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: employee
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
Contractor or Employee? How the Income Tax Obligations Differ
It’s a very important distinction, and one that can get you in hot water if you misclassify workers. Full-time employees of companies often look at independent contractors with envy. They can generally work whatever hours they want. They can sit … 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
Are you a Micromanager?
You took a good idea and created a solid business. Eventually your business grew enough that you could afford to hire knowledgeable people you trust for key positions to help you succeed. Yet you find yourself hovering and your employees … read more
Managing Your Team: Communication, Expectations and Empowerment
Many business owners have had the pleasure of working for a boss or two who did not know how to manage people. These people tended to avoid direct communication, did not apply the rules to all employees, were generally … read more