Learn QuickBooks From Real Experts For Only $49.95
Over 250 QuickBooks videos and 20 hours of training from one of the country’s leading QuickBooks consulting firms and Intuit Partner of the Year.
Cost Effective
Over 20 Hours of online training for only $49.95! That’s one low price for all online QuickBooks courses and content. Good for one full year of unlimited access.
On Demand Access
Learn at your own pace on your own schedule with convenient, on-demand access. All you need is a high speed Internet connection and a browser.
Expand Your Knowledge
Learn not only the “How To” in QuickBooks, but “Why”. Our training videos cover everything from Basic software use to advanced accounting principles.
One Low Price For All Online QuickBooks Courses! Sign Up Now
Price includes login access for 1 user for 1 year (one time fee, non-recurring). Price includes unlimited online access to all online QuickBooks training videos. Price does not include one-on-one consulting and training services. QuickBooks consulting and training services are available for an additional hourly fee.
3 Online Courses & Over 20 Hours of QuickBooks Training
Our training videos cover features, techniques, and theory in all Windows/PC versions of QuickBooks Pro, Premier, and Enterprise.
Chapter 1: Prepare For Set Up
Creating a New File
Changing Passwords
Change Business Information
Quick Tour – Home Screen Navigation
Company Preferences
My Preferences
Calendar Function
Customize Icon Bar
Back Up File
Chapter 2: Chart of Accounts
Account Types in Chart of Accounts
Create a New Account
Header and Sub Accounts
Chart of Accounts Flow
Item Types – Basic Overview
How to Set Up and Organize Your Items List
Chapter 3: Customers, Jobs, and Vendors
Create a New Customer
Merge Duplicate Customers
Customer Type List
Create a New Job
Job Type List
Set Up New Vendor
Vendor Type List
Merge Duplicate Vendors
Chapter 4: Customize Your Forms
Invoice – Basic Customization
Invoice – Additional Customization
Invoice – Layout Designer
Purchase Order – Basic Customization
Purchase Order – Additional Customization
Purchase Order – Layout Designer
Chapter 5: Invoice and Accounts Receivable Basics
Create an Invoice
Receive Payment – Record Deposit
Create a Credit Memo and Apply to an Invoice
Create Credit Memo
Create a Statement
Collections Center
Chapter 6: Accounts Payable Basics
Enter Bill – Rent
Enter Bill – Item and Expenses
Pay Bills
Print Checks
Create Vendor Credit and Apply to Open Bill
Gas, Restaurants and Airport Expenses
Chapter 7: Banking Basics
Write Check for Items and Expenses
Transfer Funds From One Bank Account To Another
Create Wire – EFT – ACH payment
Void Check Without a Closed Period
Reconcile Bank Account to Bank Statement
Petty Cash
Which Checks Can You Use With QuickBooks
Add Company Logo and Address to Printed Checks
Print Signature On Checks
Our training videos cover features, techniques, and theory in all Windows/PC versions of QuickBooks Pro, Premier, and Enterprise.
Chapter 1: Step Up your Set Up Knowledge
Install QuickBooks Enterprise
Update File to New Release
Register Your QuickBooks File
Hide Company Files
Enter Beginning Balances
Class List
Set Up a New User in QuickBooks Premier
User Permissions – QuickBooks Enterprise
Print Role List – QuickBooks Enterprise
Set Up Online Banking Connection
Back Up vs Portable Company File vs Accountants Copy
Schedule Automatic Backup
Chapter 2: Customize Your Centers
Customize Customer Center
Customize Vendor Center
Customize Employee Center
Company Snapshot
Chapter 3: Chart of Accounts Done Right
Account Numbers – Should I Use Them?
