Intro To QuickBooks 2009 Part 3


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Learning to manage financial data in QuickBooks. By Sunita Mehrotra. Certified QuickBooks ProAdvisor and an Trainer for NR Computer Learning Center.

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  • Note: Here the job means the work that was performed for the customer by the company.
  • Intro To QuickBooks 2009 Part 3

    1. 1. QuickBooks 2009 Working with centers and lists<br />April 22, 2010<br />NR Computer Learning Center<br />2100 W. Orangewood, Suite 110<br />Orange, CA 92868<br /><br />(714) 505-3475<br />
    2. 2. <ul><li>NR Computer Learning Center
    3. 3. Working with centers and lists
    4. 4. Q & A</li></ul>Introduction<br />
    5. 5. <ul><li>Established in 2002
    6. 6. Located in Orange, California
    7. 7. Provide workshops/webinars related to Small & Medium size Businesses (SMB) and Entrepreneurs:
    8. 8. QuickBooks & Microsoft Excel
    9. 9. Online Marketing / Social media
    10. 10. Website Design
    11. 11. Internet Security
    12. 12. Computer basic
    13. 13. Networking
    14. 14. Project Management
    15. 15. and more</li></ul>NR Computer Learning Center<br />
    16. 16. <ul><li>Corporate Training:
    17. 17. Project Management
    18. 18. Database Design
    19. 19. Application Development
    20. 20. Authorized Testing Center by Certiport, Pearson and Prometric
    21. 21. Provide Test Preparation Classes, Software and Courseware</li></ul>NR Computer Learning Center<br />
    22. 22. <ul><li>Over 15 years of experience in IT and Financial Industries.
    23. 23. Specialized in Financial Management and Taxation for Small businesses
    24. 24. Certified QuickBooks ProAdvisor
    25. 25. Microsoft Certified Trainer (MCT)
    26. 26. Education: MSCS, BSCS, MCAS Excel 2007 </li></ul>SunitaMehrotra<br />
    27. 27. Enter and edit customer, vendor, and employee information, and create job records and notes<br />Create all types of items, including inventory, subtotal, discount, and shipping-cost items <br />Create a custom field and apply it to records in a list<br />Objective<br />
    28. 28. Managing customers, vendors, and employees<br />Working with the Item List<br />Adding custom fields<br /> Working with centers and lists<br />
    29. 29. The QuickBooks desktop<br />Toolbar<br />Vendor<br />Company<br />Customer<br />Banking<br />Employees<br />
    30. 30. Who is Customer?<br /><ul><li>Customer is anyone company gets paid from for goods or services.
    31. 31. The Customer Center is used for storing important information regarding the company’s customers.</li></ul> The Customer Center <br />
    32. 32. Navigation bar, click the Customer Center icon <br />Home page, click the Customers center button<br />Choose Customer Center from Customers drop down<br />Press Ctrl+J<br /> Customer Center: Opening<br />
    33. 33. The Customer Center<br />
    34. 34. Click New Customer & Job drop-down<br />Select New Customer to open New Customer window<br /> Adding customer information<br />
    35. 35. In New Customer window enter customer information into each tab<br /><ul><li> Address Info
    36. 36. Additional Info
    37. 37. Payment Info
    38. 38. Job Info</li></ul>Click OK button to save data<br /> Four Tabs in Customer Window<br />
    39. 39. Customer: Address Information<br />Stores contact information, such as, company name, billing and shipping address and other contact information<br />
    40. 40. Customer: Additional Information<br />Stores additional information, such as, type of customer, terms for payment, preferred methods to send information<br />
    41. 41. Customer: Payment Information<br /> Stores information about the customer’s preferred payment method, Credit Card information and credit limit<br />
    42. 42. Customer: Job Information<br /> Stores job-related status information. Specially useful when single job for customer is performed.<br />
    43. 43. Who is Vendor?<br /><ul><li>Vendor is any one that provides goods or services to your company.
    44. 44. The vendor center is used to stores important information regarding the company’s vendors.</li></ul> The Vendor Center <br />
    45. 45. <ul><li>Home Page, click Vendors center button
    46. 46. Menu bar Vendors drop-down, select Vendor Center
    47. 47. Navigation bar, click Vendor Center icon</li></ul> Vendor Center: Opening<br />
    48. 48. The Vendor Center<br />New Vendor button<br />Displays balance for each vendor<br />
    49. 49. Click New Vendor button, to open New Vendor window<br />Enter relevant vendor detail information into each of the following tabs:<br /><ul><li> Address Info: stores contact information
    50. 50. Additional Info: stores account number, credit terms, vendor taxID and vendor type
    51. 51. Account Prefill: stores type of account</li></ul>Click OK button to save the information<br />Note: The New Vendor will appear on the Vendors tab in the Vendor Center<br /> Vendor Center: Adding vendor<br />
    52. 52. Vendor: Information Tabs<br />
