No Salesforce Training Docs? One Idea for Where to Begin

Posted by Jonathan DeVore

As I mentioned in the previous post, I am going to be the new treasurer for the local school's PTO (Parent Teacher Organization).

New-to-Salesforce.png

Today, was a big day--I received access to QuickBooks online.

This is the main system I'll be using as the PTO treasurer. I'll use QuickBooks to track revenue, vendors, reimbursements, and expenses. I'll also be running reports that explain how the money is being spent (and how much money the PTO has left).

But, there is a problem.

did not receive any training documentation for how to use QuickBooks, when I'll be using QuickBooks, or what the overall processes actually are when it comes to running transactions.

The only thing I received was an email telling me to set my password.

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Topics: Live Training, Documentation