How To Sort Your Chart of Accounts List
Clean Up Chart of Accounts
Chapter 4: Inventory & Services
Inventory Center
Inventory Items – Advanced
Service Items – Advanced
Group Items
Inventory Assembly
Discounts – How to Use Them Correctly
Use Subtotals On Customer Transactions
Chapter 4.1: Inventory Activities
Adjust Inventory
Update Your Price List
Update Sales Price – Mass Adjustment
Automatic Cost and Price Adjustment
Chapter 4.2: Sales Tax
Turn On Sales Tax Tracking
Sales Tax Item and Group Set Up
Adjust and Pay Sales Tax
Chapter 5: More Customization – Custom Fields
Custom Fields on Items – QuickBooks Premier
Custom Field Overview
Customer – Custom Field
Custom Fields on Invoices – Customer Custom Field
Custom Field on Purchase Order – Vendor Custom Field
Chapter 6: More Lists for Better Tracking
Sales Rep List
Terms List
Payment Method List
Customer Message List
Ship Via List
Template List
Bill Rate Level List
Fixed Asset Item List
Vehicle List
Chapter 7: Quotes, Estimates, and Sales Orders
Lead Center
Estimates, Sales Orders and Invoices
Create an Estimate
Duplicating an Estimate
Create a Sales Order
Chapter 8: Invoicing
Memorize Invoice For Recurring Monthly Invoices
Choose Memorized Transaction to Enter Now
Progress Invoicing
Batch Invoices
Price Level List
Pending Invoices
Statement Charges
Chapter 9: Accounts Receivable Scenarios
Use Undeposited Funds As a Default When Receiving Payments
Cash Back When Making a Deposit
Reimbursable Expenses
Finance Charges
Receive Payment – Client Overpays
Receive Payment – Client Underpays
Chapter 10: Accounts Payable
Purchase Order for Inventory and Receive Inventory
Purchase Order to Track Services
Memorize a Bill For Recurring Expenses
Prepaid Expense Amortization
Check Payment Before Receive Bill
Loan Manager
Pay Bill By Credit Card
Print Bill Payment Stub
Change Amount of Bill After Paid
Record Credit Card Transactions
Credit Card Credit
Reconcile and Pay Down Your Credit Card
Chapter 10.1: Vendor 1099′s
Set Up 1099 Preferences
Fix Vendors For 1099′s
Chapter 11: Payroll Set Up
Enter Payroll Service Key
Payroll Preferences
Payroll Set up Interview
Employee Set Up Manually
Set Up Payroll Items in Multiuser Mode
Chapter 12: The Beginnings of Payroll
Turn On Time Tracking for Employee
Track Single Activity On Timecard Using Stop Clock
Weekly Timesheet Entry
Batch Timecard Entry
Print Time Sheets
Set Up and Edit Payroll Schedule
Run Scheduled Payroll
Chapter 13: Reports You Need to Know
Review of Standard Reports
Transaction Journal Information
Company Reports
Accountant and Taxes
Daily Sales Summary Report
Intuit QuickBooks Statement Writer
Sales by Rep – Cash Basis
Custom Reporting – Summary and Detail
Set Up Budget
Chapter 14: Communicating with your CPA
Create Accountants Copy
Accountant Activities in Accountants Copy
Receive Accountants Copy After Accountant Changes
Cancel Accountants Copy
Our training videos cover features, techniques, and theory in all Windows/PC versions of QuickBooks Pro, Premier, and Enterprise.
Chapter 1: Advanced File Set Up – Importing Lists
Transfer Chart of Accounts to a New File
Transfer Items List
Transfer Customer List
Transfer Vendor List
Transfer Templates
Chapter 2: Understanding Accounting in QuickBooks
Debits and Credits: Invoice with Non-Inventory
Debits and Credits: Invoice with Inventory items
Debits and Credits: Sales Receipt with Inventory
Debits and Credits: Bill with Non-Inventory/Expense
Debits and Credits: Bill with Inventory
Cash vs Accrual Profit and Loss
Soft vs Hard Posts in QuickBooks
Chapter 3: Understanding Accounting in QuickBooks
Customer Deposits and Down Payments
Track Retainage
Backorders
Over and Short Accounts
Webstore Clearing Account to Track Online Sales
American Express Payment Received
Customer Credit Card Protection
Disable Customer Credit Card Protection
Chapter 4: Advanced Inventory
Work in Progress
Enhanced Inventory
Average Cost vs FIFO
Turn on FIFO Inventory Valuation
Adjust Quantity on Hand FIFO
Price Level List
Chapter 5: Advanced Review
Client Data Review Feature
Set Up For Client Data Review
Accountant’s Center
Chapter 6: Troubleshooting in QuickBooks
Undo Previous Reconciliation
Troubleshooting Bank Reconciliation
Troubleshooting Inventory Balance
Fix Accounts Receivable Report with Zero Dollar Amounts
Fix Accounts Payable Report with Zero Dollar Amounts
Re-sort Customer, Vendor and Employee List
Verify and Rebuild Data
Check Your Error Log
Free QuickBooks Training Videos
Get a preview of our online training by watching these free QuickBooks videos.
Creating a New File in QuickBooks
Back Up QuickBooks File
Pay Bills in QuickBooks
Enter Bill – Item and Expenses in QuickBooks
Quick Tour of QuickBooks Home Screen
Create an Invoice in QuickBooks
Set Up New Vendor in QuickBooks
Create a New Customer in QuickBooks
What People Are Saying
“AQB is one of the top partners that I have had the pleasure of working with in my time at Intuit. Her knowledge of QuickBooks and business processes is second to none.” -John Meaney, National Accounts Manager, Intuit Inc.
