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USING QUICKBOOKS LISTS
QuickBooks lists organize a wide variety of information, including data on customers, Suppliers, inventory items, and more. Lists save you time by helping you enter information consistently and correctly. Such as: Names, addresses and other information about customers Contact information for Supplier Descriptions and prices for products and services
USING QUICKBOOKS LISTS
Simply enter a repetitive information into the list ones, and use it over and over on check, invoice form and daily transaction. No need to fill up all the information on the form, you can add information as you go along.
EDITING THE CHART OF ACCOUNTS
The chart of accounts is your most important list because it shows how much your business has, how much it owes, how much money you have coming in, and how much you’re spending.
TO DISPLAY THE CHART OF ACCOUNTS: 1. Scroll through the lists . From the Lists menu. choose Chart of Accounts. 2.
The Chart of accounts displays balance sheet accounts first. . The Chart of accounts displays balance sheet accounts first. followed by income and expense accounts. followed by income and expense accounts.
type Checking 5.ADDING AN ACCOUNT To add an account: 1. Select Bank 3. 2. Click save & close . In the Account Name field. click the Account menu button and then choose New. Click Continue 4. In the chart of accounts.QuickBooks displays the Add New Account: Choose Account Type window.
Click the Account menu button. 2. and then select Edit Account. In the Description field. type Great Statewide Bank. 3. In the chart of accounts. select Checking. 4.EDITING AN ACCOUNT To edit an account: 1. Click save & close .
Select Expense.ADDING A SUBACCOUNT To add a subaccount: 1. . 4. 5. QuickBooks displays the Add New Account: Choose Account Type window. type Trade Publications. In the Description field. 3. 2. 6. click the Account menu button and then choose New. 7. Click Save & Close. type Trade Pubs. In the chart of accounts. Select the “Subaccount of” checkbox. In the Account Name field. Click Continue. and then select Dues and Subscriptions.
ADDING A SUBACCOUNT QuickBooks displays the new subaccount Close the chart of accounts .
WORKING WITH THE CUSTOMERS & JOBS LIST The Customer Center stores names. and other information about your customers. addresses. It also holds information about the jobs or projects you may want to track for each customer. .
WORKING WITH THE CUSTOMERS & JOBS LIST To add new customers: 1. . Click Customer Center in the icon bar.
Click OK to use this address as the Ship To address. Click Copy to have QuickBooks copy the billing address to the Ship To field. and then press Tab. Type 376 Pine Street. click at the end of the line below the company name and press Enter. . type Godwin Manufacturing.2. 5. and then press Enter On the next line of the Bill To field. In the Bill To field. type Bayside. OR 64326. Click the New Customer & Job menu button (at the top of the Customer Center). 3. In the Company Name field on the Address Info tab. 7. and select New Customer. 8. 4.
Continue filling out the customer information by providing the following information: Contact: John Godwin Phone: 325-555-9841 Fax: 325-555-0012 Alt Contact: Tracy Heldt .9.
you can enter credit card numbers and expiration dates. . such as customer type (if you want to categorize your customers in some way).WORKING WITH THE CUSTOMERS & JOBS LIST The Additional Info tab is where you can provide other important information. For customers who pay by credit card. and sales tax information. The Payment Info tab is where you enter customer account numbers and credit limits. payment terms. You can also record information about each customer’s preferred payment method.
It also store information in QuickBooks need to calculate your employee pay tracks if your using QuickBooks payroll. .WORKING WITH THE EMPLOYEE CENTER The Employee Center store information about your employees.
Click Employee Center in the icon bar.WORKING WITH THE EMPLOYEE CENTER To add a new employee: 1. .
In the First Name field. .2. In the SS No. Click New Employee at the top of the Employee Center. In the Last Name field. type Duncalf. 6. 4. type 7/18/82. 5. 3. In the Date of Birth field. field. type 123-45-6789. select Female 7. and then press Tab. In the Gender field. type Marlene.
