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: quickbooks
How QuickBooks Helps You Accelerate Receivables
Getting paid by your customers in a timely fashion is one of the biggest challenges of being a business owner. QuickBooks can help in several ways. You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour … read more
Hiring Your First Employee? 5 Tax-Related Steps
Be prepared for a mountain of paperwork, much of it related to income taxes. Adding your first employee to your small business comes with good and bad news. The good, of course, is that you’re succeeding so well that you … read more
W-9’s and 1099’s
2013 is coming to a close, which means taxes will be due soon. If you are a small business it is important to meet with your tax professional BEFORE the end of the year to review your current accounting methods, … 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
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
Corporate Classes Offered at Lewis & Clark Community College
Ready to use QuickBooks the way it was meant to be used? Register with LCCC Register now for Professional Development classes at Lewis and Clark Community College. This fall Vicki Borror is teaching classes covering Basic QuickBooks, Using QuickBooks and … 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 Cash Flow (part 2)
Last time we talked about using Accounts Payable or vendor payments to help manage your cash flow by negotiating discount terms, delaying payment, and using credit cards. Now let’s talk about Accounts Receivable. Accounts Receivable is invoicing your clients or … read more
