QB training artWhat is Quickbooks?

Especially suitable for small to medium businesses, Quickbooks has become the leading bookkeeping and accounting software. The Quickbooks interface is intuitive and easy to understand. You don’t need an accounting background to use Quickbooks effectively. And, because it integrates with Microsoft Excel, it’s easy to import data.

YZ & Associates can put this benchmark software to work for you with QuickBooks setup and training.

On-site Quickbooks Training

The advantage of dedicated onsite training is allowing your employees to remain productive at your location. An even greater benefit is their training will be customized to understand and execute the functions specific to the system we have designed for your business.

With Quickbooks Training from YZ & Associates you and your staff have the ability to:

• Track sales and expenses
• Create instant invoices
• Access data securely
• Sync data across devices
• Make payments
• Initiate payroll

Quickbooks Training from YZ & Associates

QB logosYZ & Associates Quickbooks training will help you learn just a few features you need or all the Quickbooks features. Some course topics include entering company details, inventory set up and management, recording product sales, creating invoices, set up and managing bank accounts, asset management, liabilities management, and payroll. This list just skims the surface of Quickbooks functions.

Because the bookkeeping needs of every company are different, we offer four training courses for you and your staff — Beginner, Intermediate, Advanced and Custom.



Beginner Training: This is for solopreneurs or small companies that have minimal transactions and want to do their own record keeping. These companies send us their Quickbooks file along with their bank statements, and we check their file for accuracy and reconcile it. Their accountants love us!


Intermediate Quickbooks Training: As you might guess, some companies have a more complex Quickbooks system. We access their system and their staff capabilities then we provide training for just the functions their staff needs to manage the company bookkeeping efficiently and accurately.


Advanced Quickbooks Training: There may be many instances for Advanced Quickbooks Training. The most common need is a company that is growing and requires a more sophisticated Quickbooks system, so bookkeeping skills need to expand to execute the expanded system with accuracy and efficiency.


Custom Quickbooks Training: Though all our training can be considered custom the bookkeeping needs of your business may be more unique then most we have experienced. If the descriptions of our first three training programs don’t seem to fit your needs, we will create a program that will.

About YZ & Associates

As each client relationship grows, our dedication shines through.  Our guiding principles are:

  • Professionalism
  • Responsiveness
  • Quality

Call us at 786.925.3579 and let us show you how we can help your business.

Policy on Disclosure of Your Personal Information

1. We collect personal information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us, our affiliates, and others. In addition, we may from time to time receive information about you from a consumer reporting agency.

2. Personal information is information that we collect from you that is not otherwise available from public sources.
The categories of personal information we collect include the following:

a. Information we receive from you on applications or other forms, such as your name, address, social security number, names of family members, assets, and income.
b. Information about your transactions with us, our affiliates, or others, such as your account balances, investments,current and prior tax information, and credit card usage.
c. Information we may receive from a consumer reporting agency pertaining to your creditworthiness and credit history, including loan or mortgage payments made.

3. We will not disclose any personal information about our clients or former clients to anyone, consistent with our professional confidentiality obligations. However, upon your written request we will disclose information about you, and we may be required by law to disclose personal information about you, as, for example, in response to a subpoena or other court order.Also, we may disclose personal information about you to our affiliated financial planning and investment adviser firms.

4. Within our institution, we provide access to your personal information only to those employees who need to know the information to provide you with our services. We maintain physical and procedural safeguards to guard your personal information.

5. We do not share your personal information with companies that perform marketing services.