Bookkeeping basics
The plain-English guide to how the books work — accounts, debits and credits, reconciliation — before any software training.
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Indiana QuickBooks® training
Learn QuickBooks the way your business actually uses it.
One-on-one QuickBooks training from a QuickBooks ProAdvisor, taught live and remotely over screen-share on your own company file — built around your role, your industry, and the Indiana entries that trip people up: county income tax set by where each employee lived on January 1, the 7% sales tax, and WH-1 and ST-103 dates on the 20th or the 30th. Not a classroom course. Every session is recorded.
Fixed-fee session bundles, all 92 counties.
State rule
Indiana rule: county income tax is withheld at the rate of the county where the employee lived on January 1, so each employee’s county has to be set in payroll from their Form WH-4. Source: Indiana DOR Departmental Notice #1.
What you can check before you sign
- Fixed fee, written first
- Your own QuickBooks file
- No hourly billing
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.
§ 01 · In brief
Indiana QuickBooks training, in brief.
§ In brief
Live, one-on-one Indiana QuickBooks training runs over screen-share on your own company file; you buy fixed-fee bundles of sessions, agreed in writing. Sessions are built around what Indiana makes your team record: county income tax by where each employee lived on January 1, the 7% sales tax, and WH-1 and ST-103 returns due on the 20th or 30th.
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,
§ 02 · What we cover
What Indiana QuickBooks training covers.
Every session is scoped to your role and your file, delivered live and remotely by a TechBrot QuickBooks ProAdvisor and recorded for the team.
01 · Daily work
Daily transactions & bank feeds
Entering income and expenses, categorizing bank-feed transactions correctly, and setting up bank rules so the routine work stays fast and accurate instead of piling up.
02 · Reconciliation
Reconciliation done right
How to reconcile bank and credit-card accounts every month, what to do when it won’t balance, and why reconciliation is the habit that keeps your books trustworthy.
03 · Indiana taxes
Indiana sales tax & county LIT
Applying the 7% sales tax to taxable items, keeping sales your CPA treats as exempt apart, and setting up county local-income-tax (LIT) withholding in payroll by each employee’s county of residence on January 1 (Form WH-4) so payroll and filings reconcile.
04 · Receivables
Invoicing, payments & A/R
Creating and sending invoices, recording payments, managing who owes you, and keeping accounts receivable clean so cash flow reflects reality.
05 · Reporting
Reports that mean something
Running and reading the profit-and-loss, balance sheet, and the handful of reports that actually tell you how the Indiana business is doing.
§ 03 · What Indiana makes your team record
What an Indiana team has to record correctly.
Each row is a published Indiana rule, the entry it asks of your team, and the check they learn to run before a return goes to your CPA.
| Item | The Indiana rule | What the team records | The check they learn |
|---|---|---|---|
| Sales tax on each invoice | Sellers of goods register “to collect a seven percent sales tax.” DOR | Each item’s tax category and the customer’s exempt status | “See the math” on the invoice shows the tax (Intuit); the Sales Tax Liability report agrees with Sales Tax Payable |
| ST-103 and WH-1 dates | Sales tax: the 20th for an average monthly liability of $1,000 or more, otherwise the 30th; WH-1: the 20th above $1,000, otherwise the 30th; WH-3 by January 31. DOR deadlines | A monthly close that finishes before your filing day | Late payment costs 10% of the unpaid tax or $5, whichever is greater (DOR) |
| Payroll: state withholding | “The Indiana Individual adjusted gross income tax rate for 2026 is 2.95%.” DOR | The Indiana state withholding item, with exemptions from each WH-4 | State withholding on the payroll report ties to the WH-1 |
| Payroll: county tax | “If an individual resides in an Indiana county on Jan. 1, the rate corresponds to that county of residence”; a nonresident working in Indiana on January 1 uses the county of work. Departmental Notice #1 | Each employee’s January 1 county from their WH-4, selected under the employee’s local taxes (Intuit) | Each pay stub’s county line matches the rate in the current notice |
| Fixed assets | Business personal-property forms are filed with the assessor each year, due May 15, 2026; property under $2,000,000 in acquisition cost in the county is exempt, claimed with Form 104. DLGF | Equipment as an asset when bought, with its cost, date and county | The fixed-asset list by county ties to the balance sheet |
Rates as published by the Indiana Department of Revenue and the DLGF; county rates change, and the current Departmental Notice #1 governs. Which sales are exempt is your CPA’s call.
§ 04 · Worked example
One session, worked: a new hire from the next county.
An illustrative session plan, not a client record. An Indiana business hires someone who works at its location in one county but lived in a neighboring county on January 1. The person who runs payroll practices the setup in the company’s own QuickBooks file before the first paycheck.
Both the Department’s notice and Intuit’s help article tie county tax to where the employee lived and worked on January 1, so the county on this employee’s record is the January 1 county of residence, not the county of the workplace.
What the trainee does in the session
- Reads the county of residence and county of work from the new hire’s Form WH-4
- Opens the employee’s tax withholding and selects the applicable local taxes
- Previews a paycheck and reads the state line and the county line
- Looks up the county’s rate in the current Departmental Notice #1 and compares
What the trainer checks before the session ends
- The county on the record is the January 1 county of residence
- The paycheck’s county rate matches the notice
- The trainee knows the WH-1 date for the business: the 20th or the 30th
- A one-page reference of the steps stays with your team
QuickBooks steps as described in Intuit’s help article “Set up local taxes in payroll”. TechBrot is not Intuit. We never guess a county rate.
