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
Insurance to Keep Your Business Alive
This blog is by our guest, Deanne Stegeman with Country Financial. Previously our business blog has addressed business owners delegating tasks and leading without micro-managing, but what happens to your business when you are incapacitated or deceased? It is important … read more
