QuickBooks Quick Tips

Work smarter with QuickBooks. Learn how to efficiently approach a variety of common tasks using the popular business accounting software.

QuickBooks was designed to make day-to-day business tasks—sending money, receiving money, and assessing your company's financial situation—easier to manage. This course provides concise, actionable tips for using the popular business accounting software to manage your daily operations and assess your company's overall performance. Jess Stratton covers essential processes such as backing up and restoring a company file, discounting an item or invoice, creating statements, and voiding invoices and checks. Plus, she shares how to use reporting tools to assess your company's overall health, as well as how to extend QuickBooks by including your logo on invoices, adding a password-protected close date to your company file, and more.

Introduction

• Get up to speed in QuickBooks

1. Work with QuickBooks

• Schedule a company file backup
• Restore a company file
• Edit company information
• Add account numbers
• Open QuickBooks in multi-user mode

2. Day-to-Day Operations

• Subtotal items on an invoice
• Discount an item or an entire invoice
• Create statements
• Create a sales receipt for a cash sale
• Add or remove a payment from a deposit
• Void invoices and checks

3. Reporting Tools

• See how you're doing with Snapshots
• Use the Insights tool
• Use the Bill and Income Tracker
• Memorize a report

4. Extend QuickBooks

• Put your logo on invoices
• Keep QuickBooks up to date
• Close the books at the end of the year
• Change company and personal preferences