If you’re reading this article, you’re probably new to QuickBooks and are feeling overwhelmed. The good news is that there is an extensive range of free QuickBooks training and paid resources at your fingertips, and you can soon become a master of QuickBooks in spite of budget, time, and expertise constraints.
It all comes down to selecting the right QuickBooks training method for your specific purposes. In this article, we’ll help you decide which of the following is right for you:
- Fit Small Business QuickBooks Online Video Tutorials and Step by Step Instructions
- QuickBooks Video Tutorials and Instructional Guides
- QuickBooks User Forums
- QuickBooks Books and User Manuals
- Self-Paced CDs/DVDs
- Live Online QuickBooks Training And Webinars
- QuickBooks Classroom Training
- One-on-One Training
QuickBooks Training – Summary of Options
Here’s a summary table of the recommended provider for each training forum and the cost, if any.
|Training Solution||Cost||Link to Access|
|Fit Small Business QuickBooks Online Video Tutorials & Step by Step Instructions||Free||QuickBooks Online Course|
|QuickBooks Video Tutorials & Guides||Free||Intuit|
|QuickBooks Books & User Manuals||$18-$20||Amazon|
|Self-Paced DVDs and CDs||$450||QuickBooksTraining|
|Online QuickBooks Training and Webinars||$490||Webucator|
|Classroom Training||$550||QuickBooks Training|
|One-on-One Training||$100/hr & up||ProAdvisor|
Fit Small Business QuickBooks Video Tutorials & Step by Step Instructions
Our very own QuickBooks tutorials for small business owners will help you set up QuickBooks Online and take advantage of more advanced functions. To access the full course, click here. The courses break down into bite size chunks everything you need to know to use QuickBooks Online.
Visual learners can watch the videos, while those who want a more detailed approach can read the step by step instructions. Complete all the lessons at once, or come back to them on an as-needed basis – the course offers you options and flexibility.
Here’s a preview of some of the most popular lessons in this course:
- How to Set Up Company Information in QuickBooks Online
- How to Import Banking Transactions in QuickBooks Online
- How to Set Up the Chart of Accounts in QuickBooks Online
In these lessons and the accompanying videos, our resident CPA and QuickBooks expert Crystalynn Shelton will demystify QuickBooks and give you all the information you need to know to use QuickBooks Online to your business’ advantage.
QuickBooks Video Tutorials & Guides
Recommended Provider: QuickBooks
Before spending hours trawling through search engine results, it’s important to remember that the solution to your QuickBooks question could already be at your fingertips. The software has a powerful built-in learning center that is accessible under the help menu. Just click on Help and select Videos: Explore the Power of QuickBooks as indicated below:
Video tutorials can be a great way to refresh or expand your QuickBooks knowledge, and get instruction on specific QuickBooks functions.
These can be an excellent time and money saver if you want to learn how to use a few specific QuickBooks functions without the need for an extensive overview of the software. For example, if you need to know how to create an invoice or how to write a check, you can watch a quick 2-3 minute video on each of these topics.
You can replay such video tutorials as many times as you like, and access them instantly whenever you need to learn a new function.
Intuit offers an excellent free QuickBooks training video library with step-by-step tutorials covering everything from QuickBooks Basics to Managing your Payroll. The library is organized into the following 7 categories:
- QuickBooks Basics
- Money Out
- Online Banking
- Adding your Information to QuickBooks
- Money In
- Switching to QuickBooks Online
Within each category, there are a set of videos that are on average 2.5 minutes each. Online Banking has a total of 5 video tutorials while QuickBooks Basics has 18.
Here are just a few of the topics you will find in this extensive library:
- Your first 7 days in QuickBooks
- Editing the Chart of accounts
- Printing checks directly from QuickBooks
- Invite your Accountant to access your data
- Automate payments received from customers
- Connect your bank accounts to QuickBooks
- Get started with Payroll
QuickBooks User Forums and Support Pages
Recommended Provider: Intuit
Sometimes the best people to answer your QuickBooks questions are other users who operate the program day-in, day-out in the real world.
Intuit’s official community forum is an excellent starting point. The Intuit community forum presents a searchable database of almost half a million answered questions. Questions often attract multiple answers that are user-rated for effectiveness.
If you’re seeking to learn how to use a specialized or advanced function like how to track payments for a business loan or you have a specific troubleshooting question, then QuickBooks community forums and support pages may be your best destination.
Chances are that someone has already solved your problem, and a quick search through the forum threads will often reveal your answer. Alternatively, if your question is unique in the QuickBooks universe, posting it in a community forum will likely attract an expert solution.
