To perform a common accounting or bookkeeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter.
To Do This | Choose This QuickBooks Command |
---|---|
Dealing with Customers | |
Invoice a customer | Customers→Create Invoices |
Record a cash sale | Customers→Enter Sales Receipts |
Issue a credit memo | Customers→Create Credit Memo/Refunds |
Record a customer payment | Customers→Receive Payments |
Banking Activities | |
Pay a bill with a check | Banking→Write Checks |
Buy inventory with a check | Banking→Write Checks |
Move money between bank accounts | Banking→Transfer Funds |
Deposit money in a bank account | Banking→Make Deposits |
See a bank account’s transactions | Banking→Use Register |
Reconcile a bank account | Banking→Reconcile |
Working with Vendors | |
Prepare a purchase order | Vendors→Create Purchase Orders |
Record when items are received | Vendors→Receive Items or Vendors→Receive Items and Enter Bill |
Record an accounts payable amount | Vendors→Enter Bills or Vendors→Enter Bill for Received Items |
Managing Employees | |
Preparing employee payroll | Employees→Pay Employees→Scheduled Payroll (or Unscheduled Payroll) |
Paying tax deposits | Employees→Payroll Taxes and Liabilities→Pay Scheduled Liabilities |
Getting Financial Information | |
Accounts | Lists→Chart of Accounts |
Customers | Customers→Customer Center |
Inventory | Lists→Item List |
Vendors | Vendors→Vendor Center |
Employees | Employees→Employee Center |
Profit and loss | Reports→Company & Financial→Profit & Loss Standard or one of the other profit & loss reports on Company & Financial submenu |
Net worth | Reports→Company & Financial→Balance Sheet Standard or one of the other balance sheet reports on the Company & Financial submenu |
Managing the QuickBooks System | |
Setting up a new company | File→New Company |
Resetting company information | Company→Company Information |
Backing up data file | File→Create Backup or Create Copy |
Restoring a data file | File→Open or Restore Company |
Customizing QuickBooks | Edit→Preferences |
Adjusting accounting data | Company→Make General Journal Entries |
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Source:http://www.dummies.com/how-to/content/performing-common-quickbooks-2011-tasks.html
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