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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Tag Archives: accounting
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
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
Windows 10 BEWARE!!
Don’t rush to update to Windows 10! Microsoft will begin launching Windows 10 and offering it to many of you for free. Beware-they want you to do the debugging for them! Never accept an update or software change when it … read more
10 Common Accounting Mistakes Business Owners Make
I recently came across this great article from Intuit that I thought was important to share. It really summarizes the importance of the role that accounting plays in your business. Thank you John!! John Rampton, founder of invoicing service Due.com, … read more
Don’t Procrastinate, Start Planning Now for 2015 Tax Returns
Even if your 2014 refund hasn’t hit the mailbox yet, it’s time to get a jump on your 2015 taxes. Don’t wait until the end of the year to think about managing your taxes and minimizing the hit to your … read more
The Importance of a Proper Foundation
In addition to the water that evaporates while curing, concrete is made up of 3 fundamental components: sand, rock and cement. When mixed together in the proper ratio, and allowed to ‘cure’ over time, concrete becomes the ‘foundation’ for almost … read more
8 Steps To Protect Yourself From Business Fraud
The following article was previously posted in the “Intuitive Accountant” by Renee Lacerte. For small companies and accounting firms, fraud is becoming an increasingly big issue. The fact is criminals know that small businesses tend not to have adequate fraud … read more
Avoid a Problematice Audit with Complete and Accurate Books
While Tax law does not require businesses to maintain books and records in any particular way. It does require them to keep accurate and complete set of books. Businesses are also required to keep supporting evidence for those records (i.e. … read more
Get Organized for the 2013 Tax Season
Tax time is quickly approaching – are you ready? Quality Accounting Solutions can help get your business books in order for your tax preparer. Before you hand over a mass of receipts and miscellaneous papers, follow these steps to get … read more