“I am very pleased to strongly recommend Marjorie Adams and her team at AQB! I’ve been working with her team for four years, helping her customers choose solutions to grow their business. Marjorie’s team are experts in demonstrating, selling, deploying, and training QuickBooks, Intuit Field Service Management, Merchant Account Services, Advanced Inventory, and Payroll Services for small and mid-sized businesses. I’ve had the pleasure to meet several of her customers in person, and they are very happy with the service her firm provides to their business.” -Michael Simons, Strategic Partner Channel Sales Manager, Corrigo
Meet Our Trainers
Marjorie Adams, Chief Learning Officer
Marjorie Adams is President and Chief Learning Officer of AQB. Marjorie attended Santa Clara University’s graduate program in Accountancy and spent several years as Controller for a large, private manufacturing company. She has over a decade of experience as a professional accounting consultant for small to large enterprises with a specialization in QuickBooks software. Her Intuit QuickBooks certifications include Advanced Certification, QuickBooks Certified since 2006, QuickBooks Enterprise since version 6.0, Point of Sale since version 6.0, Intuit Field Service Management, and Advanced Inventory Management. Marjorie is considered one of the top QuickBooks trainers in the country and currently sits on the Intuit Solution Provider Council.
Kat Roskovics, Training Advisor
Kat Roskovics is a Senior Accounting Software Consultant and Training Advisor for AQB. Kat attended the University of Houston where she majored in business with a concentration in accounting and mathematics. Prior to joining our team, she spent over ten years working as a bookkeeper for non-profit and for profit small to medium sized businesses in industries ranging from child advocacy to land survey. She is a Certified QuickBooks ProAdvisor and has completed certifications in QuickBooks 2010, 2011, and Enterprise Solutions.
Heather Bell, Training Advisor
Heather Bell is a Senior Accounting Software Consultant and Training Advisor for AQB. Heather originally from North Carolina, moved to Austin, TX in February 2012. Prior to joining AQB, Heather owned her own Accounting/Consulting business assisting clients with everyday bookkeeping needs as well as integrating their third party applications with QuickBooks. She is a Certified QuickBooks ProAdvisor and has completed certifications in QuickBooks 2012 and Enterprise Solutions.
Jim Schander, Training Advisor
Jim Schander is a Senior Accounting Software Consultant and Training Advisor for AQB. Jim comes from Minnesota where he sharpened his skills as a Controller for a restaurant corporation with seven locations in the Minneapolis/St. Paul area for 10 years. During that time, Jim found that consulting and training was something that he really enjoyed, so he then went out on his own and started his own QuickBooks consulting business. Jim moved to Dallas in the fall of 2010 to start another QuickBooks consulting branch. Jim’s certifications include Advanced Certification, QuickBooks Certified since 2006, Enterprise Certified since version 9.0, Point of Sale Certified since Version 8.0 and Level 1 & Level 2 Certified in Field Service Management.
Frequently Asked Questions
Does the subscription fee include all online courses?
Yes, the subscription fee includes full access to all online courses and videos.
How many videos or courses are there?
You can view our full table of contents here.
Can I try AQB free before I decide to purchase?
Yes, we have some free QuickBooks videos you can watch.
Which QuickBooks software and/or versions are covered in the online training?
Our training videos cover features, techniques, and theory in all Windows/PC versions of QuickBooks Pro, Premier, and Enterprise. We also include bonus courses on QuickBooks Point of Sale and Intuit Field Service Management. QuickBooks for MAC and QuickBooks Online are not yet available.
What are the minimum system requirements for viewing videos?
Our videos have been encoded to ensure compatibility on a very wide range of devices such as PC, Mac, Android, iPhone, iPad, etc. If you can watch a YouTube or Vimeo video, you should have no problem viewing our videos. Any computer made within the last three years should work fine, but there will always be times when you may experience difficulties loading and playing videos due to bandwidth issues. We recommend a fairly fast internet connection such as 100Kbps or higher.
I have training questions about a topic that was covered in one of your videos.
Please note that your online subscription includes access to online video training only and does not include one on one training with an instructor. If you need additional one on one training, our instructors are available for an hourly fee. For more information, please contact us.
Do you offer any tests / exams and certifications?
We currently do not offer any tests / exams. However, we will be adding exams to the website early 2013.[/toggle]
Do you offer CPE credits for the trainings?
We are in the process of getting NASBA certified to offer CPE credits for training with our videos. The tests will be available early 2013.
Are your videos closed captioned?
Currently, no.
What payment methods do you accept?
We accept PayPal and all major credit cards (AMEX, Visa, MasterCard, Discover).
Do you offer training DVDs?
No, our training videos are available via online subscription only.
Do I need to have QuickBooks installed on my computer to go through the training?
No, it is not required; however, we recommend you have the latest edition of QuickBooks installed so that you get the most out of the training.
One Low Price For All Online QuickBooks Courses! Sign Up Now
Price includes login access for 1 user for 1 year (one time fee, non-recurring). Price includes unlimited online access to all online QuickBooks training videos. Price does not include one-on-one consulting and training services. QuickBooks consulting and training services are available for an additional hourly fee.
