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5 Primary activities in QuickBooks
- Open Program and Company
- Processing Information Tasks
- Obtaining Information
Open Program and Company
- Click the icon on desktop or look in All Programs
- File, Choose between options to open company
Hope Page items
- Name of the Open Company
- Menu Bar
- Icon Bar
- Home Page
Used to add, change, or delete information about such things as customers, vendors, and general ledger accounts (chart of accounts).
Maintenance useful as
developing and providing information for master files in an accounting systems.
5 Key master files in QuickBooks (maintenance)
- Inventory (Item & Services)
- Chart of Accounts
Processing Information Tasks
Uses to perform the tasks needed to process and record transactions
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)
3 ways to open windows in QuickBooks
- Icon Bar
- Home Page-Center Buttons
- Menu Bar
Default Information-how created
Settings are established through original company setup or subsequent maintenance activities.
Reduces the time needed to enter repetitive transaction information and the likelihood of mistakes
include labels that describe the information that must be typed, selected, or accepted to complete the window
Typically located directly below or to the right of the description fields but are sometimes located to the left or elsewhere
Drop-Down List Arrow
identified by an adjacent down pointing arrow which gives a list of information to choose from
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
Boxes in which you enter information by typing
Used to choose or confirm an option
Used where there are two or more options available, but only one option can be selected
Easy way to include information while keeping the amount of information in each window manageable
Export to Excel
Useful to export information from QuickBooks, especially when the data available includes more information than the user wants
- 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.