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: annual accounting period
Setting-up Your Bookkeeping System
The first step in responsible business management is to set up a reliable bookkeeping system. Choose a simple record-keeping system that is easy to execute and understand. It should be simple, reliable, accurate, and consistent. It should also give you … read more
