Mastering Quickbooks - how I have used this series

Hello Eileen, I purchased this series about a year ago (maybe even 2!)  - I am new to QuickBooks and also new to managing multiple files – I have mostly been an in-house bookkeeper – one company for many years – and tax preparer.   Over the last couple of years I have taken on a few clients.     

I went through the series once, and admit I was pretty overwhelmed with the amount of information - I put them aside - except for Lesson 3 - control systems.  That made sense to me immediately.

Over the past year - I have applied that system to each of my new files -- it got me headed in a better direction with my paper flow.  

In my "second" go through - I identified an issue in each of my sets of books that I wanted to apply as I went through the lessons again.  - for eg.  learning more about items,  cleaning up a list of names that I had inherited from a previous bookkeeper, finding a better way to track credit card purchases, again looking for consistency of approach, applying the learning across files, and building my own control system.    

I am about to go through this series in depth for a 3^rdtime – this time I am working on creating my own procedure manual using the learnings from the videos and my own experience.   As I am a sole operator,  I need a backup plan for my clients if I am ill, or hit by the proverbial bus.    – the procedure manual is part of my “emergency preparedness” plan, as is working in association with other bookkeepers who can in an emergency step in,  and access files – even if only to return them to the clients. 

It has taken a couple of years to get here,  and I have been implementing as I go – and reviewing the series as a new issue arose.  Coupling this series with some of the e learning resources from Intuit has been very instructive for me, and has really helped me to be able to see beyond the day to day data entry and see a larger picture.     

Just wanted to let you know how this product has been helpful to me.  Thanks for taking the time to make them, and making them available.  

Gail Silvius