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: ReceiptMatch
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
