Introduction - QuickBooks The Missing Manual [Book]
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Invoices and payments. Sales and customers. View all help. Learn QuickBooks Watch videos on the basics. Find courses for more detailed tips and tricks. Video tutorials. In addition, Premier can generate purchase orders from sales orders and estimates, and apply price levels to individual items.
You can also track employee info and get to your data remotely. This edition also includes a few extra features that typically interest only accountants, like reversing general journal entries. When you purchase QuickBooks Premier, you can choose from six different industry-specific flavors see the next section. Like the Pro edition, Premier can handle a combined total of up to 14, list entries. Enterprise Solutions is the edition for larger operations. Up to 30 people can access a company file at the same time, and this simultaneous access is at least twice as fast as in the Pro or Premier edition.
The database can handle lots more names in its customer, vendor, employee, and other name lists 1,, versus 14, for Pro and Premier. You can have multiple company files, work in several locations, and produce combined reports for those companies and locations.
And because more people can be in your company file, this edition has features such as an enhanced audit trail, more options for assigning or limiting user permissions, and the ability to delegate administrative functions to the other people using the program. Your local office supply store, Amazon. If you buy QuickBooks from Intuit, you pay full price, but have 60 days to return the program for a full refund.
As long as funding comes primarily from unrestricted sources, the Pro edition will work reasonably well. When you install QuickBooks Premier, you choose the industry version you want to run. If your business is in an industry other than one of the five options, choose General Business. Here are the industries that have their own Premier editions:. The Accountant edition is designed to help professional accountants and bookkeepers deliver services to their clients. It lets you run any QuickBooks edition that is, Pro, or any of the Premier versions.
The General Business version has all the goodies of the Premier edition, like per-item price levels, sales orders, and so on. Its chart of accounts and menus are customized for manufacturing and wholesale operations.
You can use it to manage inventory assembled from components and to track customer return materials authorizations RMAs and damaged goods. If you run a nonprofit organization, you know that several things work differently in the nonprofit world, as the box on Nonprofit Dilemma details.
The Nonprofit version of QuickBooks includes features such as a chart of accounts customized for nonprofits, forms and letters targeted to donors and pledges, info about using the program for nonprofits, and the ability to generate Statement of Functional Expenses forms.
The Professional Services version not to be confused with QuickBooks Pro is designed for companies that deliver services to their clients. Unique features include project-costing reports, templates for proposals and invoices, billing rates that you can customize by client or employee, and professional service—specific reports and help.
The Retail version is customized to work for retail operations. It includes specialized menus, reports, forms, and help, as well as a custom chart of accounts. Intuit offers companion products that you can integrate with this edition to support all aspects of your retail operation. For example, QuickBooks Point of Sale tracks sales, customers, and inventory as you ring up sales, and it shoots the information over to your QuickBooks company file. But if bookkeeping and accounting are unfamiliar territory, some background training QuickBooks Training may help you use QuickBooks better and more easily without calling your accountant for help five times a day.
To contact the school, visit www. Before installing the software on your computer, consider the software requirements first. If the computer has those specifications, you can then install it. Step 1 - G o to the Downloads folder on your computer and open the exe file by double-clicking. The installation wizard will appear. Step 2 - Click on the installation button, and the software will begin to install on the computer. Step 3 - After installation is complete, go to the list of the programs on the computer and confirm the presence of the software; open it to make sure that it is running on your computer.
Step 1 - G o to the download's destination of your computer. Step 2 - Click on the software folder and double click on the executable file, the installation setup. Step 3 - Give the administrator permission and click on the installation button, and the software will be installed on your machine. Step 1 - After opening the program, it will provide you with a set of questions on opening. The questions are about your software usage.
Answer them sincerely. Step 2 - To finish activating the software, it will provide you with a window where you are supposed to input the license number and the product name.
If your setup was a download, you could find those details on the ProAdvisor site for the members and the email you obtain after making the necessary subscription payments.
And then click on install to activate. Step 3 - It will present the congratulation windows notifying you of your success. Click on the finish button, and you can enjoy the software. The Intuit company removed the software from the market. It is no longer supported. You cannot use the QuickBooks on any computer today; you have to upgrade it by installing the trial version and then importing your company's details to the new QuickBooks It is only possible if you have backed up your data.
You just sign in with your membership details and download back your data. QuickBooks Tool Hub Download. Revisit a section. All Rights Reserved. Explore the community. Discover the latest and greatest features to help your business thrive.
Resources Find an expert. Get matched with certified advisors, bookkeepers, and accountants to make business even better. Resource center. Read articles and quick start guides to help your business grow and thrive. Thousands of small companies and nonprofit organizations turn to QuickBooks to keep their finances on track. And over the years, Intuit has introduced various editions of the program to satisfy the needs of different types of companies.
And with each new version, Intuit has added enhancements and new features to make your workflow smoother and faster. The challenge is knowing what to do according to accounting rules, and how to do it in QuickBooks.
Changing the process for creating a new company file is something of a tradition at Intuit. The QuickBooks Setup dialog box Options for Creating a Company File now opens as soon as you choose the command to create a new company file. The window steps you through entering the about your company; choosing settings appropriate for your type of business; and setting up customers, vendors, employees, items you sell, and bank accounts.
In addition to batch invoices for the same items and amounts Adding a Memo to Yourself , you can now select multiple customers with unbilled time and expenses and create the invoices for all of them at once Creating a batch of time and expenses invoices. You can create a batch of timesheets if you enter the same timesheet info for several employees or vendors Filling in Weekly Timesheets.
Inventory items appear on the left side of the window, while details and transactions related to the selected inventory item appear on the right. Integration with Excel has gotten a lot smarter.
Now you can export reports to Excel and update data in existing worksheets without mangling their formulas and formatting Exporting addresses.
QuickBooks Help now provides a single way to access all your help options. With the To Do List Tracking To-Dos , you can set up tasks, phone calls, emails, meetings, and appointments with leads, customers, or vendors. If you want to keep track of prospects before they become customers, you can record their info in the Lead Center Working with Leads. When you run a business or a nonprofit , you track company finances for two reasons: to keep your business running smoothly and to generate the reports required by the IRS, SEC, and anyone else you have to answer to.
QuickBooks helps you perform basic financial tasks, track your financial situation, and manage your business to make it even better. Work with more than 14, unique inventory items or 14, contact names.
QuickBooks Pro and Premier company files can hold up to 14, inventory items and a combined total of up to 14, customer, vendor, employee, and other Other Names List names. QuickBooks Enterprise Solutions version 7. Track personal finances. In addition to opening a separate checking account for your business, track your personal finances somewhere else like in Quicken. If you do decide to use QuickBooks, at least create a separate company file for your personal financial info.
Track the performance of stocks and bonds. But companies have investments, too, of course. A machine that costs hundreds of thousands of dollars is an investment that you hope will generate lots of income, and you should track it in QuickBooks. However, in QuickBooks, these types of investments show up as assets of the company Vehicle List. Manage customer relationships. Lots of information goes into keeping customers happy. You can also keep track of leads before they turn into customers.
But for tracking details like memberships, items sold on consignment, project progress, and scheduled events, another program like Microsoft Excel or Access would be a better solution.
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