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: productivity booster
Productivity Pick-Me-Ups for the Afternoon Slump
We’ve all been there: it’s late afternoon and we have zero energy left for the day, and no idea how we will get through the rest of our work. Cathy Sexton from Productivity Experts recommends some strategies to help get through it. Productivity … read more
