training is the only ENDORSED QuickBooks training company endorsed by Intuit...the maker of QuickBooks. Here's what Intuit says about Mastering QuickBooks...
"As a valued QuickBooks user, we want you to get the most from our software. We reviewed the training options available and chose Mastering QuickBooks as the most POWERFUL QuickBooks training available, by far. Our Official Seal of Endorsement was awarded to Mastering QuickBooks. We recommend you use their QuickBooks training to get the most out of QuickBooks".
-Intuit, Creators of QuickBooks
5 Reasons to attend the Mastering QuickBooks class!
1-Learn to Use QuickBooks with Confidence!You get confidence. Our customers come to our QuickBooks classes for many reasons. But they all want the same result...CONFIDENCE. They want confidence their numbers are right, they're doing a good job, and they're productive and efficient. And they want to feel confident in the decisions they make. The Mastering QuickBooks class is simply the best way to gain the confidence you need...and deserve.
2-We Make Learning Quick & EasyYou get power. We know that time is money, which is why our Mastering QuickBooks training is designed to get you "up and running" on QuickBooks the quick and easy way. How do we do it? By using proven training techniques that have taken years to master so that you can take advantage of the power and flexibility of QuickBooks.
3-We've Taught 1,000,000 Users (just like you)You get results. We're America's largest QuickBooks training company! We've taught more than 1,000,000 users how to get the most out of QuickBooks. We're also proud of the fact that our student approval rating for our QuickBooks courses is higher than 99%. But, that's no surprise when you consider our QuickBooks training instructors have consulted businesses just like yours and we have a passion for teaching QuickBooks.
4-We Offer a No-Risk GuaranteeYou get quality. We're so sure you'll Master QuickBooks with our QuickBooks classes, QuickBooks courses, and QuickBooks seminars...we guarantee it. If, after attending the first half of the first day of any of our QuickBooks classes, you are dissatisfied for any reason, return your materials to the instructor and you'll receive a full refund.
5-We Offer the Best Training at the Best Price!You get it all. QuickBooks training is all we do! Whether you attend our live QuickBooks classes or order our QuickBooks courses on CDs or DVDs, you get a true QuickBooks training expert to teach you...at a fraction of the cost for a consultant or CPA.
Here's what you learn in Mastering QuickBooks...
Day 1Get Started
- Set up your company
- Move around QuickBooks...EFFICIENTLY
- Get help...FAST
- Selling: invoices, sales receipts, payments, deposits, credit memos, and customer statements
- Buying: bills, bill payments, checks, bill payment stubs, bills vs. checks, and credit memos
- Inventory: purchase orders, receive items, adjust inventory
- Sales Taxes: set up, adjust, pay, and report sales taxes
- Banking: bank reconciliation and locate discrepancies, online banking
- Give and receive refunds
- Void vs. delete a check
- Apply credit memos
Tips & Tricks
- Special "Window" tricks
- Clean up lists (delete, hide and merge)
- Sort and customize lists
- "Collapse" financial statements
- Show P&L by month, or as a percent of income
- Really understand your financial statements
- Setup the chart of accounts
- Change and fix the chart of accounts
- Cash vs. Accrual accounting
- Use general journal entries
- Setup and use subaccounts
Work with Reports
- Setup employees, payroll items
- Track time and invoice time
- Process paychecks
- Modify paychecks
- Make tax deposits
- Prepare tax forms
- Summarize payroll data in Excel
- Add, delete, resize, and reorder columns
- Filter and format reports
- Save reports and create memorized report groups
Tips & Tricks
- Use petty cash
- Use multi-user
- Password protect QuickBooks
- Update QuickBooks
- Work with Microsoft Word and Microsoft Excel
- Close the books
- Find transactions FAST and other time saving features
- Work with the accountant's review
- Protect your QuickBooks data
- Keyboard shortcuts
- Add custom fields
- Tailor company preferences
- Create custom invoices and other forms
- Add logos and custom fields to forms
- Use online banking
- Handle bounced checks...easily
- Enter customer down payments/deposits
- Setup automatic transactions (memorizing transactions)
- Use credit cards
What is the cancellation policy?
We will refund your money if you cancel (in writing) 5 business days before the class. There is a $45 cancellation fee.
This course is lecture-based (seminar style). You may bring your own laptop/computer.
What time does the Mastering QuickBooks class start and end? Do we get a lunch break;Registration for the QuickBooks class begins at 8:00am. The course itself begins at 8:30am. There will be a morning break and an afternoon break of 10 minutes each. Lunch is on your own from 12:00pm to 1:00pm. The seminar ends at 4:00. After that, your instructor will stay to answer any other questions you may have.
