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: financial planning
All About Tax Returns
All About Past Due Tax Returns Taxpayers neglect to file returns for countless reasons. If you’re one of them, here’s what you need to know. Believe it or not, there are individuals who don’t file tax returns even though they’re … read more
Don’t Procrastinate, Start Planning Now for 2015 Tax Returns
Even if your 2014 refund hasn’t hit the mailbox yet, it’s time to get a jump on your 2015 taxes. Don’t wait until the end of the year to think about managing your taxes and minimizing the hit to your … read more
