QuickBooks Instructions

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Eliminate manual calculations with QuickBooks.
Eliminate manual calculations with QuickBooks. (Image: Paying Bills image by ne_fall_photos from <a href='http://www.fotolia.com'>Fotolia.com</a>)

QuickBooks is a user-friendly financial and business management program. Its accounting functions include banking, charts of accounts and bill pay. QuickBooks also provides business management tools such as company specific reports, basic accountant reports, estimates and invoices. Financial software allows users to track information electronically and keep an accountant copy for taxes and other financial reporting needs.

Open QuickBooks, and click on "File | New" in the menus.

Complete the Easy Step Interview, choosing a company type that best matches your company and industry. You may change this information later, if needed.

Click on "Items" and "Services," and add the items or services your company offers. Include the basic prices for each of these. You will be able to edit these when you enter "Invoices" or "Estimates."

Enter all employees using the "Employee Center" button on the toolbar. This is needed only if you will be tracking payroll or timesheets within your QuickBooks company file.

Enter current customers using the "Customer Center" button on the toolbar.

Click on the appropriate button on the Home Screen to input sales receipts and invoices and estimates. Click on the drop-down arrows to choose "Customer," "Items and Services" and Quantity.

Edit the pricing information if needed. Click "Save and Close" to save the information.

Click "Save and New" if you would like to input another sales receipt or invoice, or estimate.

Click on the "Print" or "Email" button at the top of the window as needed.

Tips & Warnings

  • Prior to setting up your QuickBooks file, meet with your accountant to ensure you are inputting and recording all the appropriate information needed for your company&#039;s records.
  • If more than one employee will be working in your QuickBooks file, set up passwords and save the file in a secure location that is backed up daily.
  • Backup your QuickBooks file daily on a separate computer or hard drive.

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