Upcoming QuickBooks Desktop and QuickBooks Online classes

Why attend?
Here’s what past students said they liked most about our class…


Get the confidence you need (and deserve)

QuickBooks is a GREAT tool. But that doesn’t mean it’s always easy! Spend two days with us and you’ll get the QuickBooks confidence that you deserve. You’ll leave knowing that you’re doing a good job and can handle whatever QuickBooks sends your way.

White glove experience from a caring instructor

We focus on your success

This isn’t a video, textbook, or dry lecture from a teacher reading a script. You’ll have a caring instructor committed to your success. They’ll keep it simple by dropping the accounting jargon and CPA talk. Our instructors embody the essence of this quote, “People don’t care how much you know until they know how much you care.” Plus, they’ll keep you engaged by sharing funny stories. You’ll have a good time…and you’ll meet some great folks too!

Your questions answered

Leave with answers

Bring all your QuickBooks questions to class. After 22+ years we’ve designed the content based on what students want and need to know. But if your question isn’t covered, no problem! Your instructor will stay to help you one-on-one to get you the answer you need.

Tips & tricks to fix QuickBooks

Tips and tricks to solve problems

QuickBooks training is all we do. You get a true QuickBooks training expert to teach you…at a fraction of the cost for a consultant or CPA. And more importantly, you’ll leave with tips and tricks that save you time and money.

Invest in yourself

You’ll earn back wasted time and have accurate books

It’s hard to find time to devote to learning. But the skills you gain from class makes the investment more than worth it. In addition to simply feeling confident that you’re doing things right and can trust your numbers, you’ll also save time each and every week. And this investment continues to pay dividends for as long as you use QuickBooks!


Get started and set up the right way

  • Learn about your version of QuickBooks and how it compares to the other versions available.
  • Set up your company the RIGHT way. And, if you’ve already set up, learn how to fix any errors you made.
  • Set up online banking and connect your bank and credit cards. Learn how QuickBooks can enter many transactions for you!
  • Import data from Excel and other sources.
  • The best ways to move around QuickBooks to find what you need…fast!
  • How to get help when you need it.

Everyday transactions

The how and why of standard QuickBooks transactions

  • Sales & money in:
    • Estimates, invoices, sales receipts, payments, deposits, credit memos, and customer statements.
    • Run and customize sales & customer reports to get deeper insights about customers and sales.
    • Stay on top of who owes you money and the best ways to “remind” customers to pay.
  • Expenses & money out:
    • Bills, bill payments, checks, electronic payments, debit card purchases, bills vs. checks, petty cash, and vendor credits.
    • Run and customize expense & vendor reports to get deeper insights about how and where you’re spending money.
  • Inventory: Set up inventory parts, purchase orders, receive items, adjust inventory.
  • Sales Taxes: set up, adjust, pay, and report sales taxes.

Special transactions

Difficult transactions…unless you know how!

  • Give and receive refunds.
  • Record and apply credits you give customers or receive from vendors.
  • Record credit card transactions – and train QuickBooks to do this for you.
  • Discover when (and how) to Void vs. Delete a check.
  • Track customer deposits/down-payments.

Tips & tricks

Expert tips to get the most from QuickBooks

  • Clean up your vital lists…like Customers, Vendors, and Accounts.
  • Sort and customize lists to view the information you need.
  • “Collapse” financial statements.
  • Run reports (like your Profit & Loss Statement) by month, or as a percent of income.

Automate tasks to SAVE YOU TIME

Discover these powerful tools so QuickBooks does the work for you!

  • Find transactions and other information you need…FAST.
  • Speed up your work – tricks to speed up navigation and working in multiple windows/screens.
  • Keyboard shortcuts that save you time!
  • Set up recurring transactions. You enter it once…and QuickBooks automatically enters it in the future. Wow!
  • Create your OWN shortcuts.
  • Bank accounts and credit cards:
    • Teach QuickBooks to categorize and enter transactions for you.
    • Learn when and how to “add”, “match” and “exclude”.
    • Process downloaded transactions…and tips and tricks to save you time.
    • How to reconcile your bank account and fix errors. TIP…you must do this every month!

Customizing QuickBooks to YOUR needs

Make QuickBooks look and work best for you

  • Customize your invoice and other forms.
  • Add logos and custom fields to invoices and other forms.
  • Use custom fields to track information unique to your business or customers.
  • Tailor your company preferences/settings to match your business.
  • Create custom reports.
  • Customize who has access and what they can/can’t see:
    • Set up users with different access rights & permissions.
    • Track changes and who made them (audit log/trail).

Work with Reports

Amazing insights…if you know how to get them

  • Customize the content and look of your reports.
  • Add, delete, resize, and reorder columns.
  • Filter and format reports to get the info you need.
  • Save reports and create memorized/customized report groups.
  • Set up QuickBooks to automatically email reports on any schedule.

Accounting tasks & concepts you must know

Take the mystery out of accounting

  • Really understand your financial statements.
  • Setup your chart of accounts correctly.
  • Change and fix your accounts to ensure accurate reports.
  • Cash vs. Accrual accounting. What’s the difference and which should you use?
  • Understand and know when to use general journal entries.
  • Setup and use subaccounts.
  • Set a closing date to protect your accounting records. Your accountant will love you if you do this!!
  • Best way to add and work with your accountant.
  • Reconcile bank and credit card transactions.

Set Up and Pay Employees

Payroll has to be perfect…let’s make sure it is!

