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    A. QB Lesson 1 (All About QB)

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    Shena Mari Trixia Gepana
    QuickBooks is easy-to-use accounting software that saves time on bookkeeping tasks like data entry and banking. It allows small businesses to track finances, generate reports, and customize the system. The lesson introduces how to set up a QuickBooks system by creating a company file, chart of accounts, and lists of customers, vendors and inventory. Transactions are entered using journals or forms and reports are used to view financial information. Navigation tools include centers, menus and the home page for managing accounts and common workflows.

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    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd

    A. QB Lesson 1 (All About QB)

    Uploaded by

    Shena Mari Trixia Gepana
    474 views27 pages
    QuickBooks is easy-to-use accounting software that saves time on bookkeeping tasks like data entry and banking. It allows small businesses to track finances, generate reports, and customize the system. The lesson introduces how to set up a QuickBooks system by creating a company file, chart of accounts, and lists of customers, vendors and inventory. Transactions are entered using journals or forms and reports are used to view financial information. Navigation tools include centers, menus and the home page for managing accounts and common workflows.

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    QuickBooks is easy-to-use accounting software that saves time on bookkeeping tasks like data entry and banking. It allows small businesses to track finances, generate reports, and customize the system. The lesson introduces how to set up a QuickBooks system by creating a company file, chart of accounts, and lists of customers, vendors and inventory. Transactions are entered using journals or forms and reports are used to view financial information. Navigation tools include centers, menus and the home page for managing accounts and common workflows.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    474 views27 pages

    A. QB Lesson 1 (All About QB)

    Uploaded by

    Shena Mari Trixia Gepana
    QuickBooks is easy-to-use accounting software that saves time on bookkeeping tasks like data entry and banking. It allows small businesses to track finances, generate reports, and customize the system. The lesson introduces how to set up a QuickBooks system by creating a company file, chart of accounts, and lists of customers, vendors and inventory. Transactions are entered using journals or forms and reports are used to view financial information. Navigation tools include centers, menus and the home page for managing accounts and common workflows.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 27
    At a glance
    Powered by AI
    The key takeaways are that QuickBooks can save time on bookkeeping by automating tasks like online banking and invoicing. It also allows users to track business operations, know the status of their business, utilize comprehensive reporting and customize how they use QuickBooks.

    The two main ways to enter transactions in QuickBooks are through the onscreen journal and onscreen forms.

    The main steps to create an accounting system using QuickBooks are: 1) Create a new company data file 2) Create a chart of accounts 3) Create lists 4) Enter transactions using an onscreen journal or onscreen form 5) Prepare reports.

    COMPUTER ACCOUNTING WITH

    QUICKBOOKS 2013 Lesson 1

    Why Choose QuickBooks?


    QuickBooks is the best selling small business accounting software.

    These are the main advantages of using QuickBooks:


    Save time on bookkeeping. With QuickBooks, many simple tasks are handled automatically, such as online banking and invoicing. You can even share data with multiple programs and other applications. Cut down on time spent inputting information and correcting common mistakes that occur with manual data entry.

    Why Choose QuickBooks?


    Keep track of day-to-day business operations. You can easily categorize your revenue and expenses and see exactly where your business money is coming from and going. Know the status of your business. It gives you a great snapshot of what your business finances look like. By having all of your financial information in one easily accessible interface, you will be able to plan and prepare for the future with a high degree of accuracy.

    Why Choose QuickBooks?


    Utilize comprehensive reporting. You can generate all the reports you need with the financial information entered. Customize how you use it. It is designed to be flexible and customizable. With QuickBooks, you can customize your software specifically to your industry or field.

    TRANSACTIONS
    Two ways to enter transactions in QuickBooks: 1. Onscreen journal

    TRANSACTIONS
    Two ways to enter transactions in QuickBooks: 2. Onscreen forms

    Create An Accounting System using QuickBooks


    Step 1: Create a new company data file. Step 2: Create a chart of accounts.
    Chart of accounts

    The chart of accounts is a complete list of your

    business accounts and their balances.

    Step 3: Create lists: Customer list Vendor list Item list Employee list Other
    7

    Create An Accounting System using QuickBooks


    Step 4: Enter transactions using an onscreen journal or onscreen form.

    Create An Accounting System Using QuickBooks


    Step 5: Prepare reports. Balance sheet Income statement Statement of cash flows

    Input Data

    QuickBooks

    Output Reports

    Getting Around in QuickBooks


    My Shortcuts Icon bar The icon bar allows you to manage your business more quickly and provides quick access to Centers.

    Menu Bar You can find all commands on the menu bar.

    10

    Getting Around in QuickBooks


    Homepage
    The Home page provides a graphical representation of the workflow, organized in logical groups.

    11

    Home Page Customers

    12

    Home Page Vendors

    13

    Home Page Employees

    14

    Home Page Banking

    15

    Home Page Company

    16

    Company Calendar

    17

    Company Snapshot

    18

    Customer Center

    19

    Vendor Center

    20

    Employee Center

    21

    Docs Center

    22

    Report Center

    23

    QuickBooks Help

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    QuickBooks Files

    .QBW = QuickBooks Working File .QBB = QuickBooks Backup File .QBM = QuickBooks Mobile (Portable) File

    25

    Two Ways to Do Your QuickBooks Assignments


    1. Workflow If you are using the same computer And you have no errors Keep using the same .QBW file. 2. Restart & Restore If you are changing computers Or if you have an error Use the text .QBB data files to restore.

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    Exiting QuickBooks
    QuickBooks doesnt require you to save your data before exiting. It does an automatic save while youre working with QuickBooks and every time you leave the program. To exit QuickBooks From the File menu, choose Exit.

    To prevent or minimize data loss, you should make regular backup copies of your QuickBooks company data. In the event of a data loss you can restore your data from the backup copy. To make a back copy of a data file From the File menu, choose Save Copy or Backup.
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