Starting Quickbooks

February 18th, 2008   Filed Under "How to", Resources, Tips  

Starting Quickbooks

Quickbooks menu will show your home menu, customer center menu, vendor center, employee center and your report center for quickbooks. You may also see tabs for services, payroll, credit cards, reminders, search and feedback.

Quickbooks Home menu

Clicking on the quickbooks home tab will take you to a window displaying your Vendor information, Customer information and Employee information on the left side of the window. Next you will see the company information, banking information , and in the far right side of the window will display quickbooks getting started information that consist of your first steps, upgrading your payroll services, accepting credit cards, where to order your checks and supplies, and other recommended services.

Quickbooks Vendor Information

In the quickbooks vendor category you will see options for creating purchase orders, receiving inventory, entering bills, entering bills against inventory, pay bills and managing your business sales tax.

Quickbooks Customers Information

In the quickbooks customer category you will see options for creating sales orders, creating estimates, changing orders, creating invoices, statement charges, statements, payments received, creating sales receipts, refunds, credits and getting online payments.

Quickbooks Employee Information

In the quickbooks employee category you will see options for the payroll center, entering time, paying employees, pay liabilities and processing payroll forms.

Quickbooks Company Information

Under the quickbooks company category you will find a company chart of accounts, build assemblies, items and services, adjust quantity on hand and various marketing tools tab.

Quickbook Banking Information

Under the quickbook banking category you will find options for recording your deposits, reconcile, write check, check register, print checks and enter credit card charges.

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