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: Trello
6 Fantastic Productivity Apps for iOS and Android
This month we have a guest blogger – Cathy Sexton. Cathy owns a company called the Productivity Experts. Read what she has to say about 6 Fantastic Productivity Apps for iOS and Android. 6 Fantastic Productivity Apps for iOS … read more
A free tool to stay organized – TRELLO
I was introduced to a really cool, free tool awhile back that I use daily to keep me organized. It is Trello. It can be used on the computer and on the smartphone. Trello is a collaboration tool that organizes … read more
