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: loans
Bookkeeping Versus Accounting
What is the difference between accounting and bookkeeping? Many people think that bookkeeping and accounting are the same thing, but bookkeeping is supplemental to accounting. Bookkeeping is the process of recording, classifying, tracking, and monitoring financial transactions; it is all … read more