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OneNote is one of the most practical software tools to come out of Microsoft in a long time. OneNote offers a wide variety of features to record, organize and manage notes of all types. Because it is directly integrated with Outlook and the other Office applications it serves as a central hub for managing all of your activities and communications: to do list, appointments, email follow • up, etc. This course will teach you how to leverage the power of OneNote, with an emphasis on using it as a practice management tool. We will show how to use it as a supplement to the AICPA’s MAP (Management of an Accounting Practice) handbook.
• Be familiar with all of the functionality that OneNote has to offer • Learn tips and tricks for managing all of your notes • Understand how you can use OneNote in conjunction with the MAP Handbook to help your manage all of your administrative
• Overview of the OneNote interface and features set • Establishing a strategy for organizing your notebooks and notes • Linking OneNote to email messages, appointments and calendars • Accessing Excel, Word, PDF and other file types from OneNote • Linking OneNote to do items to Outlook Task Manager • Linking to content in the MAP Handbook • Sharing Notebooks internally and externally • Accessing OneNote from your smartphone and tablet
Anyone who wants to establish an organized system for managing notes
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