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: receipts
Avoid a Problematice Audit with Complete and Accurate Books
While Tax law does not require businesses to maintain books and records in any particular way. It does require them to keep accurate and complete set of books. Businesses are also required to keep supporting evidence for those records (i.e. … 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
Avoiding Common Bookkeeping Mistakes
From sole proprietors to major corporations, bookkeeping is a significant part of any business. While it is typically not one of the more exciting jobs, bookkeeping is at the heart of a company’s success, and errors can cost the company … read more
Accurate Records: It’s All in the Details
Keeping accurate records is not difficult, but it can be time consuming. In order to cut down on the time you spend on your bookkeeping and the money you spend on your bookkeeper and accountant, we have a few helpful … read more
