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: Record Keeping
Getting Ready for Year end – October/November
If you haven’t noticed 2017 is looming very near! Stay tuned and I will give you some reminders & tips to get to the end a little bit smoother this year. One this that is really important this year is that you … read more
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
Reasons You need to Outsource Your Bookkeeping
1. YOU’RE ACTING AS CEO & CBO (CHIEF BOOKKEEPING OFFICER). Unless you’ve inherited a fully staffed and successful business operation, it’s likely that, over the years, you have worn more than your fair share of hats in order to grow your … 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
QuickBooks Training at Lewis & Clark Community College
QuickBooks training at Lewis & Clark Community College This Spring Vicki Borror will be teaching classes at Lewis and Clark Community College. She will be offering three QuickBooks’ classes through the Corporate and Community Learning program. All three classes will … 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
Mileage Rate Changes for 2016
The IRS has adjusted the mileage rate for 2016. Beginning on Jan. 1, 2016, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be: 54 cents per mile for business miles driven, … 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
Year-End Bookkeeping Checklist
As the end of the year approaches you might be overwhelmed just thinking about getting your books in order. If you are like most small businesses and submit your information to a CPA to prepare your Federal Taxes, the more … read more
QuickBooks Classes at Lewis and Clark
Coming soon Vicki Borror will be teaching a few classes at Lewis and Clark Community College. She will be offering three QuickBooks’ classes through the Corporate and Community Learning program. The classes will be at the N.O. Nelson Campus in … read more
