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: expenses
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
If You Have Filed Your Taxes, Good Job!! If You Haven’t, Here are Some Last Minute Tips!
Are You Claiming All of Your Tax-Deductible Business Expenses for 2015? Haven’t completed your 2015 taxes yet? You’re cutting it close. Don’t short-change yourself on business expenses, though. If you’ve been in business for several years, you have a pretty … read more
Mileage Rate Changes for 2016
The IRS has adjusted the mileage rate for 2016. Beginning on Jan. 1, 2016, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be: 54 cents per mile for business miles driven, … read more
Get Organized for Tax Time
Whether you’re a small business owner or a self-employed contractor itemizing deductions, it’s that dreaded time of year again, tax time. Are you running around collecting receipts and bank statements, wondering how you got yourself into this mess again this … 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