Learn QuickBooks the way a business owner would teach it.
Small-group sessions built around real-world scenarios - not generic software demos. No laptops needed, no tech headaches. Just a focused 90 minutes that actually sticks.
Every session is a live demonstration. You watch, take notes in your printed workbook, and ask questions. All examples use Craig's Landscaping, a free sample company built into QBO. No real data, no risk, nothing to set up.
Follow along as the instructor navigates QBO live. See exactly where to click, what to look for, and how the pieces connect.
Every attendee receives a printed workbook with key terms, reference tables, and space for notes. Yours to keep.
Small groups mean real conversation. No question is too basic. This is exactly the place to ask the things you've been afraid to ask.
Craig's Landscaping is free to access anytime. Your workbook has practice exercises to try on your own after class.
The foundation session. If you've never opened QBO or you've opened it and felt immediately lost, this is where to start. 90 minutes that takes you from confused to confident.
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Your home base in QuickBooks. We'll tour every section so you understand what you're looking at the moment you log in. Bank balances, outstanding invoices, bills due, and your financial snapshot at a glance.
The backbone of your bookkeeping. You'll learn the five account types, how the chart of accounts is organized, and why every transaction you enter connects back to this list.
Who owes you money and who you owe, and why that distinction matters for every transaction you enter. We'll look at real customer and vendor records in Craig's demo.
A brief introduction to the bank feed. How QBO connects directly to your bank and why that's the foundation of the reconciliation process we cover in Session 2.
We'll walk through creating an invoice and recording an expense, the two most common transactions in any service-based business. You'll see exactly where to click and what each field means.
Pull a Profit & Loss and a Balance Sheet, understand what each one tells you, and learn how to drill down into the numbers behind the report. This is where it all comes together.
Each session builds on the last. You can attend individual sessions or work through the full series. Express interest in any session and we'll notify you when dates are confirmed.
Connect your bank, review imported transactions, match records, and complete your first full reconciliation in QBO. The session that makes your books actually trustworthy.
The full invoicing workflow, recording payments, the difference between bills and expenses, and accounts payable basics. The day-to-day operations session.
P&L deep dive, Balance Sheet walkthrough, and what the numbers actually mean for your business decisions. Stop guessing and start understanding.
Track profitability by job, client, or project. Perfect for service businesses that need to know which work is actually making money. Uses QBO Plus features.
Self-paced digital versions of each workshop are in development. Work through the material on your own schedule, at your own pace, with the same workbook content from the live sessions.
Drop your email and you'll be first to know when self-paced versions are available - including the Session 1 workbook PDF and recorded walkthroughs.
I teach QuickBooks the way a business owner would explain it because that's what I am. I've managed the books for my own business for 30 years and I know exactly where the confusion comes from.
Most training for QBO focuses on features. I focus on the workflow or logic that connects one screen to the next, and why it matters for your specific business.
No question is too basic in my sessions. The things that feel embarrassing to ask are usually the things everyone else in the room is wondering too.
Express interest in a session and we'll reach out personally when dates are confirmed.
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