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This handbook is created to give you all
the QuickBooks Training you need to
master QuickBooks simple start, Pro,
Premier and Enterprise.
Find more Training on
ComputerAccountingBlog.blogspot.com
QuickBooks
Handbook
2013, 2014, 2015, 2016, 2017 Guide
Magnet Consulting Associate Limited
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
At the end of this course, you should be able to:
QuickBooks parameter setup:
1. Create a company.
2. Set up suppliers, customers, banks, charts of accounts, employees &
VAT
Manage inventory & purchase order.
Create estimates & manage invoices.
Track your business expenses.
Manage your cash and bank accounts.
Track International sales in multiple currencies.
Company’s snapshot and other reports.
Find over 100 FREE QuickBooks Simple Start, Pro, Premier and
Enterprise Training on
http://www.ComputerAccountingBlog.Blogspot.com
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Create a company
To create a new company with QuickBooks Pro:
1. Click file
2. Click New Company
3. Click Express Start
4. Fill in your business information.
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
5. Click continue to proceed.
6. Enter your business information.
7. Click Create company file and wait for your company to be created.
Enter your company name
Enter your industry
Select your company type
Enter your VAT number
Fill in the fields with your business
information as illustrated
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Set up suppliers, customers, banks, Charts of Accounts, employees &
VAT
QuickBooks will also prompt you to set up the people you do business with: Suppliers,
Customers, vendors among others.
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
1. Click Add button for People you do business with
2. Click continue to add manually.
If you have list of these
people in Excel, click here
to import
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
1. Select the party you want to add – Customer or supplier
2. Enter Name, Company Name, First Name, Email, Phone Number, Fax, Address, City and
Contact Name.
3. After adding all the people you do business with, click Continue.
QuickBooks will show you the total number of people added to your company.
3. Click continue
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Manage Suppliers
To add new suppliers:
1. Click Suppliers on the QuickBooks homepage
2. Click New suppliers to add a new supplier/vendor
Use this window to enter your suppliers’ details:
3. Click Payment settings:
Enter supplier’s name
Enter your payment details here
Enter
amount
owed to
suppliers
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Use this screenshot to enter your supplier’s payment details.
4. Click VAT settings to record tax deductions on purchases if any or show that the supplier
is a TAX AGENCY.
5. Account Settings: Use to set accounts to prefill when you enter bill for a supplier.
6. Additional Information: Enter additional information as concerning a supplier.
Click this if the supplier is a VAT Agency
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
7. Click ok to save the supplier.
Select the supplier’s type
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Manage customers
With QuickBooks Pro, you can see all the details of your customers/clients in one spot.
The Customer Centre makes it easy to see all of your customer details in one organised screen.
See contact information, open invoices, and paid transactions at a glance.
If you want to add new customer to the people you do business with:
To view customer centre:
1. Click the Customer Icon on the home page.
The Customer Icon on the QuickBooks Pro homepage makes managing your customer list and
transaction easier. You can add a new customer to your list, edit an already existing customer or
track transactions that are specific to a customers.
Follow the instructions on the QuickBooks Pro customer centre snapshot below:
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Use the To Do List to add a prospective customer you want to follow up or have an appointment
with:
Add New Customer to your List Instantly see and edit customer details
See open invoice, estimates and payment information for
a customer- Click on any transaction to see full details
See the list of your current
customers. Click on a name and
see a complete view of your
transactions with him
See full details on your
customer daily transactions
Use this tab to add a appointment with a selected customer
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
1. Click To Do’s and Manage To Do’s:
Add small window pops up. Use this window to create a new appointment of follow up reminder
in respect of a selected Customers Name as shown below:
Click OK to close the window.
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
3. Click Add button to add product and services you sell
Use this window to select what you offer and click continue.
