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August 22
Intermediate QuickBooks

August 28
Beginning QuickBooks

September 15
Beginning QuickBooks

September 23
Beginning QuickBooks

September 30
Intermediate QuickBooks

October 2
Beginning QuickBooks



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Set the Closing Date: Once your CPA has finished the taxes for the year, this feature will protect the data from changing.

CPA Services

  • Client data clean up and repair
  • Year End Journal Entry processing
  • Reconcile Client QuickBooks data with tax returns
  • Multiple version management within your firm
  • Client training to prevent changes to prior year financial statements

Does your client's prior year retained earnings change each year? Do you have questions about which version you or your client should be using? What is Opening Balance Equity, and what is in there? Why are there negative amounts in A/R and A/P when I run a cash based balance sheet? We Can Help!

QuickTrain consultants often work as a liaison between the CPA and their clients who are using QuickBooks software. We can correct and prevent many of the common problems that accounting professionals face with this software every day.

Our consultants and trainers are degreed accountants with many years of real world accounting experience and the technical expertise to get it right!

CPA Classes

Newly updated for 2007 - QUICKBOOKS FOR CPAs AND ACCOUNTING PROFESSIONALS is designed to help you work with your client's data more efficiently and effectively. We teach you how to password protect prior year data, how to work with various versions of QuickBooks, where to find and create important reports and much more. All of our classes carry technical CPE credits for Oregon CPAs.

Don't see a class or date that you need? Give us a call to setup a seminar in your office. We can tailor a class for the specific needs of your firm.

CPA's and Accountants
Class Schedule

Click here for descriptions

QuickBooks for CPA's and Accounting Professionals

Please contact us if you are interested in a class desiged specifically for financial professionals!

New Seminar for 2007!
Tuesday, July 31st

Call for more info 503-670-9853


Or...call to have a class in your firm on your schedule!

  • Class Description

    QuickBooks for CPA's and Accounting Professionals
    Topics covered include navigating in QuickBooks, understanding file types, "closing" the year and new closing date exception reports, using the accountants review copy, journal entries, managing retained earnings, custom reports, and much more. Lots of time for specific questions!
    Great class for all Accounting Professionals.
    8:30a - 4:30p (1 hour lunch break @ 12:30)

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