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: organization
Why Aren’t You Being More Productive
This month we have a guest blogger – Cathy Sexton. Cathy owns a company called the Productivity Experts. After winning her own battle with “workaholism” and a stress-induced life threatening illness. Cathy is committed to helping people accomplish more, with … read more
Windows 10 BEWARE!!
Don’t rush to update to Windows 10! Microsoft will begin launching Windows 10 and offering it to many of you for free. Beware-they want you to do the debugging for them! Never accept an update or software change when it … read more
Get Organized for the 2013 Tax Season
Tax time is quickly approaching – are you ready? Quality Accounting Solutions can help get your business books in order for your tax preparer. Before you hand over a mass of receipts and miscellaneous papers, follow these steps to get … read more
A free tool to stay organized – TRELLO
I was introduced to a really cool, free tool awhile back that I use daily to keep me organized. It is Trello. It can be used on the computer and on the smartphone. Trello is a collaboration tool that organizes … read more
Are your “circuits” overloaded (part 2)
Last time we talked about the article that I had read by Edward M. Hallowell, MD “Overloaded Circuits: Why Smart People Underperform” and how it had gotten me to think about how we tend to overload and try and do too much. When … read more
Are your “circuits” overloaded?
Read an article that gave me reason to ponder and wonder… The article is by Edward M. Hallowell, MD “Overloaded Circuits: Why Smart People Underperform” (click to the link to read the full article). He talks about a common condition … 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