Free Continuing Education for Small Business
Please... I can read. Don't read the slides to me. (Check out Presentation Zen by Garr Reynolds)
Put your script outline in the speaker notes portion of your slide set... place graphics or examples on the slides for me to see.
Adjust your web camera so I can look you in the eyes (not up from your desk... it is a little disconcerting). You obviously know your material, and I appreciated that you identified yourself as a QB Pro (I know where to call if I have a question or need to hire some help).
One problem is with the software itself... I am on a Mac platform, and host was using a PC (this is not her fault, it is intuits for allowing two drastically different interfaces for the same product). I think some of the difference should have been mentioned (and a referral for Mac users to one of your QBPro colleagues).
I was looking for some introductory skills about bookkeeping (of any sort) using Quickbooks specifically.... and while I have been using it for more than a year, I am still at a loss for most of what it can and should do. This presentation did not add anything to my knowledge (I tried to submit some questions before the the webcast... but this SBW interface was confusing and looked like I would end up posting it for ALL of the SBW community to see).
My specific questions that I wanted to get to are... how to track mileage (PC and Mac versions handle this differently), how to write off a loss (client owes $150, but pays $125... you will never see the $25, so how do I write off so my books will balance?). How do I properly record owner draws and investments?
How about a hand out document that covers the more technical side of the presentation?
Overall, I was disappointed. But then again, I got what I paid for.
Thank you Mark for you're thorough review of the Webcast. We'll consider your suggestions. To answer your QB question, at the customer center, click "New Transactions" then "Receive Payments". Enter the $125 payment as always but then you can also click "Discount & Credits". You can then record the $25 write off. I use an income account called "Bad Debt". This is how you handle it on a PC anyway. For owners contributions and distributions, I would create an equity account called Contributions/Distributions. Whether the money goes in or comes out, use this account.
We do send out a pdf of the slides by email after the presentation. Perhaps you meant something different for the handout?
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