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: Legal Issues
Part 2: Outsource Your Bookeeping–Time for the Experts
4 Common Bookkeeping Pains for Small Business Owners Business owners, especially of smaller organizations, have plenty on their plate – sales, marketing, networking, administration, accounting, etc. Managing everything can be overwhelming. Oftentimes, the bookkeeping processes are not properly handled because, … read more
If You Have Filed Your Taxes, Good Job!! If You Haven’t, Here are Some Last Minute Tips!
Are You Claiming All of Your Tax-Deductible Business Expenses for 2015? Haven’t completed your 2015 taxes yet? You’re cutting it close. Don’t short-change yourself on business expenses, though. If you’ve been in business for several years, you have a pretty … read more
Did You Get a Letter From The IRS?
Why You Might Get a Letter from the IRS, and What to Do Don’t panic: It isn’t necessarily bad news. But you may need to deal with it. Getting a letter actually addressed to you personally is becoming a thing … 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
2015 is a Payroll Leap Year!!
Did you know that there was a payroll leap year? If you pay weekly or biweekly, you may have an extra pay period in 2015-27 biweekly dates instead of 26 or 53 weekly dates instead of 52 depending on what … 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
Closing Deals with EchoSign
By Sheila Burkett, Partner at Spry Digital, LLC When we started Spry Digital, one of our goals was to be as paper free as possible. That goal was going to be very hard to achieve when we started getting agreements … read more