Add the product or service name
Enter the price of each product or service
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
4. Click continue to proceed.
QuickBooks will show you the numbers of product or services added, click continue
Creating and managing your product/service list
The QuickBooks Pro tracks all your income from the product and services you offer. In the course
of your business, you may wish to add new items you offer for sell to your product list.
Steps:
1. Click items and services
2. Click New to add new items or services.
See the list of services name, account that
categorises that service income and price.
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
3. Click New
4. Click Add Your bank Accounts
1. Use this window to setup all your company bank accounts.
Use this tab to add new items
Click here to add new services or
product you offer
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
2. Click continue to proceed.
Discard this information and click continue to finish bank accounts set up.
After you have finished setting up the people you do business with, Click start working to start
your company accounting entries in QuickBooks
Enter your bank
account name
Enter your bank
account number
Enter your bank
account balance as at
conversion date
Enter the Date
you setup your
bank account
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Your QuickBooks homepage
The QuickBooks Pro which is design for small business based outfits contain all that you need to
record your daily business transactions.
VAT set up:
For business that remits VAT to relevant Tax agencies, it is important for you to track the total
amount accruable to your local tax authorities for effective reporting.
The QuickBooks Pro help you record all VAT payable from sales and create a report for real time
updates.
From the QuickBooks Pro home page:
1. Click Manage VAT.
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
A Manage VAT window pops up which you will use to set-up your VAT percentage and report.
2. Click Change VAT setup.
Click here to set-up VAT rate
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
3. Click Next to continue.
Follow the guide to change an existing VAT rate or add a new VAT rate
Click Next to continue
See the VAT item
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
4. Click next to continue.
Double-click to
change the VAT
rate
Enter the description of VAT items: VAT on sales, VAT
on services, etc.
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Click
Next
See details of your VAT changes
Click finish
FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com
Find Full Tutorials on
Manage inventory & purchase order.
Create estimates & manage invoices.
Track your business expenses.
Manage your cash and bank accounts.
Track International sales in multiple currencies.
Company’s snapshot and other reports.
ComputerAccountingBlog.blogspot.com

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Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

  • 1. This handbook is created to give you all the QuickBooks Training you need to master QuickBooks simple start, Pro, Premier and Enterprise. Find more Training on ComputerAccountingBlog.blogspot.com QuickBooks Handbook 2013, 2014, 2015, 2016, 2017 Guide Magnet Consulting Associate Limited
  • 2. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com At the end of this course, you should be able to: QuickBooks parameter setup: 1. Create a company. 2. Set up suppliers, customers, banks, charts of accounts, employees & VAT Manage inventory & purchase order. Create estimates & manage invoices. Track your business expenses. Manage your cash and bank accounts. Track International sales in multiple currencies. Company’s snapshot and other reports. Find over 100 FREE QuickBooks Simple Start, Pro, Premier and Enterprise Training on http://www.ComputerAccountingBlog.Blogspot.com
  • 3. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Create a company To create a new company with QuickBooks Pro: 1. Click file 2. Click New Company 3. Click Express Start 4. Fill in your business information.
  • 4. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 5. Click continue to proceed. 6. Enter your business information. 7. Click Create company file and wait for your company to be created. Enter your company name Enter your industry Select your company type Enter your VAT number Fill in the fields with your business information as illustrated
  • 5. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Set up suppliers, customers, banks, Charts of Accounts, employees & VAT QuickBooks will also prompt you to set up the people you do business with: Suppliers, Customers, vendors among others.
