The flashcards below were created by user
atcannon
on FreezingBlue Flashcards.
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5 Primary activities in QuickBooks
- Open Program and Company
- Maintenance
- Processing Information Tasks
- Obtaining Information
- Reports
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Open Program and Company
- Program
- Click the icon on desktop or look in All Programs
- Company
- File, Choose between options to open company
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Hope Page items
- Name of the Open Company
- Menu Bar
- Icon Bar
- Home Page
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Maintenance
Used to add, change, or delete information about such things as customers, vendors, and general ledger accounts (chart of accounts).
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Maintenance useful as
developing and providing information for master files in an accounting systems.
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5 Key master files in QuickBooks (maintenance)
- Customers
- Vendors
- Employees
- Inventory (Item & Services)
- Chart of Accounts
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Processing Information Tasks
Uses to perform the tasks needed to process and record transactions
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3 Primary information processing categories in QuickBooks consistent with the three most common cycles in accounting
- Sales and Cash Receipts (Customers)
- Purchases and Cash Disbursements (Vendors)
- Payroll (Employees)
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3 ways to open windows in QuickBooks
- From
- Icon Bar
- Home Page-Center Buttons
- Menu Bar
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Default Information-how created
Settings are established through original company setup or subsequent maintenance activities.
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Default Information-purpose
Reduces the time needed to enter repetitive transaction information and the likelihood of mistakes
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Descriptive Fields
include labels that describe the information that must be typed, selected, or accepted to complete the window
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Entry Boxes
Typically located directly below or to the right of the description fields but are sometimes located to the left or elsewhere
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Drop-Down List Arrow
identified by an adjacent down pointing arrow which gives a list of information to choose from
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Date Box
The default entry in the date box is the current date. The two options for changing the dates is thru the calendar button or typing the date as numbers
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Text Boxes
Boxes in which you enter information by typing
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Buttons
Used to choose or confirm an option
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Radio Button
Used where there are two or more options available, but only one option can be selected
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Tabs
Easy way to include information while keeping the amount of information in each window manageable
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Export to Excel
Useful to export information from QuickBooks, especially when the data available includes more information than the user wants
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QuickBooks Help
- The tutorials are organized by accounting cycle.
- You can type terms, phrases, or entire question in the Have a Question?" box to find additional guidance for specific topics.
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