Uploaded on

 

  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
48
On Slideshare
0
From Embeds
0
Number of Embeds
1

Actions

Shares
Downloads
0
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1.   4 million users 95% of small business accounting software sales
  • 2. Two ways to enter transactions in QuickBooks: 1. Onscreen journal
  • 3. Two ways to enter transactions in QuickBooks: 2. Onscreen forms
  • 4. Step 1: Create a new company data file. Step 2: Create a chart of accounts. Step 3: Create lists:  Customer list  Vendor list  Item list  Employee list  Other
  • 5. Step 4: Enter transactions using an onscreen journal or onscreen form.
  • 6. Step 5: Prepare reports.  Balance sheet  Income statement  Statement of cash flows Input Data QuickBooks Output Reports
  • 7. My Shortcuts Icon bar
  • 8. Menu bar
  • 9. Home page
  • 10. Export QuickBooks Reports to Excel: ◦ Display Trial Balance on QB screen. ◦ Select Excel > Update Existing Workbook.
  • 11. Export QuickBooks Reports to Excel: ◦ Select Replace an existing worksheet. ◦ Select workbook and sheet. ◦ Select Advanced
  • 12. Export QuickBooks Reports to Excel (continued):  Uncheck Space between columns  Uncheck Include QuickBooks Export Guide worksheet with helpful advice  OK. ◦ Select Export.
  • 13. .QBW = QuickBooks Working File .QBB = QuickBooks Backup File .QBM = QuickBooks Mobile (Portable) File
  • 14. 1. Workflow  If you are using the same computer  And you have no errors  Keep using the same .QBW file. 2. Restart & Restore  If you are changing computers  Or if you have an error  Use the text .QBB data files to restore.