QuickBooks® Classes

QuickBooks Accounting and Bookkeeping Classes

Orefice & Caliri QuickBooks Training Center                                            

 

 Orefice & Caliri CPAs is proud to offer premier QuickBooks training classes to the public. Whether you are a business owner, accounting professional, bookkeeper or looking to sharpen your job skills, our in depth training options will help you to master Intuit's QuickBooks Software.

QuickBooks Training Options
Schedule
What You Will Learn
About the Instructors

QuickBooks Training Options

We realize that individuals learn differently, which is why we offer several options for our QuickBooks training. While our core curriculum remains constant, we offer the material in various time increments to accommodate our students' various needs.

Six week classes (Live) – Our six week long classes are reminiscent of a college course. Each week focuses on one or two topics. Hands-on exercises are completed both in class with the instructor and at home using the included 160-day license of QuickBooks Premier Accountants' Edition. Students are able to practice what is learned in class at home and "homework" is discussed at the beginning of the next class. This class appeals to students that benefit from repetition and clarification from the instructor.

Intensive (2 day) classes (Live) – Our  intensive two day training class  covers the same material as our six week class but in two 8 hour days. While this class is taught hands-on, its tends to move very quickly due to the amount of material that is covered. This class appeals to students of all QuickBooks levels and who are very comfortable using computer applications.

Webinars – Our webinars offer a wide variety of topics related to QuickBooks software and bookkeeping. Each webinar is 2 hours and is taught via the web using your browser and telephone. These sessions are perfect for QuickBooks users who need help with specific or industry-related features. Webinars are taught in a lecture format and class materials are downloaded by the student.

Custom (one-on-one) or Group Training – We offer custom one-on-one or group training at your organization. We meet with you to discuss your training objectives and design a curriculum to meet the specific needs of your business and staff. Call us to discuss how we can effectively train your staff and streamline your bookkeeping workflow.

Schedule

View our Complete Class Calendar

What You Will Learn

QuickBooks - the basics and beyond

This intense 2-day class is a complete look at QuickBooks desktop software.  This class is good for the beginner as well as the semi-experienced user.  Quickbooks is a tool to make your business run better, and this class will teach you how to utilize this tool and make your life easier. We'll help you save time, by showing you the shortcuts Quickbooks offers and how to streamline your Quickbooks processing to maximize your efficiency. Our training class takes the frustration out of learning to use this exciting tool.

QBO - Accounting in the cloud

Our new 2-day "Accounting in the Cloud" class is an in-depth look at QuickBooks Online.   Learn how to fully utilize this cloud based product that gives you the advantages of anytime, anywhere access to your financial data.  Learn how to navigate, record transactions,  import transactions from online bank accounts,  produce reports, and how to expand usability with Apps and Add-ons.

Syllabus

Getting Around the Program

Using and Modifying Lists

Working with Bank Accounts

Entering Sales Information

Receiving Payments & Making Deposits

Entering and Paying Bills

Analyzing Financial Data

Setting Up Inventory

Tracking and Paying Sales Tax

Doing Payroll with QuickBooks

Estimating and Progress Invoicing

Tracking Time

Customizing Forms

Working with Multiple Currencies

Syllabus

Getting Started

Navigating QuickBooks Online

Recording Transactions in QuickBooks Online

Reporting

Expanding Usability



About the Instructors

Heather D. Satterley, EA
Intuit Certified QuickBooks® ProAdvisor since 2002; Advanced Certified since 2007; Enterprise Certified since 2010

Heather has been named to the Trainer/Writer Network for Intuit Inc. The Trainer/Writer Network is an exclusive group of Certified QuickBooks ProAdvisors that train accounting professionals country-wide while working closely with Intuit product and marketing teams. 

View Heather's ProAdvisor Profile

 

Beth A. Nunes, EA MBA
Intuit Certified QuickBooks® ProAdvisor since 2003; Advanced Certified since 2010; Enterprise Certified since 2014, and Online Certified since 2014

View Beth's ProAdvisor Profile

 

Ask about our in-house training options and multiple registration discounts. We offer training and seminars at your location tailored to fit your needs. Call 401-433-3636 For more information or EMAIL US.

“This class is exactly what I needed in order to insure that my business is up and running properly. Heather is so patient and understands what each business needs and makes recommendations along the way. The combination of classroom work/powerpoint presentation with weekly homework assignments is very helpful. I now feel like I can do this!!”
– Bristol, RI

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