Intuit, Quicken, QuickBooks, QuickBooks Pro, TurboTax, ProSeries, Lacerte, EasyStep, and. QuickZoom are registered trademarks of Intuit Inc. Windows. How to Merge (Combine) Entries on a List. How to Progress Invoice. How to Send a Report from QuickBooks to Excel. Practice Exam Questions. Notes. Determine if QuickBooks is right for your business. △ Manage basic QuickBooks files. △ Open a portable company file. △ Work with the QuickBooks window.
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Quickbook Complete notes created by Badare Alam. Get free QuickBooks training with easy How-To-Use video tutorials and visual guides that walk you step by step on how to do various tasks in QuickBooks. Overview of QuickBooks Program Features; Begin using QuickBooks; Open, backup, and Based on the business form entry, QuickBooks enters transactions in.
During an internal audit or routine record-keeping, these notes can mean the difference between improving your cash flow toward the black and continuing to run in the red. Leaving notes about customers with specific requests and how those requests were fulfilled can also help save time if a customer has questions about a particular payment later on. You can also include personal information about the customer's specific needs. For example, a customer may have an illness or family crisis that needs consideration. Click the "Customers" menu, then click "Job List. Double-click the "Notes" column.
The user pays a monthly subscription fee rather than an upfront fee and accesses the software exclusively through a secure logon via a Web browser.
Intuit provides patches, and regularly upgrades the software automatically, but also includes pop-up ads within the application for additional paid services. As of May [update] , QuickBooks Online had the most subscribers for an online accounting platform, with , subscribers. There are also versions customized for the Canadian, Indian, and Australian markets, as well as a global version that can be customized by the user.
Add-on programs[ edit ] Through the Solutions Marketplace, Intuit encouraged third-party software developers to create programs that fill niche areas for specific industries and integrate with QuickBooks. Intuit's Lacerte and ProLine tax preparation software for professional accountants who prepare tax returns for a living integrates with QuickBooks in this way. Microsoft Office also integrates with QuickBooks.
For dense material, you will want the room that the per-sheet form offers. If you are just trying to get a broad outline of a lot of material quickly, the per-sheet is fine. The per-sheet form uses 4 pieces of paper 2 if printing double-sided , while the per-sheet form uses just 1 side of a piece of paper.
Mark page ranges. If you have a page book, you need to printout 2 copies of the FBO. The whole process takes a few seconds. Read and Annotate. For example, on page 20 I read a phrase that sums up an idea beautifully; I look up page 20 on my FBO sheet and write down a bit of the phrase so I can find it again later. Print tasks include: To remove the File drop-down menu from the screen, click anywhere outside the drop-down menu or press the Esc Escape key.
Click Edit on the menu bar and the following drop-down menu appears: The Edit menu changes based upon which windows are open. For example: See Appendix B: Correcting Errors for more information about correcting mistakes. Now the Edit menu will appear as follows: Click Lists on the menu bar to display the following drop-down menu. Job List: Step 4: Click Company on the menu bar to display the drop-down menu. From the Company menu, you can: Step 5: The next four items on the menu bar display drop-down menus listing various activities related to the four major types of transactions for a company: Step 6: Click Reports on the menu bar to display the list of reports that QuickBooks can create for your company.
These reports can also be accessed from the Report Finder in the Navigators window. Click Help on the menu bar to display the drop-down menu of Help features. Help Index The Help Index permits you to search for information about specific topics.
Next, you will use the Help Index to search for information about contact management. QuickBooks has a contact synchronization feature that permits you to transfer information from your contact management software Symantec ACT!
This feature permits you to enter the contact information only once. To learn more about using contact management with QuickBooks: Click Help Index on the drop-down menu, and the following window will appear. Type contact in the Type in the keyword to find field.
Notice that after typing only a few letters, contact management appears in the index entry window. Double-click synchronizing names with a contact manager, then double-click About contact management synchronization to learn more. Read the Help window about contact management synchronization. To print the Help information, click the Print button, then select your printer and click Print. Close the QuickBooks Help window. Use this feature to obtain help about an open window. The Write Checks window is an onscreen form that looks like a check.
With the Write Checks window still open, click Help on the menu bar. Select Help on This Window. The Help on This Window screens provide general information about the window with hyperlinks to additional information about specific features of the window. Leave the Write Checks window open to use in the next activity.
How Do I? QuickBooks also provides onscreen assistance with the How Do I? The How Do I? Click on the How Do I? For additional assistance, you can type your questions and click the Ask button. For example, type in writing checks, then click the Ask button to learn more about how to write checks using QuickBooks software. The following drop-down menu identifying various tasks associated with this window appears. Click Find a check.
Read the information about how to find a check. Print the Find a check instructions. Close the Write Checks window. QuickBooks permits you to back up your company file to: Therefore, it is important that the backup copy is as up to date as possible in case you must use it to replace lost company data. When using this training manual, after each session you will back up your company data file to a floppy disk in drive A or a Zip disk. The company working file identified with a.
QBW is on the C drive. The backup file identified with a. QBB extension compresses the working file so it can fit on a floppy disk.
If necessary, you can restore the backup file with a. QBB extension to the C drive. The restored file will have a. QBW extension. When creating a backup for the Rock Castle Construction data for this chapter, you will change the file name.
This permits you to enter changes in the new file without overwriting the original sample company file. Backup Hard Drive C: Floppy Disk A: For a business, a good backup system is to have a set of backup disks for each business day Monday Backup, Tuesday Backup, Wednesday Backup, etc. In addition, keep at least one backup copy at an offsite location other than your business premises.
QBB To back up the sample company data file to your floppy disk and rename the file: Format a 3. Right-click on the Start button at the bottom of the Windows screen.
Click Explore. Click Format. Click Full. Click Start. When formatting is finished, click Close. Click File on the menu bar. Click Back Up. When the following window appears: This is the company file. QBW that is the working file on the C drive. QBB extension.
Your Windows settings determine whether the. QBB displays automatically. Or click Online to save your files offsite. Click OK to backup your company file to a floppy disk. QuickBooks makes a compressed copy of the company file on your floppy disk.
If the backup is too large to fit on one 3.
When the message appears that the backup is complete, click OK. Step 7: Close the company file on your C drive by clicking File menu , Close Company. Step 8: Restore Floppy Disk A: Hard Drive C: QBB Rock Castle. QBW When you restore your Chapter 1 backup file, to avoid overwriting the sample company file, you will name the restored file on the C drive: QuickBooks will then create a QuickBooks company on the C drive of your computer with the file name: To restore your Chapter 1 company data file from the backup floppy disk drive A to drive C.
Click Restore a backup file. When you restore to the hard drive C: To avoid overwriting an existing file, use a new QBW file name different from existing files on the hard drive. You can also restore a backup file by clicking File menu , Restore.
Identify the backup file: Click OK. Identify the restored file: Do not type. Your Windows system setting determines whether the file extension. QBB automatically displays. Notice the extension of the Restored file is.
Click Restore. Your Chapter 1 backup file has now been restored to the C: Since you used a different filename [your name] Rock Castle. Change the Company Name In order to identify your assignment printouts, add your name to the company name and checking account. When you print out reports, your name will then appear on the printouts.
To change a company name in QuickBooks, complete the following: When the following Company Information window appears, enter your first initial and last name and Chapter 1 in the Company Name field before Rock Castle Construction.
Click OK to close the Company Information window. Click the Chart of Accounts icon in the Company Navigator. When the following Chart of Accounts window appears, select Checking.
Click the Account button.
Click Edit. When the following Edit Account window appears, enter your name in the Name field before the word Checking. Click OK to save the changes and close the Edit Account window.