AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |
Back to Blog
Quickbooks tutorial 20138/5/2023 Now as you're going through the program what I would like you to keep in mind is that I've included some sample data files for you. QuickBooks now is designed to work with many of State Agencies and exporting to Excel leads QuickBooks into a whole new dimension. Finally the true power of QuickBooks comes in with customizing the forms and learning about the integration with other programs. This is for those of you that are using Job Costing or if you need to track your employees Time to pass along to your customers on an invoice. We'll talk about our employees and the differences of Pay Periods including how QuickBooks will schedule a Payroll for you and then we'll talk about Tracking Time. We'll go through and describe how to set up both the Accounts and your items. We'll also of course, talk about the strength and power of the Reporting System within QuickBooks and then there's Payroll. We'll work with writing checks and paying bills even with credit cards and we'll talk about the difference between cash and accrual and how QuickBooks is set up to do both. And of course, not only do we sell our product or services, but we need to do our banking also. We'll spend a great deal of time on Items, Invoices and Sales tasks. We will talk about the difference between a Purchase Order and a Sales Order. We will of course talk about setting up our customers, our vendors and if you're doing Job Costing, we'll talk about jobs. In moving around, I will share a host of tips and tricks with you to really point out the power and the flexibility of QuickBooks. Our objective for this course is to master QuickBooks and in doing so we're going to start by setting up QuickBooks and learning how to move around. QuickBooks will help you manage your Payroll, your Inventory, your Sales Ordering Systems and even needs of a small business such as multiple locations or multiple companies. You may have multiple users, multiple companies, even multiple locations, because QuickBooks was designed to offer a variety of solutions. It is used from small to mid-sized businesses, but don't under estimate the power QuickBooks. QuickBooks is one of the most popular accounting software packages that are available today. Now I'll be utilizing QuickBooks 2012, however it does not matter what version you are using, the concepts and techniques that are contained within these movies are suitable for all the different versions of QuickBooks that are out there. My name is Lauri Matson and I'll be your instructor for QuickBooks. A message box will inform you if this is the case before you exit, so don’t worry about remembering this.Welcome to the Virtual Training Company. However, if you leave the EasyStep Interview prior to saving your company file, then your data entry will be lost. Also, if necessary, you can click the “Leave…” button to exit the EasyStep Interview. In most screens, you can simply click the “< Back” button to return to a previous screen and change your answers. If questions arise that you must answer, and you’re unsure of the correct answer, don’t worry! You can go usually go back and change your answers later. ![]() Once you have answered all of the questions, click the “Finish” button to create your company file and start using QuickBooks. ![]() Once you have filled-in the information in a screen, you can click the “Next >” button to proceed to the next screen. You complete the EasyStep Interview by entering information into the different screens shown within the Interview. ![]() In QuickBooks, you can use the EasyStep Interview to quickly and easily create your company file. ![]() Also, if you set up a fake company file, it can be easier to train others in your company in the basic bookkeeping involved with the company without risking the integrity of your actual company’s data file. You can create as many company files in QuickBooks as you would like. That way, you can practice creating transactions that you would be likely to enter into your own company file without placing your own real company file in jeopardy. The first thing you should do when using QuickBooks is to set up a company file. If you are new to QuickBooks, you should seriously consider setting up a company file that is not your company file, but is similar in nature: a “dummy” company. Mac OS Monterey-Mojave Keyboard Shortcuts.
0 Comments
Read More
Leave a Reply. |