    53. 53. Select a vendor from the list of the vendors in the Vendor Center Window.<br />Click Edit Vendor button in the details section<br /> Vendor: Editing<br />
    54. 54. Can be added in the Customer or Vendor Center about customers, jobs, and vendors<br />Can be added to each entry, including jobs<br />Serve as reminders or to store information not normally saved in a customer, vendor or job records<br />Appear just above transaction list<br /> Notes <br />
    55. 55. Select customer, vendor, or job to which note needs to be added<br />Click Edit Notes to open the Notepad dialog box<br />Click Date Stamp to enter current date in the text area<br />In text area, enter desired text<br />Click OK to save and close the dialog box.<br /> Note: Adding<br />
    56. 56. Centralized location to track employee information such as payroll, time-off and tax-related detail<br /> The Employee Center<br />
    57. 57. Navigation bar, click Employee Center icon<br />Home page, click Employees button at Employees Center<br />Menu bar, select Employee center from Employees drop-down<br /> Employee Center: Open<br />
    58. 58. Employee Center: Adding Employee<br /><ul><li>Employee Center, click New Employee</li></li></ul><li>Enter employee information by selecting relevant tabs<br /><ul><li> Personal
    59. 59. Address and Contact
    60. 60. Additional Info</li></ul>Select Employment Info option from Change tabs drop down<br />Enter information<br />Click OK to Save and close the window<br /> Employee Center: Adding Employee<br />
    61. 61. Managing customers, vendors, and employees<br />Working with the Item List<br />Adding custom fields<br /> Working with the Item List<br />
    62. 62. An item is anything that is listed on an invoice or other sales form (anything sold or charge for by the company). Such as:<br />Products<br />Shipping charges<br />Sales tax<br />Discounts<br />Subtotals<br />Items need to be created manually, before it can be included in an invoice. (Note: QB does not create any items for you. By default Item list is empty.)<br />Only exception, is the Invoice total; QuickBooks calculates and enters it automatically<br /> Items<br />
    63. 63. Home page, Company center select <br />Items & Services<br />Icon bar, click Item<br />Customers drop-down, select Item List <br />Lists drop-down, select Item List<br /> Item List: Opening<br />
    64. 64. The Item List<br />
    65. 65. Home Page, click Items & Services icon<br />Select Item drop-down<br />Choose New (Ctrl+N)<br />From Type list drop-down, select appropriate item type<br />Enter required information <br />Click OK to Save<br /> Entering: New Item <br />
    66. 66. Following are some of the information that will be needed:<br />Item name and description<br />Selling price per unit<br />Income account for tracking item sales<br />Cost per unit<br />Reorder point<br />Quantity on hand as of start date<br /> Creating an inventory item<br />
    67. 67. Items can be grouped together if they are sold as a set, saving trouble of entering each item individually<br />Also useful when you want to offer a special discount on particular products <br />Items that are included in a special discount, will need to have following three items created:<br />A product item<br />A discount item for the amount of the discount<br />A grouped item that combines the product item with the discount item<br /> Grouped items<br />
    68. 68. Open New Item window<br />Type list, select Group<br />Enter name/number and description for the group<br />Bottom of the window, in the table, click in the Item window to activate drop-down list<br />From Item List, select first item you want to include in the group<br />Press Tab key to enter Qty column<br />Click OK, to save<br /> Grouping Items<br />
    69. 69. Managing customers, vendors, and employees<br />Working with the Item List<br />Adding custom fields<br /> Adding Custom Fields<br />
    70. 70. Customized fields can be added to the windows where customers, vendors and items are set up<br />Information entered into the fields can be for personal use or it can be used to automatically fill in certain forms<br />Are also useful for generating reports<br /> Adding custom fields<br />
    71. 71. Open the New Customer or Edit Customer window<br />Activate the Additional Info tab<br />Click Define Fields<br />Enter a name for the new field<br />Check the lists that you want the new field to be applied to<br />Click OK twice to accept the message and create the new field<br /> Creating a custom field in Customer window<br />
    72. 72. Custom Field<br />
    73. 73. Entered and edited customer, vendor, and employee information, and created jobs and notes<br />Created items, including inventory, subtotal, discount, and shipping-cost items <br />Created a custom field and applied it to records in a list<br /> Summary<br />
    74. 74. THANK YOU<br />
    75. 75. Q & A<br />Sunita Mehrotra <br /><br />
    76. 76. Contact Information<br />NR Computer Learning Center2100 W. Orangewood, Suite 110Orange, CA 92868www.nrclc.com714-505-3475<br />Sunita Mehrotra:<br />Vazi Okhandiar:<br />For information on future event, please visit<br />