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: To-Do’s
Testimonial from To-Do’s, The Ultimate Party Store
My business kept growing but my bookkeeping system didn’t. I needed a better & more efficient way to track & pay bills. Vicki, as a QuickBooks expert, helped me figure out what was best for me and my company. I … read more
