Bookkeeping basics
The plain-English guide to how the books work — accounts, debits and credits, reconciliation — before any software training.
OpenFlorida · QuickBooks Training
QuickBooks training for your Florida team, done your way.
Live, remote sessions on your own QuickBooks file for the people who invoice, run payroll and close the month in Florida: taxable services coded right, commercial rent after the October 2025 repeal, reemployment tax on the first $7,000 of wages, and fixed assets for the April 1 return. Not a classroom course. Fixed-fee, all 67 counties.
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
State rule
Florida rule: a sale carries a county’s surtax when the item or service is delivered within that county, and the amount above $5,000 on any item of tangible personal property is not surtaxed; each invoice needs its delivery county. Source: Florida Statutes § 212.054.
§ The short version
Florida QuickBooks training is live, remote and role by role, in your own file, for a fixed fee. Sessions cover what Florida makes them record: the delivery county behind each invoice’s surtax, taxable services, commercial rent after the October 1, 2025 repeal, reemployment tax on the first $7,000 of wages and fixed assets for the April 1 return.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 01 · What Florida makes your team record
What a Florida team has to record correctly.
Each row is a published Florida rule, the entry it asks of your team, and the check they learn to run before a report goes to your CPA.
| Item | The Florida rule | What the team records | The check they learn |
|---|---|---|---|
| Sales tax and surtax on each invoice | 6% state; the county surtax follows the county of delivery, on only the first $5,000 of certain taxable sales. DOR | The delivery address on every invoice and each item’s tax category | “See the math” on the invoice shows the state and county lines (Intuit); the Sales Tax Liability report agrees with Sales Tax Payable |
| Taxable services | Investigative and crime protection services, interior nonresidential cleaning and nonresidential pest control are listed as taxable. DOR | Those service items set as taxable, residential and exempt lines kept apart | A service invoice to a commercial customer shows the tax |
| Commercial rent | No state sales tax or surtax for rental periods beginning on or after October 1, 2025; periods through September 2025 stay taxable even if paid later. TIP 25A01-04 | Rent coded by occupancy period, not by payment date | Any 2025 rent invoice or bill is split at October 1 |
| Payroll: state income tax | “The State of Florida does not have a personal income tax.” DOR | No state withholding item; federal items plus reemployment tax | A pay stub shows no state income tax line |
| Payroll: reemployment tax | Only the first $7,000 of each employee’s wages in a year is taxable; new employers start at 2.7%; RT-6 due April 30, July 31, October 31, January 31. DOR | The assigned rate on the reemployment tax item; wages past $7,000 stop being taxed for the year | The quarter’s reemployment liability matches the payroll report before the RT-6 |
| Fixed assets | Form DR-405 to the county property appraiser by April 1. DOR | Equipment and furniture as assets when bought, with the date and cost | The fixed-asset list ties to the balance sheet |
Rates and rules as published by the Florida Department of Revenue. Which items and services are taxable is your CPA’s call.
§ 02 · What we make sure your team gets right
Three Florida habits good training builds in.
Each habit answers a published Florida rule, and each is cheaper to build in at entry than to correct at filing time.
6% + surtax
Train your team to invoice sales tax right
The day-to-day mistake is the wrong rate at invoice time. Florida’s state rate is 6%, and “the county surtax rate applies to a taxable item or service delivered into a county imposing a surtax,” on only the first $5,000 of certain taxable sales. We train your team to put the delivery county on each invoice so the rate is right at entry, not corrected later. Source: Florida Department of Revenue.Services
Florida taxes some services
The Department lists taxable services with the activities that require registration — investigative and crime protection services, interior nonresidential cleaning, nonresidential pest control — and repairing or altering tangible personal property. Owners who assume every service is exempt under-collect, so we flag taxable and exempt service lines in QuickBooks and apply the right rate. Source: Florida Department of Revenue.TPP
Record fixed assets as you buy them
The tangible personal property return, Form DR-405, goes to the county property appraiser by April 1, and filing on time keeps an exemption of up to $25,000 of assessed value. Equipment and furniture entered correctly when purchased keeps that schedule an export, not a hunt through the bank feed. Source: Florida Department of Revenue.§ 03 · What Florida training covers
Your team, confident on the Florida specifics.
We train on the day-to-day actions that keep a Florida file clean — tailored to each role.
01
Sales tax at invoice time
Train AR staff to apply 6% plus the delivery county’s surtax so invoices are right at entry.Sales tax help
02
Sales tax on services
Train your team to rate taxable services correctly — Florida taxes some services many people assume are exempt.Sales tax help
03
Fixed-asset entry
Train your team to record equipment and furniture as purchased, keeping the TPP schedule current year-round.Bookkeeping services
04
Role-specific workflows
Sessions tailored by role — owner dashboards, AR/AP, payroll entry — so each person learns exactly their part.QuickBooks accountant
05
Reporting your team can read
Train owners and managers to pull and read the reports that matter, so the books drive decisions, not just compliance.Financial statements
06
Onboarding-ready recordings
Sessions recorded in your own file so new hires can be brought up to speed without starting from scratch.QuickBooks setup
§ 04 · Worked example
One session, worked: a supplies sale and a cleaning invoice.
An illustrative session plan, not a client record. A Florida company sells cleaning supplies and provides interior nonresidential cleaning in two counties. The person who invoices practices in the company’s own file on two real draft invoices: supplies delivered to a customer in one county, and a cleaning visit to an office in the other.