I missed my QuickBooks class because of bad weather. What can I do? Can I attend the next one?
Yes you can.
Intuit (the maker of QuickBooks) endorses your QuickBooks classes and QuickBooks courses. What does this mean to me?
This means that Intuit wants to make sure that there is high-quality QuickBooks training available for customers. They reviewed our Mastering QuickBooks classes and decided it was the best training available. So, they gave us their official endorsement.
Here's what Intuit said..."As a valued QuickBooks user, we want you to get the most from our software. We reviewed the training options available and chose Mastering QuickBooks as the most POWERFUL QuickBooks training available, by far. Our Official Seal of Endorsement was awarded to Mastering QuickBooks. We recommend you use their QuickBooks training to get the most out of QuickBooks".
Why should I attend the QuickBooks seminar?
If you want to learn QuickBooks, the Mastering QuickBooks training class is the RIGHT PLACE! The course is designed for all users from novice to experienced. You'll learn the techniques and tricks needed to fully utilize QuickBooks for your business. We've taught more than 650,000 students how to master QuickBooks. We have an amazing 99% approval rating from our students! Sign up for Mastering QuickBooks and you'll find out why!
Do you offer discounts for multiple attendees?
We do offer specials for multiple students from the same company.
I have many users that need QuickBooks training. Can you bring the Mastering QuickBooks class to my office?
This is a great solution for larger companies or CPA firms that use QuickBooks. We use our proven training program as the foundation and work with you to tailor parts of our curriculum to match your specific needs.
I missed the QuickBooks course due to unforeseen circumstances. Can I attend the next one?
Yes, you can.
Are your live QuickBooks classes hands-on?
No...it's better than hands-on! We do the typing...and you do the learning!
Your time is money. So, to cover as much material as we do, the QuickBooks class has to move along at a good pace. When everyone has a computer, the QuickBooks class can only move as fast as the slowest typist. Our method ensures that you'll learn the maximum amount of material with the smallest investment of time. The instructor's computer image is shown on a large screen. Each student receives detailed workbooks showing the screens the instructor uses. The student follows along in the workbook.
We've taught our Mastering QuickBooks training class both ways...with each student receiving a computer (hands-on) and without using computers. We learned a couple of things. First, the QuickBooks course lasts about 10 days when each student receives a computer! It takes five times longer to cover the same material. Second, we found that there was never enough time to answer everyone's questions. Using our format, there's plenty of time to answer every student's questions and cover all the material in just 2 days!
If you feel like you need hands-on training, we have several QuickBooks training products that accomplish this
Can I just attend Day 1 or Day 2 of the QuickBooks class?
Our Mastering QuickBooks seminar is a two day class. If you're a novice user (you've used QuickBooks less than 1 year), both days will be filled with techniques and tricks for using all the areas of QuickBooks. Even experienced users come to both days. If they know much of the material, they still learn hidden tips and tricks they never dreamed existed. And, they learn better ways to do even the simple tasks in QuickBooks.
Why should I attend your QuickBooks seminar rather than another scheduled by someone else in my area?
We've had the privilege of giving our QuickBooks training to more than 650,000 QuickBooks users just like you. And, we're the only company endorsed by Intuit to provide QuickBooks training. This is all we do! We even provide training to the employees at Intuit...the people who develop and sell QuickBooks!
Is Real World Training a part of Intuit (the maker of QuickBooks)?
Real World Training is not a part of Intuit. We are an independent company that does training for only QuickBooks products. However, our QuickBooks training is endorsed by QuickBooks. This means that Intuit wants to make sure that there is high-quality QuickBooks training available for customers. They reviewed our QuickBooks training and decided it was the best training available. So, they gave us their official endorsement.
What is the cancellation policy for your QuickBooks classes?
Your registration for the QuickBooks class is only guaranteed upon receipt of payment and order form. Refunds for cancellations will be made only if a cancellation request is received in writing 5 business days prior to the seminar (minus $45 cancellation fee).
Who should attend Mastering QuickBooks?
- Which version of QuickBooks do you teach in your QuickBooks classes?
We always teach the most current version of the software. If you do not have the latest version, do not worry. The instructor will point out the differences between the current version and the version you are using. The older versions work in the same basic fashion...so the techniques you learn will not be wasted.
- I use QuickBooks Pro. Will the Mastering QuickBooks seminar benefit me?
We use QuickBooks Premier in the QuickBooks course. This is basically the same software as QuickBooks Pro with a few extra features added. Your instructor will point out the differences. 98% of what you learn applies to QuickBooks Pro.
- I use QuickBooks Premier. Is the Mastering QuickBooks class fight for me?
Yes. We use QuickBooks Premier in the QuickBooks class.
