QuickBooks Desktop Advanced In-Person Training | July 22, 2021


Jul 22

QuickBooks Desktop Advanced In-Person Training | July 22, 2021

07/22/21 9:00 am - 1:00 pm

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The goal for this QuickBooks Desktop Advanced training is to show you features you might not be taking full advantage of. We’ll also address any of your problem areas and help you be more efficient, productive, and profitable.


This latest QuickBooks Desktop Advanced training will highlight everything that we covered previously in the introductory training. Our QuickBooks ProAdvisor and CPA Leah Heidler will then do a deeper dive on topics like:

  • Customizing Reports
  • Memorizing Reports
  • Batching Reports
  • Filtering Data
  • Exporting Data to Excel
  • Payroll Setup
  • Payroll Taxes
  • W-2s and W-4s
  • Customizing Items/Invoices
  • Inventory Reports
  • And much, much more


Those who opt for the QuickBooks Desktop usually have industry-specific features or complex accounting needs. That’s why we keep our class sizes small, so attendees receive individual attention and have more freedom to ask questions. You’ll get all your questions answered without any jargon or complicated terms.


Leah will thoroughly cover everything in the workbook — which is yours to keep — and will demonstrate answers to your questions live in the software. She has years of experience teaching business owners about QuickBooks’ tips and tricks.


Come to the class with your QuickBooks Desktop questions, and Leah will help you learn ways to save time and money. Plus, you’ll get the added peace of mind that your books and accounts are accurate and up to date.


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DON'T LIKE NUMBERS? WE DO.

At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

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