Is QuickBooks® Training Worth It? Top 6 Reasons You Should Sign Up

Is QuickBooks® Training Worth It?

If you’re planning to use QuickBooks® for your business, you may be wondering if QuickBooks® training is worth it for you and your team. QuickBooks® is among the most popular software programs for small to mid-size business (SMB) owners. It allows you to set up efficient, streamlined processes for managing all of your accounting and bookkeeping tasks.

However, there is a bit of a learning curve. If you’ve never used QuickBooks® before—or you’ve tried it and become utterly confused—you will definitely benefit from independent QuickBooks® training provided by a Certified QuickBooks® ProAdvisor who can walk you through the set-up process, help you customize it to your business needs, and teach you the most efficient methods of using the software on an ongoing basis.

Here’s a look at some of the top reasons why independent QuickBooks® training can benefit you.

Top 6 Reasons to Sign Up for Independent QuickBooks® Training

A QuickBooks® consultant can help you choose the right version.

In some cases, QuickBooks® training can benefit you before you even purchase the software. Did you know that there are multiple versions of QuickBooks® to choose from? The two main versions are QuickBooks® Desktop and QuickBooks® Online.

For business owners who choose QuickBooks® Online, there are several different plans available to meet the unique needs of different types of businesses, including:

  • Freelancers and solopreneurs (QuickBooks® Self-Employed)
  • New businesses just starting out (QuickBooks® Simple Start)
  • Service-based (QuickBooks® Essentials)
  • Product-based (QuickBooks® Plus)
  • Growing businesses (QuickBooks® Advanced)

Your Certified QuickBooks® ProAdvisor can help you determine which version has the features and capabilities that best suit your business needs.

QuickBooks® can be challenging to set up on your own.

After you’ve done a few basic tasks in QuickBooks®, you’ll gain confidence in using the software. At first, however, it can be a bit challenging.

In addition to Independent QuickBooks® Training, we offer QuickBooks® Set-Up services where a Certified QuickBooks® ProAdvisor will walk you through the process of setting up the program and customizing it to your unique business needs. For instance, your QuickBooks® consultant will ensure that your business details and customer details are entered correctly, that QuickBooks® is set up for paper-free transactions, and that your state’s sales tax is automatically applied to your invoices, if applicable, among many other set-up tasks.

QuickBooks® is Comprehensive with a capital C.

Another compelling reason to invest in independent QuickBooks® training is that the software has so many capabilities and features that it can be a bit overwhelming at first. When you first install the program and dive into it, you won’t know how to access certain features or handle various tasks. There can be quite a learning curve.

But with Independent QuickBooks® training, an experienced QuickBooks® consultant will walk you through all of the features that are applicable to your business needs. You’ll learn exactly how to use all of the features that will help your business streamline its operations and work toward scaling.

A few of the many tasks that your QuickBooks® consultant can help you learn how to do include the following:

  • Send estimates and invoices.
  • Accept payments.
  • Track inventory.
  • Capture, organize, and store receipts.
  • Track business-related mileage.
  • Track sales, sales tax, income, and expenses.
  • Manage your business’ payroll.
  • Run reports.

You can even use QuickBooks® to look for ways of maximizing your tax deductions. In short, QuickBooks® is your all-in-one solution for small to mid-size business finance management.

QuickBooks® training is ideal even for those with an accounting background.

Some entrepreneurs have an academic and/or experiential background in accounting or another finance-related field. Entrepreneurs who are already familiar with fundamental accounting principles and practices might assume that they can just dive right into the set-up and use of QuickBooks® without needing a training course.

However, it is still quite beneficial for business owners with an accounting background to receive some QuickBooks® training to quickly master all the features available and implement best practices to maximize the benefits of using QuickBooks® in their business.

A QuickBooks® consultant can show you how to run reports.

One of the most exciting features of QuickBooks® software is that it enables you to generate financial reports for your business. These reports will allow you to develop a clearer understanding of the financial health of your business and important trends. Once you know exactly where your business has been, you can forecast where it’s going—and better achieve your financial goals. In short, QuickBooks® reports can help you make strategic business decisions that will enable your business to grow and thrive.

A Certified QuickBooks® ProAdvisor can train your entire team.

Even if you’re a sole proprietor right now, you may be planning on hiring some employees in the future. This opens the door to delegating your finance-related tasks to trusted employees. When you partner with a Certified QuickBooks® ProAdvisor, you won’t need to train your team on using the software. Your ProAdvisor will make sure your team knows exactly how to use the program in a way that maximizes efficiency.

Accounting Meister offers a range of independent QuickBooks® training programs to enable our clients to choose the option that works best for them. Sign up today for our self-paced tutorials, independent training, or one-on-one online tutoring, which provides personalized assistance. If you aren’t sure which independent QuickBooks® training option is best for you, we encourage you to schedule a consultation with our QuickBooks® ProAdvisor.

Avatar for Scott Meister, CPA

Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on scottmeister.teachable.com. Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale