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Quickbooks Run-Through

A step-by-step guide for QuickBooks features available

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vitalbarbershop17
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10 views69 pages

Quickbooks Run-Through

A step-by-step guide for QuickBooks features available

Uploaded by

vitalbarbershop17
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 69

Module1 - GETTING STARTED

1. QUICKBOOKS HOMEPAGE
2. CREATING NEW COMPANY
3. OPENING AN EXISTING COMPANY
4. CREATING A CHART OF ACCOUNTS

Module2 – Setting Up NAMES


5. CREATING A NEW CUSTOMER
6. CREATING A NEW VENDOR
7. CREATING A NEW EMPLOYEE
8. MAKING A CUSTOMER, VENDOR, OR EMPLOYEE INACTIVE

Module3 – Setting Up to Sell Products and Services


9. CREATING AN ITEM
10. ITEMS THAT AFFECT BOTH INCOME AND EXPENSES (BILLABLE)

Module4 – Vendor Related Transactions


11. CREATING A BILL
12. PAYING BILLS TO THE VENDORS
13. MAKING PAYMENT WITHOUT BILLS

Module5 – Customer Related Transactions


14. CREATING AN INVOICE
15. RECEIVING PAYMENT FROM CUSTOMERS
16. MAKING DEPOSIT OR RECEIVED PAYMENT FROM CUSTOMER WITHOUT ANY INVOICE

Module6 – Working with a Bank Account


17. DOING BANK RECONCILIATION

Module7 – Running Reports


18. GENERATING REPORTS
19. CUSTOMIZING REPORTS
20. EDITING TEMPLATES

Module8 – Other Tasks


21. MAKING JOURNAL ENTRIES
MODULE 1
QUICKBOOKS HOMEPAGE
CREATING NEW COMPANY
OPENING AN EXISTING COMPANY
CREATING A CHART OF ACCOUNTS
MODULE 2
CREATING A NEW CUSTOMER
CREATING A NEW VENDOR
CREATING A NEW EMPLOYEE
MAKING AN EMPLOYEE INACTIVE
(this can also apply for vendors and customers; found at the bottom left of each details)
MODULE 3
CREATING AN ITEM
ITEMS THAT AFFECT BOTH INCOME AND EXPENSES
MODULE 4
CREATING A BILL
Bills created will be reflected in the respective Vendor Information.

Double-click and it will open up the Bill full details.


PAYING BILLS TO THE VENDORS
MAKING PAYMENT WITHOUT BILLS

2 3

4 5 6 7
If applicable only
MODULE 5
CREATING AN INVOICE
1
2
3
4 5
6 7 8 9

10 11
When there are billable items, expenses, mileage, and/or time, a pop-up dialogue box will appear after
choosing the name of the customer.
How to Print Preview the Invoice before Printing
Invoices created will be reflected in the respective Customer Information.

Double-click and it will open up the Invoice full details.


RECEIVING PAYMENT FROM CUSTOMERS
1
2 3 4

5
If payment is not
full amount

7
MAKING DEPOSIT OR RECEIVED PAYMENT FROM CUSTOMER WITHOUT ANY INVOICE

1 2
3 4 5 6 7 8
6
MODULE 6
DOING BANK RECONCILIATION
MODULE 7
GENERATING REPORTS
CUSTOMIZING REPORTS
EDITING TEMPLATES
MODULE 8
MAKING JOURNAL ENTRIES

1 2
3 4 7
5 6

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