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: budget
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
How to Create a Business Budget
If you use it, a well-planned budget can be a powerful business tool. Used with a working business plan and QuickBooks software, a budget will help you make well informed choices for your business. Create Monthly and Yearly Projections A … read more
Projecting Success For Your Business
Why do I need a budget? Knowledge is Power You might be able to run your business without a plan but you will not be able to effectively and efficiently run your business without a working budget. If you do not … read more
Is This Trade Show for You?
Have you ever considered taking your business to a trade show? Our friend Richard Avdoian has extensive experience with trade shows, sales and marketing. The following is a bit of advice on how to make sure you invest wisely when … read more
