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: audit
Q&A: IRS Audits
Being selected for an audit doesn’t mean that you’re suspected of incorrectly reporting your taxes. There’s no getting around it: The prospect of being audited by the IRS is unnerving. But the agency chooses to audit individuals and businesses for … 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
