Valley Quickbooks Training

Quickbooks Training, Consultation & Problem Resolution in Los Angeles

Including the cities of Thousand Oaks, Agoura, Westlake Village, Malibu, Woodland Hills. West Hills, Canoga Park, Chatsworth, Northridge, North Hills, Van Nuys, Santa Clarita and greater Los Angeles

For more information call Terry Valle, CPA at (818) 340-3083

Member California Society of Certified Public Accounts    Member American Institute of Certified Public Accountants

Certified Quickbooks Pro AdvisorIntroduction to Quickbooks 2017
Quickbooks Basics

Taught by a CPA and Certified Quickbooks Pro Advisor.

August 4-5, 2018 (San Fernando Valley)
September 1-2, 2018 (San Fernando Valley)

Hands-on Training 9:00 a.m. to 4:30 p.m.
Includes Training Manual. One Computer per Student.

Complete 2-Day Course: $325
Day 1 or Day 2 Only: $195/person**
Day 2 If Already Paid for Day 1: $150/person

**The Basic Course is designed to be a 2-day continuous learning session. The Day 1 or Day 2 option is for those who cannot attend both days in one session and need to attend each day in different sessions / dates.

Note: This class is for the PC Version of Quickbooks, NOT Quickbooks Online. Quickbooks Online classes will be available in 2015.

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More Information About the Class

Certified Quickbooks Pro AdvisorQuickbooks Intermediate

To Be Announced
4 hour class

Times: 8 a.m. - 12 p.m. or 1 p.m. - 5 p.m.

Taught by a CPA and Certified Quickbooks Pro Advisor.

This class is designed for the Quickbooks user who has some experience and is familiar with the basic concepts. It will include areas of study that expand on procedures learned in the Basic Class (note that the Basic Class is NOT a prerequisite) In addition, we will cover areas of interest as specifically requested by the Students. Call for more information if you are interested in this class. This class will be from 4-6 hours, depending on the number of students

Certified Quickbooks Pro AdvisorQuickbooks Consultation and Problem Resolution

A service provided to individual Quickbooks users to help with problems or training related to use of the program. This service is provided by a Quickbooks Certified Pro Advisor who is also a Certified Public Accountant -- a strong combination for excellent Quickbooks support and accounting/bookkeeping expertise. Most services are provided on-site and charged on an hourly basis or at a single job price.

Examples of Training & Services Provided

  • Train new users how to use Quickbooks.
  • Train existing users how to use Quickbooks properly or to learn advanced features.
  • Set Up of Quickbooks, either first time, or repairing incorrect set-up
  • Assistance in setting up or repairing Chart of Accounts, Lists (Item, Vendor, Customer, Payroll, Class, etc)
  • Assistance in cleaning up various connected procedures such as:
    • Undeposited Funds
    • Unapplied Payments (accounts receivable)
    • Mis-applied payments (accounts payable)
    • Bank Reconciliation discrepancies
    • Payroll tax and sales tax payment errors
  • How to set up Reports properly
  • How to create custom forms  (Invoices, Sales Receipts, Purchase Orders, etc)
  • How to set up and use Payroll (self-prepared or through the Intuit Payroll Service).
  • Merging of one Quickbooks data file with another.
  • Archiving older information to reduce size of company data file.

Please inquire for additional services available.


25 Years Accounting Experience

For more information call Terry Valle, CPA at (818) 340-3083

Terry Valle Accounting