Alicia Katz Pollock, can help you with QuickBooks setup, troubleshooting, and training. Get training and support in your office, home, or even the local coffee shop. If you live outside the Portland, OR area, we can help you remotely through screenshare.

Customized Training Learning how to take advantage of QuickBooks features can have a major impact on your bottom line. Get customized training for your business needs. We will teach you at your pace and skill level, from beginners to advanced users. Learn procedures to save time on data entry. You and your staff will be up and running, using your QuickBooks accounting software efficiently in no time.

To schedule a one-on-one training session, take our, watch the QuickBooks classes below, or for a live QuickBooks class or webinar. Set Up Although QuickBooks is designed for the average small business owner, the initial setup can be confusing.

What is my start date? What chart of accounts do I use?

Am I cash or accrual? Don’t make the mistake of trying to set up QuickBooks on your own!. It’s much less expensive to get your QuickBooks file set up correctly from the get-go than to fix problems later. We’ll customize your QuickBooks file for your unique business and bookkeeping needs, providing you with a solid foundation to achieve your business goals. Troubleshooting A large percentage of problems we encounter can be traced back to one issue: QuickBooks was not set up and used properly.

.to write checks to pay bills immediately (select No) or enter bills in QuickBooks and then pay Moving a file from QuickBooks for Mac to QuickBooks for Windows is mainly about getting the file With Safari, you learn the way you learn best. Get unlimited access to videos, live online training.

Do not make the mistake of basing important business decisions on guesswork. You need accurate numbers to create useful budgets and projections, in order to avoid looming cash flow problems.

If you lack confidence that your QuickBooks setup is correct, or if you have doubts that you can trust the numbers in your reports,. We’ll conduct a review of your current setup and fix any issues that need to be resolved.

Or maybe you just need to ask a quick question on how to handle an unusual transaction. Purchase to get on-demand help in 10-minute increments! Quicken Home users, you’re not left out! We provide all the same setup and training services for Quicken on the PC and Quicken Essentials for Mac. Learn how to balance your checkbook and keep track of your credit card expenses. Quicken even gives you up-to-the-minute values on your investments. You can even run simple 1040 tax reports at the end of the year. Contact Us Call us at 503-406-6550.

Our QuickBooks Learning Library: Alicia records all of her live classes and webinars. So even if the class you want isn’t on our, you can take the class at your convenience. Below you will see Introduction to QuickBooks classes in a variety of PC and Mac versions, and Practical QuickBooks: Deep Dives, where we explore one specific topic for two hours.

*Receive the stated discounted price for this year’s version of the product selected, available for a limited time if purchased through Intuit. Free shipping applies to Standard Ground Shipping for the contiguous U.S.

Offer may not be combined with any other QuickBooks offers. Limit 5 per customer. • Scheduled reports are not available in Multi-User mode, in hosted deployments, or when there are multiple versions of QuickBooks 2018 installed. • Download your data from participating banks until May 2021. Online banking services, also referred to as 'bank feeds' or 'online banking', vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees. • E-mail estimates, invoices and other forms with Microsoft Outlook 2010-2016, Microsoft Outlook with Office 365, Gmail™, Yahoo!

Mail®, and Outlook.com®, other SMTP-supporting e-mail clients. • Deposit slips sold separately. • QuickBooks Premier: Requires purchase of a license for each additional user up to a maximum of 5 user licenses. All copies of QuickBooks must be the same version-year. • Transfer data directly from Quicken 2015-2017, QuickBooks 2004-2017 and Microsoft Excel 2010, 2013, 2016 and Office 365.

• Online services vary by participating financial institutions and may be subject to application approval, and additional terms, conditions and fees. • Requires QuickBooks Payments; subject to application approval. Debit card transactions are processed as Signature Debit which does not require entering a PIN code. See for details. Additional terms, conditions and fees apply. • Up to 3 monitors supported. Not available in a hosted environment.