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: management
Do You Need to File Form 1099s?
There are a number of situations where you’ll have to create and/or file Form 1099s. Are you affected? If you’ve been sending Form 1099s for years, you’re probably already working on them or have completed them. If you receive them … read more
10 Common Accounting Mistakes Business Owners Make
I recently came across this great article from Intuit that I thought was important to share. It really summarizes the importance of the role that accounting plays in your business. Thank you John!! John Rampton, founder of invoicing service Due.com, … read more
Are you a Micromanager?
You took a good idea and created a solid business. Eventually your business grew enough that you could afford to hire knowledgeable people you trust for key positions to help you succeed. Yet you find yourself hovering and your employees … read more
Managing Your Team: Communication, Expectations and Empowerment
Many business owners have had the pleasure of working for a boss or two who did not know how to manage people. These people tended to avoid direct communication, did not apply the rules to all employees, were generally … read more
The Importance of an Organizational Chart
Whether you are in the process of creating your business plan or you would just like a few tips on how to fine tune your current business operations, we can make your process less painful and possibly more inspiring. When laying … read more
