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: bookkeeping checklist
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