Both carry the 6% state rate. Each carries the surtax of the county it is delivered to, so the two local lines can differ, and the cleaning visit is taxable because the Department lists interior nonresidential cleaning as a taxable service.
What the trainee does in the session
- Sets the delivery address on each invoice and confirms each item’s tax category
- Marks the cleaning service item taxable and keeps any residential service apart
- Opens “See the math” and reads the state line and the county line
- Runs the month’s Sales Tax Liability report and matches it to Sales Tax Payable
What the trainer checks before the session ends
- Each invoice shows the surtax of the county it was delivered to
- The cleaning invoice carries tax; the trainee can say why
- A rate that looks wrong is traced in Intuit’s order: the address and ZIP code, then the item’s tax category, then the exempt status
- A one-page reference of the steps stays with your team
QuickBooks behaviour as described in Intuit’s help article “Learn how QuickBooks automatically calculates sales tax” (updated 8/4/2026). TechBrot is not Intuit. Which services are taxable is your CPA’s call.
§ 05 · The scope
What we do — and what we don’t.
What TechBrot does
- Train staff to invoice 6% plus the delivery county’s surtax
- Train the team to record which services are taxable
- Train the team to code commercial rent by occupancy period
- Train payroll staff on the reemployment tax item and the $7,000 wage base
- Train the team to record fixed assets for the TPP schedule
- Tailor sessions by role and record them in your own file for onboarding
What your CPA does
- File the Florida sales tax return, the corporate income tax return, or the RT-6
- File the tangible personal property return
- Represent you before the Florida Department of Revenue
- Provide legal or tax advice
- Step 1
Free scoping call
A QuickBooks ProAdvisor reviews your team’s roles and the file to scope the training. - Step 2
Written fixed-fee scope
A written scope and fixed fee within 3 business days, by number of people and sessions. - Step 3
Live, role-specific sessions
We train each role live over screen-share in your own file on the Florida-specific entries, with practice on real data. - Step 4
Recordings & follow-up
Sessions recorded for onboarding, with follow-up support — or paired with monthly bookkeeping.
§ 07 · The advisory line
Automation handles the data entry. We handle the judgment.
The Florida mistakes training prevents are entry mistakes: the wrong county’s surtax on an invoice, a taxable service left untaxed, October 2025 rent still carrying tax, a new asset booked as an expense instead of a fixed asset. Each one is quicker to teach once than to find at filing time.
Pair training with monthly bookkeeping and your team handles day-to-day entry while a ProAdvisor keeps the close clean and the Florida figures ready for your CPA. TechBrot does not prepare or file tax returns; we work with your CPA or EA.
§ 08 · Around this page
Around Florida.
Florida QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the Florida tax terms in one place.QuickBooks training, nationally
The national engagement this page is the Florida version of — same scope, same written fixed fee.Also in Florida
Florida cities
Not sure where your file stands? Start with the free QuickBooks file review · how Florida compares: state-by-state tax quirks.
§ 09 · Around the engagement
Before you engage anyone.
QuickBooks Online vs Desktop in 2026
Which product to run on now that Desktop is a subscription — and what the decision means for training and support.
Open§ 10 · Common questions
Florida QuickBooks training questions.
What does Florida QuickBooks training cover?
A QuickBooks ProAdvisor trains your team, live over screen-share and role by role in your own file, on invoicing 6% plus the delivery county’s surtax, recording which services are taxable, coding commercial rent by occupancy period, reemployment tax payroll, and recording fixed assets for the TPP return. The focus is the Florida-specific entries that keep a file clean.
Who should attend the training?
Anyone who touches the books — owners, office managers, bookkeepers, and AR/AP staff. We tailor each session to the role: an invoicing clerk learns sales tax by delivery county, a bookkeeper learns which services are taxable, and an owner learns to read the reports that matter.
Is the training live or pre-recorded?
Live and interactive, over screen-share in your own QuickBooks file, so your team practices on real workflows rather than a generic demo. We can record the live sessions so you can onboard new staff with them later without paying for the training again.
How much does Florida QuickBooks training cost?
Fixed-fee against a written scope, never hourly — scoped to the number of people and sessions. You get the exact fee in writing within 3 business days of a free discovery call and the file information needed to quote.
Can you train my team and also keep the books?
Yes — you can pair training with monthly bookkeeping, so your team handles day-to-day entry while the books are prepared by a senior bookkeeper who works in your software, or by a signed specialist practice when your books need one, with every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. Every close is reviewed by a Certified QuickBooks ProAdvisor before it reaches you. Training-only is also fine.
Is this an in-person QuickBooks class in Florida?
No. Every session is live and remote, over screen-share, in your own QuickBooks file; there is no classroom and no certificate at the end. Intuit runs its own QuickBooks certification program, and TechBrot is not Intuit. The general curriculum is on the QuickBooks training page.
Do we still charge sales tax on commercial rent?
Not for rental or occupancy periods beginning on or after October 1, 2025, when the state sales tax on commercial rentals was repealed. Rent for periods through September 2025 stays taxable even if it is paid on or after October 1, 2025, so your team learns to code rent by occupancy period. Source: DOR TIP 25A01-04.
Checked against the Florida Department of Revenue.
Florida businesses start here