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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Are you running the most current release of QBDT?
Intuit frequently releases software updates to fix bugs. You can go here to see if you are up to date https://quickbooks.intuit.com/community/Help-Articles/Recent-changes-improvements-and-fixes-in-QuickBooks-Desktop-2019/m-p/203708