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Introduction to QuickBooks


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Simple and basic 37 slides introduction to QuickBooks. We use it for our two hours QuickBooks Presentation.

Introduction to QuickBooks

  1. 1.<br />Introduction To QuickBooks<br />8316 Hanley RD STE 5, Tampa FL 33634<br />TEL (813) 888-8333<br />cpa@cpahispano<br />Author: Francisco Garcia de Quevedo, CPA<br />
  2. 2. *** Introduction ***<br />What is QuickBooks?<br />QuickBooks is a program or software designed for business. The program can memorize a vast amount of information about the business. Once saved the data, the program can sort it, calculate and report it as required by the business. The best description of the program is to represent it as an Administrative Assistant or "Super Secretary".<br /><br />
  3. 3. *** Introduction***<br />HowTheProgram Works<br />The program is basically a digital or computer file where data is stored to be then modified, sorted and reported according to the instructions of the user.<br /><br />
  4. 4. *** Introduction***<br />How To Comunicate With The Program<br />We communicate with the program or transmit data and information through electronic forms.<br /><br />
  5. 5. *** Introduction***<br />The information is stored in two basic files<br />File for transactions or records.<br />File for permanent information or lists.<br />List Archive<br />Transaction Archive<br /><br />
  6. 6. *** Introduction***<br />List Archive<br />In this file the program keeps the information which is used for transactions. Example, the name, address, and other information of a client which is used repeatedly in the invoices.<br />Significant List are:<br /><ul><li>Clients Data
  7. 7. Vendors or Suppliers Data
  8. 8. Employees Data</li></ul>ListFile<br /><br />
  9. 9. *** Introduction***<br />Transactions Archive<br />In this file information or data on financial activities such as checking invoices, payments, deposits at the bank, etc.<br />The Significant Transactions on this file are:<br /><ul><li>Cash debit and credit transactions
  10. 10. Payroll transactions
  11. 11. Sales transactions </li></ul>Transaction File<br /><br />
  12. 12. *** Instructions***<br />How To GiveInstruccions To TheProgram<br />It is easy to give instructions to the program. You don’t need to be a programmer, the instructions are already pre-programmed in the menus. <br />Main Menu<br />Toolbar<br />Icons<br /><br />
  13. 13. *** Instructions***<br />Lla maorL<br />The program instructions are in the main menu. The toolbar that is located under the main menu can be modified to include the instructions most used. The toolbar can be modified to the users benefit<br />MainMenu<br />ToolBar<br /><br />
  14. 14. *** Instructions***<br />Sub Menus<br />When you press the main menu, a window will open with the sub menus.<br /><br />
  15. 15. *** Instructions***<br />Sub Menus<br /><br />
  16. 16. *** Instructions***<br />Sub Menus<br /><br />
  17. 17. *** Instructions***<br />Sub Menus<br /><br />
  18. 18. *** Instructions***<br />Sub Menus<br /><br />
  19. 19. *** Data Entry***<br />Data isenteredthroughElectronicForms<br />Electronic<br />Forms<br />We communicate with the program to enter information or data. The program provides electronic forms similar to the physical form to facilitate the entry of data. Next we will show you the most common electronic forms.<br /><br />
  20. 20. Client Data ElectronicForm<br /><br />
  21. 21. Vendor’sElectronicForm<br /><br />
  22. 22. Employee’sElectronicForm<br /><br />
  23. 23. ItemsElectronicForm<br /><br />
  24. 24. CheckElectronicForm<br /><br />
  25. 25. CreditInvoiceElectronicForm<br /><br />
  26. 26. Sales ReceiptElectronicForm<br /><br />
  27. 27. Vendor’s Bill ElectronicForm<br /><br />
  28. 28. Bank ReconciliationElectronicForm<br /><br />
  29. 29. *** Reports***<br />The data is sorted and calculated to create reports of financial information<br />From the data the program produces reports<br />FinancialStatements<br />Statistical and ManagerialReports<br /><br />
  30. 30. *** Reports***<br />The reports provide vital and important information to manage your business. Next is a summary of available reports.<br /><br />
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  41. 41. Speaking From Experience<br />Traits For a Successful Businesses<br /><ul><li>Flow of Prospects to convert into clients
  42. 42. Excellent product or service
  43. 43. Repeat sales system
  44. 44. Complete Financial Information
  45. 45. Compliance with “Rules of The Game”</li></ul>Quickbooks Provides The Infrastructure For A Successful Business<br /><br />