QuickBooks Books and User Manuals
Recommended Provider: Amazon
To be completely honest, we typically do not recommend books when it comes to QuickBooks Online. This is primarily due to the fact that they become outdated very quickly because QuickBooks Online is generally updated every 6 weeks on average.
However, if you do prefer books here are a couple that I found on Amazon that you may find helpful:
- Master Intuit QuickBooks Online: From Setup to Tax time. It’s available on Amazon for $20 (free shipping for prime customers). While it’s only received 8 reviews, it is the one of just a handful of guides available for QuickBooks Online that received a good review. The rating was 4 out of 5 stars and the customers who purchased this book have said “It is a must read for any level”, “It is a good introductions to QuickBooks Online” and “It is an excellent reference guide.”
- I’m a big fan of the dummies series. I own several of these books and I have never been disappointed. QuickBooks Online for Dummies is also available on Amazon for $18. The beauty of the Dummies series is that they do a terrific job of breaking everything down into bite-sized chunks so that anyone can understand and grasp the concepts that are being taught.
Recommended Provider: QuickBooks Training
If you’re more of an audio or visual learner, or just want something more interactive than a book, self-paced CD and DVD training might be a better option for you.
QuickBooks Training offers QuickBooks DVD training guides by mail order that offer the opportunity for self-paced learning and serve as a thorough QuickBooks reference guide that you can refer back to without the need for an internet connection.
QuickBooks Training has trained more than 1 million people on QuickBooks, and they are endorsed by Intuit. They can be trusted to deliver a polished training course that has been thoroughly tested in real world application. Below are the some of the topics covered in their Level 1 Mastering QuickBooks course:
- How to set up a company file
- How to manage sales and income
- How to manage expenses
- Inventory management
- Accounting Basics
It’s important to remember, however, that not all QuickBooks DVD and CD trainers are created equal. Avoid those that do not provide you with printed or downloadable course guide. You will need to refer to the guide when you get ready to use QuickBooks on your own.
Live Online QuickBooks Training And Webinars
Recommended Provider: Webucator
Live online training essentially takes the classroom concept and transfers it to the virtual world where interactive video webinars connect you with an instructor in real time.
This is a convenient way to access expert QuickBooks training by simply logging onto a scheduled course from your own computer and downloading supplementary course materials.
The quality of live online training and webinars can vary widely. Look for instructor-led webinars where you can view the instructor’s computer screen in real time and are afforded the option of asking questions – either via a text chat function or a connected microphone.
Webucator has provided QuickBooks training to more than 70 per cent of the Fortune 100 companies and is a Microsoft Certified Partner for Learning Solutions. The company offers instructor-led live online QuickBooks training for $490 for 2 days of training. In this course, you will learn the following:
- How to create invoices and credit memos
- Inventory management
- Track job costs
- Generate financial reports
QuickBooks Classroom Training
Cost: $550 for a basic course
Recommended Provider: QuickBooks Training
Several training companies offer face-to-face QuickBooks training in a classroom setting in locations around the US. The benefits here are personal access to an experienced instructor who can guide you through any sticking points, the provision of additional course material and learning manuals you can take back to your office, and an opportunity to network with other QuickBooks users in your local area.
Courses range from beginner to advanced level, but a good place to begin is with a standard two-day workshop that will give you a strong foundational knowledge. In general, this two-day course will cover the following:
- How to Setup Your QuickBooks Online Account
- Accounting Basics
- How to Manage Sales and Income
- How to Manage Expenses
- Tips & Tricks
QuickBooks Training offers an Intuit-endorsed QuickBooks training program. Their extensive Mastering QuickBooks two-day classroom course is taught in locations across the US. You’ll pay $550 for 14 hours of training.
One-On-One QuickBooks Training
Cost: $100/hr. & up
Recommended Provider: Intuit
Many private QuickBooks trainers service areas around the US, and there’s a good chance a friendly local trainer operates in a market near you. Fees for one-on-one private training differ widely between markets, but expect to pay around $100 per hour. This may seem pretty steep, but you’ll likely save significant time with a focused one-on-one approach.
Most private trainers will visit your home or office for one-on-one training sessions that can be customized around your specific business needs.
Training sessions can be booked into gaps in your busy schedule without the need for you to block out whole days to attend classes, and you won’t waste time learning practices that are irrelevant to your particular business processes.
Ensure that you engage a certified QuickBooks ProAdvisor. Intuit maintains a network of 20,000 expert ProAdvisors in a searchable online database. To find your nearest QuickBooks ProAdvisor, go here.
Depending on your preferred learning style, you have a number of options to choose from when it comes to becoming more proficient in QuickBooks. Check out our very own QuickBooks Online Training course today to get started using QuickBooks.