Bookkeeping basics
The plain-English guide to how the books work — accounts, debits and credits, reconciliation — before any software training.
Read moreNew York
New York QuickBooks® training
Learn QuickBooks the way your business actually uses it.
One-on-one QuickBooks training from a QuickBooks ProAdvisor, taught live on your own company file — built around your role, your industry, and the New York tasks that trip people up. Every session is recorded.
Fixed fee, all 62 counties.
State rule
New York rule: a sales-tax return must be filed by its due date even when the business made no taxable sales or purchases in the period; sessions cover pulling each period’s figures from QuickBooks, zero periods included. Source: NYS Tax Department, filing sales tax returns.
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
New York QuickBooks training, in brief.
§ In brief
New York QuickBooks training is live, one-on-one instruction on your own company file over screen-share, built around what you actually do: bank-feed categorizing, reconciling, invoicing, reports and filing sales tax at NYC’s 8.875% combined rate. It runs a few focused hours, recorded for your use, on one fixed fee scoped in writing before the first session.
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 New York QuickBooks training covers.
Every session is scoped to your role and your file, delivered live 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 · NY sales tax
NYC & NY sales tax
Tracking destination-based sales tax including NYC’s 8.875% combined rate, and preparing the quarterly New York State return so it reconciles to the books rather than being reconstructed later.
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 New York business is doing.
§ 03 · The scope
What training gives you — and what it doesn’t.
Training covers
- Live 1-on-1 instruction on your own QuickBooks file
- Role-based sessions (owner / bookkeeper / office manager)
- NYC & NY sales-tax tracking and quarterly filing
- 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
We coordinate directly with your CPA or EA, who files your New York and federal returns and the NYC UBT.
§ 04 · 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 NYC sales-tax item is set up correctly for your industry, 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, how to read what a report is really telling you, and what to check first when the New York 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 New York State Department of Taxation and Finance.
§ 05 · 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.
§ 06 · 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§ 07 · Around this page
Around New York.
New York QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the New York tax terms in one place.QuickBooks training, nationally
The national engagement this page is the New York version of — same scope, same written fixed fee.Also in New York
New York cities
Not sure where your file stands? Start with the free QuickBooks file review · how New York compares: state-by-state tax quirks.
§ 08 · Questions
What people ask before booking QuickBooks training.
What is QuickBooks training and how is it delivered?
QuickBooks training is live, one-on-one instruction from a QuickBooks ProAdvisor, delivered remotely over screen-share on your own company file. Rather than a generic course, each session is built around what you actually do in QuickBooks — your transactions, your reports, and the New York tasks like sales-tax filing that matter to your business. Every session is recorded so you and your team can refer back to it later.
How much does QuickBooks training cost in New York?
Training is priced as one fixed fee, scoped in writing for the sessions you need. Most New York business owners and bookkeepers need only a few focused sessions rather than a long course, because training is targeted to exactly what you need to learn. 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 New York 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 NYC and New York sales tax?
Yes — it’s one of the most requested topics for New York businesses. Sessions cover setting up QuickBooks to track destination-based sales tax, including New York City’s 8.875% combined rate, and preparing the quarterly New York State return so your filing reconciles to the books. Getting sales tax tracked correctly in QuickBooks is one of the most common things New York owners get wrong, and it’s straightforward once you’ve been shown how.
How is training different from doing my bookkeeping?
Training teaches you to run QuickBooks yourself; bookkeeping is us doing it for you. You can start with training to get confident, then move to monthly bookkeeping as they 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 is a bookkeeping and advisory firm — we teach you the software and keep your books accurate, but we do not file tax returns or represent clients before tax authorities. We coordinate directly with your CPA or EA, who files your New York and federal returns and the NYC UBT.
§ 09 · 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