- Does the class cover the newest version of QuickBooks?
- I use an industry specific version of QuickBooks...is your QuickBooks class designed for me?
If you use QuickBooks Premier Contractor Edition, we have a special course available just for you. QuickBooks training for Contractors
If you use QuickBooks Premier Nonprofit, we have a special QuickBooks class just for you. QuickBooks training for nonprofits
If you are an accountant and use QuickBooks Premier Accountant Edition, we have two QuickBooks training courses just for you! QuickBooks training for accountants.
If you use QuickBooks Premier Manufacturing & Wholesale Edition, QuickBooks Premier Professional Services Edition, or QuickBooks Premier Retail Edition, we strongly suggest you attend the Mastering QuickBooks seminar. These vertical editions of QuickBooks are basically the same software as QuickBooks Premier...with a few extra features added. Your instructor will be happy to show you the differences.
- I use QuickBooks Online Edition. Will your QuickBooks seminars teach me what I need to know?
We do have students in our QuickBooks classes who use QuickBooks Online Edition. They are pleased with what they learn. However, there are many differences between QuickBooks Online Edition and the QuickBooks software we use to teach the class. But, our students still learn important information and techniques in our live QuickBooks class.
- My company uses QuickBooks for the Macintosh. Will your QuickBooks classes work in my case?
A few of our students in our live QuickBooks classes use the QuickBooks for the Macintosh. However, the differences between the Macintosh version of QuickBooks and the Windows version of QuickBooks are significant. But, our students still learn important information and techniques in our live QuickBooks class. Also, we offer a special course for Macintosh users.
- I use QuickBooks Point of Sale software Edition. Should I attend your QuickBooks class?
We don't cover Point of Sale in the live QuickBooks class. However, as a Point of Sale user, you still use the QuickBooks accounting software for many of your accounting tasks. And, that is what you'll learn in our live class. In addition, we offer a special QuickBooks course for users of QuickBooks Point of Sale software.
- I attended the QuickBooks class last year when it covered a previous version. Should I attend the seminar again just to get the new version information?
Yes! There are always a number of exciting changes for each new version. We cover the changes and new features throughout our two-day QuickBooks training class. So if you need a refresher course, or simply need to know how to get the most out of the new features, we recommend you attend Mastering QuickBooks again.
- I can not attend your next QuickBooks training class. Are there any other options for me?
Yes! We offer an online version of Mastering QuickBooks. Classes are held weekly.
- I need help right now...and your class is several weeks away. Can you provide me with QuickBooks training right now?
Yes! We hold online versions of Mastering QuickBooks on a weekly basis.
- Do you offer QuickBooks training classes for specific industries?
Yes...we offer special training for contractors, nonprofits, and accountants.
- Do you offer QuickBooks training for accountants?
Most accountants benefit greatly from the Mastering QuickBooks training class. If you're new to QuickBooks, you learn the nuts and bolts of using QuickBooks. If you're experienced with QuickBooks, you learn how to best instruct your clients to use QuickBooks.
We also offer two special QuickBooks training courses just for accountants.
- I am a novice user of the software. Is this QuickBooks training class good for me?
Yes! Become a confident user. Discover everything that QuickBooks can do for you. Don't waste time through trial and error learning. Master the fundamentals with our Mastering QuickBooks courses. If you want to reduce frustration and increase accurace, then this QuickBooks training is for you!
- I am an experienced user of the software. Is this QuickBooks training class right for me?
Solve your toughest problems by spending 2 days at our QuickBooks class with a QuickBooks training expert who can answer all your questions...GUARANTEED! Make sure you are doing things right. Discover the most accurate and efficient way to use QuickBooks. And if you've upgraded, learn the secrets to using the new QuickBooks features.
Enrolling in a QuickBooks class
- Do you offer a money-back guarantee on your QuickBooks training classes?
Yes we do. We are so confident that you will be pleased with our QuickBooks courses that we extend our money-back guarantee. If, after attending the first half of the first day of our QuickBooks class, you are dissatisfied for any reason, return your materials to the instructor and you'll receive a full refund. Alternatively, you can take the QuickBooks training class again the next time we are in your area free of charge. Your refund request must be in writing and must be received by our office within 5 business days after the seminar date. We do not give refunds for "no-shows".
- How can I find a QuickBooks class in my area?
Use the search function at the top of this web page. IfWe try to schedule seminars for areas with the most students. If you need overnight accommodations, contact the seminar hotel.
- Will I receive a confirmation that my order was received?
After we receive your order, you will be sent a confirmation that lets you know your order was received and gives you additional information about the seminar. We first email or fax the confirmation to the email address or fax # entered on your order form. If we can not reach you by email or fax, we then send the confirmation through the mail.
