Services

The Main Service that we Provide are:

  • QuickBooks Classroom Training
  • QuickBooks consultations including
    • Product Advice & Sale,
    • Installation & Upgrades,
    • Setup & Customising of your file
    • Specific training for your situation
    • Troubleshooting
  • One on One or Onsite Client/Staff training
  • Remote Support

Our Consultations & One on One Training are generally onsite at your business or home. We work on your computer, using your files, with your data. If preferred we can do this at our office. Either you can bring a backup of your own data or we can train on my training files.

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We specialise in Reckon products including QuickBooks & Retail Point of Sale.

How long are Consultations

A consultation would normally last between 2 to 4 hours, depending on your business set-up and type of consultation. In some circumstances a number of consultations may be required to achieve your desired results.

How many consultations will depend on certain of things which include:

  • Your current skill levels,
  • The complexity of the business,
  • How quickly you pick things up.

As a General Rule:

  • Somebody new to QuickBooks will take between 8-12 hours to get "up and running" - ie invoicing & banking, recording expenditure correctly and reconciling bank accounts.
  • An existing user may require an initial 2 to 4 hours to assess their skills and current file setup, especially if using the integrated payroll. As I find the Payroll are not correctly attached.
    • Then a regular Consultation (eg. once a quarter) can be really beneficial for streamlining procedures, fine-tuning your skills and QuickBooks file, or sorting out those transactions that need attending and you are not sure how to handle them (eg. bad debts, stale cheques, refunds etc)
In the end, you are the one who determines how often we visit.

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What are the Charges?

Consultations are charged at $99 per hour [including GST].

For areas outside of Rockhampton - Travel is charge at $1.35 per klm for the round trip, So if you are in Yeppoon than that usually works out to be approx $115.

Our Area of Service

We are based in Rockhampton, Central Queensland.

Apart from servicing the Rockhampton area we also normally service from Westwood/Bouldercombe/Gracemere to Yeppoon/Emu Park.

We also service other areas by arrangement, this may require overnight accommodation, which will be charged to the client.

Due to our Mobile Classroom Training Centre we also service areas from Cairns Hinterland to Bundaberg and west to Emerald. While in any of these areas we are available for Consultancies and Onsite visits. Check on the Training Dates page for Dates we will be in these areas.

Want to Book or find out more?

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Point of Sale

If you are opening a new store for the first time, or have decided to upgrade from a cash register, then Reckon's Retail Point of Sale is what you need.

Finding the right software is one thing but you then have to find the point of sale hardware that is compatible with your software, it also has to be compatible with your accounting software. Carolyn at Carolyn’s Bookkeeping & Training Service can solve all of the above issues in one easy step.

We are not just a retailer of Point of Sale software. We can supply all the software, the hardware package, including Touch Screens & Touch Screen Computer Packages and accounting software.

Carolyn has RECKON Accreditation in Point of Sale as well as QuickBooks. We specialize in the setting up and training not just the Point of Sale software but also on the accounting software [QuickBooks] as well.

Carolyn has written her own Point of Sale Training Manual for use in training POS Clients and their staff.

Our knowledge and experience has come from attending training course and hands on experience using the system.

If you wish to implement a Point Of Sale system or already have Reckon Retail Point of Sale and need some training or support, then please don’t hesitate to contact Carolyn’s Bookkeeping &Training Service ... visit our contact page for details.

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Upgrades and Troubleshooting

Upgrades

When upgrading your file to the current version you will have to do several upgrade steps to achieve this. Because this can be a daunting task for some of you consider letting us do it for you. We have been trained in the correct upgrade procedures.

It doesn’t matter how young or old your file is we follow the same procedures when we perform an upgrade.

The upgrade procedure may sound simple, but at times this can be a very challenging task on some files.

How long does it take to Upgrade your file?
As the old saying goes “How long is a piece of string?” If it is a basic file and we encounter no major problems it may take 1 to 2 hrs. But because every upgrade and every file is completely different, and because of the size and complexity, we can not estimate how long it will take.

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Troubleshooting

This can take on many forms. When you are having trouble with any aspect of your QuickBooks or Retail Point of Sale and you cannot solve it yourself than give us a call to Troubleshoot and see if we can find a solution to your problem.

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