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: sales tax
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
