4 Components of a Good Training Video

In my last blog, I talked about our new Online QuickBooks Training site to help you better manage your business finances. I want to share a bit more about my philosophy around training.

For years, I’ve been doing training on QuickBooks and a variety of accounting tasks for my work at Fourlane and as a guest speaker at industry conferences. After working on more then 20 hours of training videos, nearly 200 videos total, I have a definite opinion on what needs to be included in a training video. Here’s my recipe for success:

  • Provide real-world examples. I recently took a seminar where the instructor was so disorganized and I had no idea what he was talking about. He went through his training without sharing the reason anyone would need to do what he was teaching. That’s why I work hard to ensure my trainings revolve around real scenarios as to how a customer could use a feature or workflow.
  • Move quickly. If the flow is too slow, attendees may be tempted to multi-task with email or Facebook. Because most of my training is done through video, viewers can pause and rewind if they need to.
  • Drill down to details. I am very aware that my viewers are watching the videos because they need more information to do their jobs. For that reason, I go into the accounting behind the transaction and share the results. This could mean showing how to create an invoice and add the item, or explaining why the transaction resulted in debits and credits, for example.
  • Don’t script it! Scripting means you’re tempted to read word-for-word (boring). I start with an outline (remember, the scenario) so I don’t forget anything and then just pretend I’m training a real person, one-on-one.

After finalizing all these videos, I think my process works! Check them out today! We have a 7-day free trial period.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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