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: SBA
Conducting a Market Analysis
Now that you have chosen your business entity and started filing your paperwork, it’s time to seriously layout your business plan. If you read our previous blog, then you know that there are a variety of resources for helping you … read more
Plan your American Dream
For many Americans owning their own business is the key to self-fulfillment. Not only do we envision ourselves doing what we love to do, but working alongside people we respect and love. We also imagine money in the bank, a … read more
