In search of high-quality QuickBooks and bookkeeping online training?
Want to learn QuickBooks on your schedule and not have to spend time out of the office attending classes?
My bookkeeping and QuickBooks training videos are the perfect solution!
Browse through my training videos below - they have helped teach hundreds of bookkeepers and small business owners more about their bookkeeping and QuickBooks.
The Accidental Bookkeeper: Part 1
In this 90 minutes online QuickBooks training video, you will conquer your fear of the confusing terminology in the world of bookkeeping and set your mind at ease as Scott teaches you:
- The inner workings of the chart of accounts and other commonly used terms - this insight is absolutely a key to your success. He’ll help you develop a crystal-clear understanding of what the terms mean, why they are important, and tips, tricks and traps in working with your chart of accounts.
- Is it a debit? Or is it a credit? And why you should care! (plus a handy chart for all attendees that makes it easy to remember what happens when you debit or credit an account).
- What the heck the differences are between cash and accrual basis and which option is better for running a business.
The Accidental Bookkeeper: Part 2
In this 90 minutes training session, Scott will guide you through a number of transactions that trip up bookkeepers everywhere, including:
- Personal expenses of the owner paid by the business
- Business expenses paid for personally by the owner
- Owners asking for spending money out of the business checking account
- Owners putting money into the business
- Checks received from non-customers
- NSF checks
- Writing off customer balances
- Retainers/Deposits
- Petty cash
- Bartering
In addition, Scott will help you:
- Understand the reasoning behind the term “reconcile” and why it is critical for you to do it
- Learn 5 critical things about internal controls
- Feel the love from your accountant by using a special account in your chart of accounts
The Accidental Bookkeeper: Part 3
In this 90 minutes QuickBooks training session, Scott will be right there with you to explain and help you understand:
- What reports do I print?
- When do I print them?
- What do I give to my accountant and when?
- A critical mistake businesses make with their profit and loss report
- What the profit and loss report means
- Why there is a balance sheet report and why it is important
- What your accounts receivable (A/R) report is really telling you
- What is a cash flow report?
- Tips and tricks to improve your financial results
Customizing Reports in QuickBooks...
This 70 minutes online QuickBooks training session will enable you to feel more comfortable creating and customizing reports in QuickBooks.
Featured topics include:
- Key differences between cash and accrual reporting
- How to add sub-columns such as YTD, % of income and more to your profit and loss report
- How to easily show financial reports by month, quarter or other timeline
- Using the filters option to pull specific information into your QuickBooks reports
- Re-sorting columns within reports
- Changing fonts, colors and other presentation options in QuickBooks reports
- Creating and managing memorized reports
- How to export reports to Excel
Tracking Purchases with Your Credit Cards in QB
This 60 minute QuickBooks training video will provide key insights to help you avoid common mistakes when tracking your business credit cards:
- Why a “credit card expense” account is potentially costing you tax deductions
- How to record individual transactions properly
- The correct setup of the credit card in the chart of accounts
- How to deal with partial payments on account
- How to transfer balances between cards
- A quick and easy way to verify that you’re tracking the card activity correctly.
- Much more...
How to Use the Budgeting Tools in QuickBooks
This 60 minute QuickBooks training video will train you on how best to use the QuickBooks budgeting tools and inspire you to better budgeting for your business! Topics include:
- Creating a new budget in QuickBooks from scratch
- Creating a new budget in QuickBooks using prior actual data
- Using the time-saving data entry tools inside the budgeting window
- Printing a budget
- Running a budget vs. actual report
- Exporting your reports to Excel for further analysis
- Creating a budget vs. actual graph
Tracking Jobs and Projects in QuickBooks
This 70 minute QuickBooks training video will help get you very comfortable working with jobs and projects in QuickBooks. Topics include:
- Create a new job from scratch
- Understand the differences between customers and jobs
- Create and categorize job types
- Create a job estimate
- Assign income and expenses to jobs
- Understand how items can be used in job tracking
- Review various job reports
- Track time by job
- Post payroll to jobs if you are not using QuickBooks payroll service
- Job estimates vs. actual reports
- Much more...
Inventory Training Videos
About Scott Gregory, QuickBooks Specialist and CPA...
Scott provides a wide variety of QuickBooks solutions and profit improvement techniques to his clients in a relaxed yet very informative manner. No “accountant-speak” here!

He is a:
- Certified QuickBooks ProAdvisor (for 10 years!)
- Certified QuickBooks Enterprise ProAdvisor (since Enterprise was created!)
- Certified in Integrated Resource Management (CIRM) from the American Production and Inventory Control Society (APICS)
“When you teach or speak about QB, people get it...you have a real gift with this subject matter”
Nikki Matala


