Vicki was able to assist our contractor members who have been looking for additional support with their companies QuickBooks programs. Vicki provided them with tools and training to help them run their accounting more efficiently. The Q&A sessions provided our members with a chance to dive deeper into specific areas of the program. We hope to do another training in the future — Libby Loomis; Painting and Decorating Contractors of America
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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