  • Set up employees, deductions and company contributions.
  • Set up company payroll preferences.
  • Understand the payroll cycle and how it works in QuickBooks.
  • Track and invoice for employee and/or vendor time.
  • Process paychecks
  • Make tax deposits
  • Make non-tax payments (health insurance, child support, etc.)
  • Prepare payroll forms (941, etc.)
  • Payroll reports

Special Q&A sessions at the end of each day

Live in-person class
“Very good, detail training provided. Plenty of time for attendees to ask questions.”
K. Lannan
Live in-person class
“It was very eye opening for me with all the tips and tricks I did not know about. My instructor was very knowledgeable and ready to answer any questions. She is very energetic… Definitely not a boring class! Very happy… thank you for the flyer”
P. Liev
Live in-person class
“It is so nice to have an instructor led class. I feel that you learn so much more in that case. I learned many things that will help me with my future Quickbooks use.”
H. Shupp
Live in-person class
“My instructor’s knowledge of QuickBooks was extremely helpful in furthering my understanding. I enjoyed the class and would recommend it to both beginners and advanced users of QuickBooks. The tips and tricks are something that everyone can learn from!”
K. Zook
Live online class (webinar)
“Taking a training class online was not my first choice, but now is! The trainer was absolutely the best and I will definitely take another training class online!”
C. Martinez
Live online class (webinar)
“The interaction through gotowebinar is excellent and very productive. The instructor had a special skill to keep the class in full attention without running over her words or speaking to fast. the content is simple but very informative. Great job.”
R. Cedillo
Live online class (webinar)
“If you are going to take Quick Books training we highly recommend that you take it online with Real World. Our instructor was knowledgeable, patient, funny, and honest. A decade of webinars, classes, and training experience. We also signed up for Diamond VIP membership to continue QB education which we know will be excellent… RWT has done a great job building a top notch team.”
M. Duffy
Live online class (webinar)
“As a new beginner to Quick Books, this was very informative. I was a bit overwhelmed on day 1but by day 2 I was  familiar with the screens and what they do. I recommend printing the manual so you can follow along and make your own personal notes.”
B. Busch
Live online class (webinar)
“I took the Mastering Quickbooks Level 1 webinar. The instructor did an excellent job of facilitating the course. She was easy to follow and understand. I was pleased that she took extra time to answer all the participants questions. I highly recommend this training.”
M. Ryke
How much does your live class cost?
The tuition is $579.95. This includes 2 days of training, full access to your instructor for Q&A, and a 200+ page manual that you can take back to the office for reference.
What happens after I sign up? What should I do?
After you sign up, you’ll receive a confirmation which guarantees your seat in the class. The confirmation includes all your class details (address, time, etc). About 2 days before class, you’ll receive an email from your instructor with additional info and some tips to prepare (so you get the most out of class). They’ll also tell you what to expect on the day of the class (where to sign in, etc.) Start gathering your questions now…so that you can take them to class.
What is certification and how do I get it?
Students can validate their QuickBooks knowledge by becoming an Intuit QuickBooks Certified User (QBCU). This test is offered at Universities and technical schools but costs $149 for individuals to take. BUT it’s FREE if you attend class! As a student in this class, you’re eligible to take the certification exam at no cost! This is a MUST-HAVE for anyone who uses QuickBooks (and wants to prove they can) in their career.
Do I need to bring a laptop?
No. Your time is valuable…so we get you maximum learning with the lowest investment of time. Besides, you already know how to type…so we’ll do the typing during class. So you can focus on learning. When everyone has a computer, the class can only move as fast as the slowest typist. If you feel like you need hands-on training, we offer the same class in a self-paced format. You can watch the instructor step by step, pause the training, and practice what you learn. Learn more by selecting Self-paced training at the top of this page.
Can I just attend Day 1 or Day 2 of the QuickBooks class?
We’ve designed the course to be delivered over 2 days. In other words, you’ll be lost if you don’t have the lessons from the other day. However, you can split Day 1 and Day 2 across different classes if necessary. Call our office at 800-564-2688 to speak to a training advisor.
What is the cancellation policy?
We’ll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.
Which version of QuickBooks do you teach?
We always teach the current version. Don’t worry if you have a different version or edition. The instructor points out the differences between the different versions and editions.
There are no classes near me, what are my options?
No problem! We’ve spent 15 years perfecting the online delivery of the same 2 day class. Just like the in-person class, your live instructor will answer ALL your questions…you can even type them if you prefer. And as an added bonus…you don’t have to leave your home or office! We offer the live online (webinar) class several times a month. If you’re unsure about an online class, check out the Reviews tab to hear what students say about the live online experience!
Do you offer a money-back guarantee?
Yes, if you’re not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We don’t provide refunds if you miss the class. However, we’ll keep your credit so that you can attend another class in the future. If you have to miss the class, call a training advisor to discuss options to reschedule.
What if I miss the class because of illness or travel?
We apply your credit to another class of your choice (in your area or online). Call a training advisor to discuss options.
Am I guaranteed a seat in the class when I place my order?
Yes. Your registration is guaranteed upon receipt of payment.
Can I split the class between dates? In other words, can I attend Day 1 this month and Day 2 the next time you're in my area?
Yes, Please call a training advisor at 800-564-2688 to set this up.
I am attending the class from out-of-town. Do you offer reduced hotel room rates?
Unfortunately we don’t. Hotels don’t provide this option unless we guarantee a number of rooms. We do strive to find reasonably-priced hotels. Contact the hotel directly for their rates.
All types
All types
Live, in person
Live, online
Enter a zip code
Classes near your city
Enter a zip code & click search.

No risk, money-back guarantee

If you’re not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details.