§ 05 · The scope
What training gives you — and what it doesn’t.
Training covers
- Live 1-on-1 instruction, remote over screen-share, on your own QuickBooks file
- Role-based sessions (owner / bookkeeper / office manager)
- Indiana 7% sales-tax handling and county-LIT payroll withholding
- Reconciliation, invoicing, payments, and reporting
- A recorded video of each session for the team
Not training
- Filing your tax returns — that’s your CPA or EA
- Doing the bookkeeping for you — see monthly bookkeeping
- Fixing a broken file — see cleanup
- Representing you before tax authorities — out of scope
TechBrot does not prepare or file tax returns; we work with your CPA or EA. Your CPA or EA files your Indiana and federal returns and the sales-tax and county-income-tax returns.
§ 06 · The advisory line
Automation handles the data entry. We handle the judgment.
A video tutorial can show you which buttons to click. It can’t tell you whether your sales-tax items are mapped correctly for your industry, which county-LIT rate applies to an employee who just moved, or why your reconciliation keeps drifting by a few dollars every month. The mechanics are the easy part — and increasingly, automation handles the routine data entry on its own.
Training from a QuickBooks ProAdvisor teaches the judgment behind the clicks: why a transaction belongs in one account and not another, which county’s LIT rate your payroll should withhold, how to read what a report is really telling you, and what to check first when the books look wrong. That’s the layer that keeps you confident in your own QuickBooks long after the session ends. Explore ongoing monthly bookkeeping
Checked against the Indiana Department of Revenue.
§ 07 · Who works on your books
Your TechBrot team.
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a senior bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A U.S.-based bookkeeper is available on request; we can share their public directory profile with you.
Specialists when your books need them.
Senior bookkeepers who specialize in rental portfolios and Xero, and specialist partner practices for trust accounting for law firms and CFO advisory. We bring the right one onto your engagement when your business calls for it, under the same standards and review.
§ 08 · Around the engagement
Around the engagement.
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.
Read more§ 09 · Around this page
Around Indiana.
Indiana QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the Indiana tax terms in one place.QuickBooks training, nationally
The national engagement this page is the Indiana version of — same scope, same written fixed fee.Also in Indiana
Indiana cities
Not sure where your file stands? Start with the free QuickBooks file review · how Indiana compares: state-by-state tax quirks.
§ 10 · Questions
What people ask before booking QuickBooks training.
How much does QuickBooks training cost in Indiana?
Training is sold as fixed-fee session bundles, scoped in writing for the sessions you need, and targeted to exactly what you need to learn rather than a long course. We confirm the fee before the first session — to book, call (877) 751-5575 or schedule a free call online.
Do you train on QuickBooks Online or Desktop?
Both. TechBrot’s senior reviewer, a Certified QuickBooks ProAdvisor, holds the Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, so training is delivered on whichever version your business runs. If you’re deciding between Online and Desktop, that conversation is part of the session — and if you haven’t set up yet, we’d start with QuickBooks setup first.
Who is QuickBooks training for?
Owners, in-house bookkeepers, and office managers at Indiana businesses who keep their own books and want to do it correctly and efficiently. Training is role-based — an owner who mainly reviews reports needs different sessions than a bookkeeper running daily data entry — so we tailor the content to who’s being trained and what they’re responsible for.
Will training cover Indiana sales tax and county income tax?
Yes. Sessions cover applying the 7% sales tax to taxable items and keeping sales your CPA treats as exempt apart, plus setting up county local-income-tax (LIT) withholding in payroll by each employee’s county of residence on January 1, from Form WH-4. We never guess a county rate — we show you how to pull the current figure from the Indiana DOR’s Departmental Notice #1. Source: Departmental Notice #1.
How is training different from doing my bookkeeping?
Training teaches you to run QuickBooks yourself; bookkeeping is us doing it for you, with books prepared by a senior bookkeeper who works in your software, or by a signed specialist practice when your books need one and every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. You can start with training to get confident, then move to monthly bookkeeping as you grow and want the time back. If your file already has problems, training won’t fix those — that’s a cleanup — but we’ll tell you which one you need.
Do you file my taxes as part of training?
No. TechBrot does not prepare or file tax returns; we work with your CPA or EA. We teach you the software and keep your books accurate, and we do not represent clients before tax authorities. Your CPA or EA files your Indiana and federal returns and the sales-tax and county-income-tax returns.
Is this an in-person QuickBooks class in Indiana?
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.
An employee moved counties mid-year. What changes in payroll?
Indiana ties county tax to where the employee lived on January 1: “If an individual resides in an Indiana county on Jan. 1, the rate corresponds to that county of residence,” and Intuit’s payroll article says the same of the current year. So the county on the record stays the January 1 county for this year, and the new county applies from the next January 1. Sources: Departmental Notice #1, Intuit.
§ 11 · Talk to a client advisor
One call tells you exactly where your books stand.
Tell us who uses QuickBooks and where they get stuck. We’ll tell you what training would fix.
What happens when you call