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QuickBooks software and bookkeeping training classes

QuickBooks Set up – Let’s Get Started!

QuickBooks is designed to handle the bookkeeping task, to expedite matters, and to generate reports for internal and external users.

Setting up your company in QuickBooks can feel overwhelming. With a little help from P.I.E. Inc., luckily, you don’t need a financial background to set-up QuickBooks.

The key to achieve a successful and smooth set-up in QuickBooks is getting off to a good start.

At P.I.E. Inc.’s, “QuickBooks Online – Let’s Get Started” workshop, you will establish your QuickBooks Online (QBO) company information properly to save time and money in the long run.

In this step-by-step and hands-on class, you’ll learn:
1. QuickBooks Online Version – Identify and select the appropriate QBO version based your firm’s entity and industry.
2. Company information – This section will promote your firm’s branding for reports and contact information for your clients and external users.
3. Charts of Accounts including beginning balances – The chart of account is the backbone of your financial structure.
4. Products/Services – Establish your products/services that you provide for your clients and map them to the appropriate accounts.
5. Bank/Credit Card connection – One of best features is the ability to download your business transaction from your bank/credit card to QBO.
6. Customize client’s invoices and statements – You will be able to customize your client’s invoices and other documents.
7. Manage users – Add your CPA and bookkeeper as users. Plus, as your firm grows, you can include your staff.
8. Merchant services – Get paid faster and easier by ACH and/or credit cards.

All classes are led by Laurette Clash, an Advanced Certified QuickBooks ProAdvisor and a financial professional with an accounting/bookkeeping background. The class is for both PC and MAC users and is limited to six people.

Registration fees are $350 (pre-paid); $425 at the door.

Not into groups? Call us at 626.460.0338 to arrange for individual QuickBooks classes at your office or our location.

QuickBooks Training, Upcoming Course Dates
Wednesday, 9:00a.m. to 2:00p.m.
Women’s City Club of Pasadena – 160 N. Oakland Ave.
Pasadena, CA 91101

Upcoming classes for online users:

September 26, 2018
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October 10, 2018
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October 24, 2018
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November 14, 2018
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November 28, 2018
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December 12, 2018
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Cost: $350 with advance registration, $425 at the door.

Not into groups? Call us at 626.460.0338 to arrange for individual QuickBooks classes at your office or our location.

Beyond QuickBooks

We also teach one-to-one and group bookkeeping classes. Call 626.460.0338 for more information.


Altadena, CA 91001

Serving Los Angeles County including the San Gabriel Valley, San Fernando Valley and the Westside.

Contact Us

We would love to answer any questions or schedule a meeting. Please feel free to call us at 626.460.0338 or send us an email using the form below.

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