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: Spry Digital
Closing Deals with EchoSign
By Sheila Burkett, Partner at Spry Digital, LLC When we started Spry Digital, one of our goals was to be as paper free as possible. That goal was going to be very hard to achieve when we started getting agreements … read more
