How to Perform Common QuickBooks Tasks

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
Provide customer estimate	Customers→Create Estimates
Records sales order	Customers→Create Sales Order
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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