- I need to reschedule my QuickBooks training course. How can I do so?
Call our office at 800-564-2688 to reschedule a seminar.
- Can I split the QuickBooks course between dates?
In other words, can I attend Day 1 this month and Day 2 the next time you are in my area and still pay the Both day price?
Yes...you can split the seminar dates.
- I am traveling from out-of-town for the QuickBooks class. Do you offer reduced rates for students staying in the seminar hotel?
No. We strive to hold our QuickBooks classes at reasonably-priced hotels. Contact the hotel directly for their rates.
QuickBooks class details
- What's covered in the Mastering QuickBooks class?
Our seminar will show you how to master QuickBooks and make it really work for your company. Click the Topics Covered tab above to see a list of subjects you learn.
- How many students will be in my QuickBooks class?
Our class size varies. They average about 30 students each.
- I need directions to the QuickBooks course. How can I get these?
Call the hotel for directions to the QuickBooks class. Their phone number appears on your seminar confirmation.
- What do I need to bring to the QuickBooks training class?
Just bring a pen or pencil and some paper for taking notes. Hotel meeting rooms are typically cool, so you might want to bring a sweater or light jacket.
- Do I need to bring my laptop to the QuickBooks class?
It is not necessary to bring a laptop. The class moves too quickly to follow along individually. However, some students do bring laptops so they can immediately apply what they learn to their own company data file.
- What do I receive when I attend the Mastering QuickBooks seminar?
You receive a detailed reference guide/workbook for each day of the QuickBooks class you attend. This workbook includes the steps for completing everything we teach in the seminar. After you graduate from the course on Day 2, you receive a nice certificate that indicates you completed the QuickBooks class.
- Can I bring a recording device to the QuickBooks training?
We do not allow recording devices in the QuickBooks training class.
- Do we get a lunch break?
Yes. Lunch is from noon to 1pm.
- Can I receive the workbooks before the QuickBooks class?
No. Our workbooks contain proprietary information and are distributed only at our live QuickBooks classes.
- What can I do to get ready for the QuickBooks course?
No formal preparation is needed. You might find it useful to start making a list of questions to ask the instructor. Bring the list to the QuickBooks course. Our instructors stay as late as is needed to make sure all of your questions are answered. Or, you might be having trouble with certain reports or forms. Print a few examples and the instructor will be happy to review the specific issues.
- Should I attend the QuickBooks training seminar AND buy the QuickBooks training products?
Students that attend the QuickBooks class often purchase the training products so they can go back and refresh much of what they learned. Plus, you will receive a significant discount on the products if you attend the live QuickBooks class.
- Do I receive a discount for purchasing QuickBooks training products at the class?
Yes. You can save up to 65% by purchasing our QuickBooks training products at the class.
- Can I purchase the workbooks you provide at the QuickBooks course without attending the class?
We reserve our seminar workbooks exclusively for students who attend our QuickBooks class.
- Is there enough time at the QuickBooks training class for questions?
There is as much time for questions as you need! After each chapter, we pause until all questions are answered for that chapter. Then, we have an optional question and answer session at the end of the day. We do not leave until each and every one of your questions is answered!
- Are your instructors qualified to instruct me in QuickBooks?
We hire only the best and brightest as instructors. We have an exhaustive instructor selection process that ensures instructors with accounting knowledge, QuickBooks product knowledge, and small business ownership and consulting experience. Plus, we make sure our instructors have superior speaking skills. In fact, most of our instructors have won numerous public speaking awards. To learn more, click the Instructors tab at the top of this page.
- What do graduates of your QuickBooks classes say about the course?
We have an amazing 99% of our attendees say that they would recommend the seminar to others. To see some testimonials, click the Testimonials tab at the top of this page.
- Can I attend the QuickBooks course in lieu of working with my CPA?
No. The purpose of our QuickBooks classes is to teach you how to use QuickBooks effectively in your business. This information is no substitute for the advice of your own CPA. If you need any financial or tax advice, consult your CPA or financial advisor. If you want to learn QuickBooks, come to our QuickBooks class.
- What is a CPE credit?
CPE stands for Continuing Professional Education. Many professionals are required to take a certain number of hours of educational instruction per year to maintain their designation (such as C.P.A., C.F.P, C.F.A). Our courses qualify for CPE credit.
- Do I receive CPE credits for attending the QuickBooks seminar?
You will receive 14 hours of CPE credits for attending both days of Mastering QuickBooks. If you attend one day of the QuickBooks class, you will receive 7 hours of CPE credit. Before you leave the seminar, the instructor will provide you with the CPE certificate. Real World Training is registered with NASBA.