Software Training
Learn Your Software. Actually Use It.
Still guessing your way through QuickBooks, Odoo, or Cin7? Most software problems aren't the software; they're the training gap nobody closed.
Thousands
of businesses trained across accounting & ERP systems
Elite
QuickBooks ProAdvisor, nationally
Multi-Award
Winning Accounting & Systems Consulting Firm
BBB A+
Rated
Role Based
Training Options
U.S.A.
Remote & On-Site Training
Our Software Partners
Trusted by thousands of mid-market companies and small businesses
Why Software Training Matters
Most ROI loss isn't a software problem — it's an adoption problem. Poor training leads to bad data, messy workflows, and hours lost to frustration. Certum Solutions closes that gap so your team feels confident, accurate, and in control:
Understand your software instead of working around it
Clean up and optimize existing files or setups
Build simple, repeatable workflows for your staff
Increase adoption and reduce costly user errors
Unlock the ROI you expected when you bought the software
If your files need cleanup first, our bookkeeping cleanup services→
Why Most Software Rollouts Fail — And How Training Fixes It
Most failed software rollouts aren't a technology problem. They're a resistance problem. Teams don't reject new software because it's bad; they resist the change it represents: new habits, new screens, a new way of doing something they've done the same way for years. That resistance predictably shows up in three ways:
Status quo bias — "the old way worked fine, why fix it?"
Loss aversion — fear of losing speed or familiarity outweighs the promised gain
Decision overload — too many new features introduced at once, so none of them stick
Certum Solutions builds training around these realities instead of ignoring them — starting with quick wins, training internal champions who coach their peers, and following up long after the initial session so the habit actually forms. That's the difference between a rollout that sticks and one that quietly reverts to spreadsheets within three months.
Our team adoption and change management approach →
Training & Adoption Support for QuickBooks Online
QuickBooks Online is the go-to cloud platform for millions of businesses, but it's rarely plug-and-play out of the box. Certum Solutions offers a complete training track, a core-module track, a migration-focused track, or single-topic sessions covering:
Proper company and chart-of-accounts setup
Bank feeds, rules, and monthly reconciliations
Invoicing workflows and cash flow visibility
Automations and recurring transactions
Class & location tracking for multi-department businesses
Dashboard customization and advanced reporting
Role-based permissions and user management
Training & Adoption Support for QuickBooks Enterprise
QuickBooks Enterprise offers deeper controls and reporting, but only if it's configured correctly. Certum Solutions offers a complete training track and a core-module track covering:
Installation and multi-user setup
Advanced reporting and custom fields
Inventory and warehouse management
Pricing rules, assemblies, and BOMs
Payroll integration and role permissions
Audit trail management and security best practices
Training & Adoption Support for IES
For businesses that have outgrown QuickBooks, Intuit Enterprise Suite training is available as a complete track, a core-module track, or single-module sessions covering IES's expanded reporting, multi-entity, and workflow tools. Our step-by-step Intuit Enterprise Suite migration guide →
Our full Intuit Enterprise Suite setup and support services →
Odoo Training
Odoo connects sales, inventory, and accounting in one open-source ERP. As an Odoo Accountant, Certum Solutions teaches your team how to make it work for your business — not against it. Training is available as a full onboarding track, a core-module track, or single-module sessions covering:
Accounting & finance — journals, reconciliations, closing entries
Inventory & manufacturing — routes, BOMs, costing, quality control
CRM & sales — pipelines, quotes, order conversion
Purchasing — PO flows, vendor performance, landed costs
Reporting & dashboards — role-based KPIs and custom views
Certum Solutions is listed on Odoo's official Accountant Directory and provides ongoing bookkeeping and accounting support for businesses running Odoo — training complements that support whether or not Certum manages your books. Our Odoo accounting support →
Zoho & Xero User Adoption
For businesses running Zoho Books, Zoho One, or Xero, Certum Solutions provides setup guidance and hands-on walkthroughs covering chart-of-accounts configuration, bank feed automation, app integrations, and custom reporting for owners and CFOs.
Cin7 Inventory & Order Management Training
If inventory and order management keep you up at night, Certum Solutions's Cin7 Core and Cin7 Omni training — available as a full track or single-module sessions — covers:
Product and SKU structure design
Purchase and sales order workflows
Inventory adjustments and cost methods
Warehouse and bin management
Ecommerce integration with Shopify or Amazon
Reporting and accounting sync with QuickBooks or Xero
We train operations and accounting staff together so your numbers stay aligned across systems. Our Cin7 inventory software page.
Payroll & HR System Training
Certum Solutions also provides training on Paychex, Gusto, and QuickBooks Payroll covering initial setup, employee onboarding, payroll runs and reports, benefits and time-tracking modules, and multi-state compliance basics.
How Much Does Software Training Cost?
Training cost depends on the platform, whether you need a full onboarding track or a single-module session, and how many team members need to be trained. Rather than publish a flat rate that won't reflect your actual setup, Certum Solutions builds a custom quote after a short discovery conversation — so you're not overpaying for training you don't need or underbuying training that won't stick.
Certum Framework
Our Training Process
01
Discovery & Assess
Review your current systems, data, and team skill levels to pinpoint knowledge gaps
02
Customized Plan
Focused on your industry and business goals, not a generic slideshow
03
Live Sessions
Virtual or on-site, hands-on training in your actual files
04
Follow Up
Post-session check-ins to ensure your team keeps applying what they learned
Awards We’ve Won
FAQ
Frequently Asked Questions
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No. We train any business that needs help with QuickBooks, Odoo, Xero, Zoho, Cin7, or related software.
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Yes — we offer team sessions for accounting, operations, and leadership.
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Both. Most clients choose virtual sessions for flexibility and recording; on-site training is available in North Carolina and, for existing clients, nationwide.
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No — we work with anyone who needs help learning or implementing accounting or ERP software.
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Usually one to two sessions per software area. Larger implementations may include multi-week adoption plans.
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Yes — we often combine cleanup with training so you start fresh with accurate records.
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Construction, manufacturing, ecommerce, nonprofit, professional services, and other product-based businesses.
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We offer refresher sessions and new team onboarding support anytime you upgrade or expand.
Ready to Stop Guessing and Start Using Your Software with Confidence?
If your team struggles to understand your accounting or ERP software, it's costing you more than frustration — it's costing you time, accuracy, and opportunity.