  • 6. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 1. Click Add button for People you do business with 2. Click continue to add manually. If you have list of these people in Excel, click here to import
  • 7. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 1. Select the party you want to add – Customer or supplier 2. Enter Name, Company Name, First Name, Email, Phone Number, Fax, Address, City and Contact Name. 3. After adding all the people you do business with, click Continue. QuickBooks will show you the total number of people added to your company. 3. Click continue
  • 8. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Manage Suppliers To add new suppliers: 1. Click Suppliers on the QuickBooks homepage 2. Click New suppliers to add a new supplier/vendor Use this window to enter your suppliers’ details: 3. Click Payment settings: Enter supplier’s name Enter your payment details here Enter amount owed to suppliers
  • 9. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Use this screenshot to enter your supplier’s payment details. 4. Click VAT settings to record tax deductions on purchases if any or show that the supplier is a TAX AGENCY. 5. Account Settings: Use to set accounts to prefill when you enter bill for a supplier. 6. Additional Information: Enter additional information as concerning a supplier. Click this if the supplier is a VAT Agency
  • 10. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 7. Click ok to save the supplier. Select the supplier’s type
  • 11. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Manage customers With QuickBooks Pro, you can see all the details of your customers/clients in one spot. The Customer Centre makes it easy to see all of your customer details in one organised screen. See contact information, open invoices, and paid transactions at a glance. If you want to add new customer to the people you do business with: To view customer centre: 1. Click the Customer Icon on the home page. The Customer Icon on the QuickBooks Pro homepage makes managing your customer list and transaction easier. You can add a new customer to your list, edit an already existing customer or track transactions that are specific to a customers. Follow the instructions on the QuickBooks Pro customer centre snapshot below:
  • 12. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Use the To Do List to add a prospective customer you want to follow up or have an appointment with: Add New Customer to your List Instantly see and edit customer details See open invoice, estimates and payment information for a customer- Click on any transaction to see full details See the list of your current customers. Click on a name and see a complete view of your transactions with him See full details on your customer daily transactions Use this tab to add a appointment with a selected customer
  • 13. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 1. Click To Do’s and Manage To Do’s: Add small window pops up. Use this window to create a new appointment of follow up reminder in respect of a selected Customers Name as shown below: Click OK to close the window.
  • 14. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 3. Click Add button to add product and services you sell Use this window to select what you offer and click continue. Add the product or service name Enter the price of each product or service
  • 15. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 4. Click continue to proceed. QuickBooks will show you the numbers of product or services added, click continue Creating and managing your product/service list The QuickBooks Pro tracks all your income from the product and services you offer. In the course of your business, you may wish to add new items you offer for sell to your product list. Steps: 1. Click items and services 2. Click New to add new items or services. See the list of services name, account that categorises that service income and price.
  • 16. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 3. Click New 4. Click Add Your bank Accounts 1. Use this window to setup all your company bank accounts. Use this tab to add new items Click here to add new services or product you offer
  • 17. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 2. Click continue to proceed. Discard this information and click continue to finish bank accounts set up. After you have finished setting up the people you do business with, Click start working to start your company accounting entries in QuickBooks Enter your bank account name Enter your bank account number Enter your bank account balance as at conversion date Enter the Date you setup your bank account
  • 18. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Your QuickBooks homepage The QuickBooks Pro which is design for small business based outfits contain all that you need to record your daily business transactions. VAT set up: For business that remits VAT to relevant Tax agencies, it is important for you to track the total amount accruable to your local tax authorities for effective reporting. The QuickBooks Pro help you record all VAT payable from sales and create a report for real time updates. From the QuickBooks Pro home page: 1. Click Manage VAT.
  • 19. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com A Manage VAT window pops up which you will use to set-up your VAT percentage and report. 2. Click Change VAT setup. Click here to set-up VAT rate
  • 20. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 3. Click Next to continue. Follow the guide to change an existing VAT rate or add a new VAT rate Click Next to continue See the VAT item
  • 21. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com 4. Click next to continue. Double-click to change the VAT rate Enter the description of VAT items: VAT on sales, VAT on services, etc.
  • 22. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Click Next See details of your VAT changes Click finish
  • 23. FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com Find Full Tutorials on Manage inventory & purchase order. Create estimates & manage invoices. Track your business expenses. Manage your cash and bank accounts. Track International sales in multiple currencies. Company’s snapshot and other reports. ComputerAccountingBlog.blogspot.com