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: Intuit
QuickBooks Classes at Lewis and Clark
Coming soon Vicki Borror will be teaching a few classes at Lewis and Clark Community College. She will be offering three QuickBooks’ classes through the Corporate and Community Learning program. The classes will be at the N.O. Nelson Campus in … read more
Better Business with Intuit’s Field Service Management
By Charlie Bukowski, President of CN Systems. Field Service Management is a requirement that many companies face. If your business dispatches technicians to serve customers, you need to know where those technicians are located to efficiently utilize them to better serve your … read more
American Express Receipt Match for QuickBooks
The following blog was originally posted on November 6, 2013 at IntuativeAccountant.com. Brad Smith, CEO of Intuit, recently referenced the addition of an American Express APP to Intuit’s open platform. The APP enables small business customers to take pictures of … read more
