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 ThisChoose This QuickBooks Command
Dealing with Customers
Invoice a customerCustomers→Create Invoices
Provide customer estimateCustomers→Create Estimates
Records sales orderCustomers→Create Sales Order
Record a cash saleCustomers→Enter Sales Receipts
Issue a credit memoCustomers→Create Credit Memo/Refunds
Record a customer paymentCustomers→Receive Payments
Banking Activities
Pay a bill with a checkBanking→Write Checks
Buy inventory with a checkBanking→Write Checks
Move money between bank accountsBanking→Transfer Funds
Deposit money in a bank accountBanking→Make Deposits
See a bank account’s transactionsBanking→Use Register
Reconcile a bank accountBanking→Reconcile
Working with Vendors
Prepare a purchase orderVendors→Create Purchase Orders
Record when items are receivedVendors→Receive Items or Vendors→Receive Items and
Enter Bill
Record an accounts payable amountVendors→Enter Bills or Vendors→Enter Bill for
Received Items
Managing Employees
Preparing employee payrollEmployees→Pay Employees→Scheduled Payroll (or
Unscheduled Payroll)
Paying tax depositsEmployees→Payroll Taxes and Liabilities→Pay Scheduled
Liabilities
Getting Financial Information
AccountsLists→Chart of Accounts
CustomersCustomers→Customer Center
InventoryLists→Item List
VendorsVendors→Vendor Center
EmployeesEmployees→Employee Center
Profit and lossReports→Company & Financial→Profit & Loss
Standard or one of the other profit & loss reports on Company
& Financial submenu
Net worthReports→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 companyFile→New Company
Resetting company informationCompany→Company Information
Backing up data fileFile→Create Backup or Create Copy
Restoring a data fileFile→Open or Restore Company
Customizing QuickBooksEdit→Preferences
Adjusting accounting dataCompany→Make General Journal Entries



dummies

Source:http://www.dummies.com/how-to/content/how-to-perform-common-quickbooks-tasks.html

No comments:

Post a Comment