Power Session Topics
Session 1 – getting started & Basics refresher
- QB tips, file health
- Free QB manual
- Navigating Menu bar, Centers, Home page
- Customizing views
Session 2 – defining data
- Importance of easily finding info with a click
- Using “canned” reports by using set fields
- Use, customizing, and management of all lists
Session 3 – working with lists
- Chart of Accounts – how many is too many?
- Customers/Jobs – set up, types, custom fields
- Vendors – contacts tab, notes tab
- Customizing lists view
- Management of lists
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Category Archives: Conserve Cash
Are You Saving for Your Retirement?
You didn’t get in to business to work 24/7 and then just walk away broke right? Yes its expensive to be a sole proprietor but that doesn’t mean you should neglect saving for your retirement. The IRS offers a handful … read more
All About Tax Returns
All About Past Due Tax Returns Taxpayers neglect to file returns for countless reasons. If you’re one of them, here’s what you need to know. Believe it or not, there are individuals who don’t file tax returns even though they’re … read more
Do You Need to File Form 1099s?
There are a number of situations where you’ll have to create and/or file Form 1099s. Are you affected? If you’ve been sending Form 1099s for years, you’re probably already working on them or have completed them. If you receive them … read more
What You Need to Know About Estimated Taxes
It’s not just self-employed individuals who are required by the IRS to pay estimated taxes. There are numerous advantages to being self-employed. The top benefit that most full-time, must-report-to-the-office employees envy the most is your ability to establish your own … read more
Managing Cash Flow (part 2)
Last time we talked about using Accounts Payable or vendor payments to help manage your cash flow by negotiating discount terms, delaying payment, and using credit cards. Now let’s talk about Accounts Receivable. Accounts Receivable is invoicing your clients or … read more
How to Create a Business Budget
If you use it, a well-planned budget can be a powerful business tool. Used with a working business plan and QuickBooks software, a budget will help you make well informed choices for your business. Create Monthly and Yearly Projections A … read more