9. Click the Address and Contact tab. and Zip fields. State. In the Address field. type 415-555-1111. #202. In the Phone field. type 195 Spruce Avenue. For the City.8. . 11. WA 94326. 10. type Bayshore.
click Leave As Is. select Employment Info. When QuickBooks asks if you want to set up payroll information. 14. 15. . type 11/26/2007. In the Change tabs field. Click OK. In the Hire Date field. 13.12.
QuickBooks updates and displays the Employee list with the new employee’s name added. •Close the Employee Center. .
WORKING WITH THE SUPPLIER CENTER The Supplier Center is where you record information about the companies or people from whom you buy goods or services. .
.WORKING WITH THE SUPPLIER CENTER To add a new supplier: 1. Click Supplier Center in the icon bar.
type Hughes Electric. type 510-555-6667 . In the Fax field. Type Middlefield. 7. 11. WA 94432. 5. On the second line of the Address field. Click in the Name and Address field. type David Hughes.Click New Supplier at the top of the Supplier Center.2. Press Enter to move to the next line. In the Contact field. type P. type Hughes Electric. 8. and then press Tab. In the Company Name field. 4. 10. 9. after the company name displayed on the first line. In the Supplier name field. In the Phone field. 3. Box 2316. and press Enter. 6. type 510-555-6666.O.
your credit limit. . Close the Supplier Center. the supplier’s tax identification number. payment terms. and opening balance.PROVIDING ADDITIONAL SUPPLIER INFORMATION The Additional Info tab in the New Supplier window is where you can enter a supplier type (if you want to categorize your supplier).
. Employee. Custom fields give you a way to track additional information specific to your business. and Item lists. Supplier.ADDING CUSTOM FIELDS QuickBooks lets you add custom fields to the Customers & Jobs.
3. Click the Edit Customer button. Click the Additional Info tab. 2.ADDING CUSTOM FIELDS To add custom fields: 1. In the Customers & Jobs list. Cellars. Click Define Fields. . 5. 4. select Baileys. Click Customer Center in the icon bar.
ADDING CUSTOM FIELDS .
9. Customer and Supplier checkbox to select it. Click the Customer:Jobs checkbox to select it. . type Birthday 10. In the next blank Label field. Click the Supppliers checkbox to select it.ADDING CUSTOM FIELDS 6. In the first blank Label field. Click the Employees. 7. 8. type Pager Number.
ADDING CUSTOM FIELDS 11. 13. Click OK to close the Edit Customer window. If you see an informational message. type 415-555-9876. . click OK. 12. Close the Customer Center. In the Pager Number field. 14. 15. Click OK.
make lust items inactive and print lists . You can sort lists. delete list items. rename list items. combine (merge) list items.MANAGING LISTS Lists are easy to manage in QuickBooks.
choose Chart of Accounts .MANAGING LISTS SORTING LIS You can sort many QuickBooks lists manually or alphabetically From the Lists menu.
Click and hold the mouse button. To re-sort the list alphabetically. and select Re-sort List. Click the diamond to the left of the Mortgage subaccount of Interest Expense. click the Account menu button. Release the left mouse button. 7. 4.2. 3. Click OK. 6. . Close the chart of accounts. and drag the pointer upward until you see a dotted line directly below Interest Expense. 5.
2. 4.MANAGING LISTS To sort a list in descending order: 1. Click the Balance Total column heading. Click the column heading again. Click the arrow to the right of the View dropdown list to expand the Customers & Jobs list. 3. Click Customer Center on the icon bar to display the Customer Center and Customers & Jobs List. .
7. 6. . Close the Customer Center.MANAGING LISTS 5.To return to the order you started with. click the large diamond to the left of the Name column heading. Click the collapse arrow to the right of the window to collapse the Customers & Jobs list.
you may find that you’ve been using two customers (because of different spellings) when you really need only one on your Customers & Jobs list. Vendor. You can merge list items in the Chart of Accounts. . Employee. For example. and Other Names lists. Item. you can combine two list items into one. Customers & Jobs.MANAGING LISTS In most lists.
type Taubmans and Sons Trade Centre. choose Supplier Center. Click OK. 3. 6. Click Yes. 5. Close the Supplier Center. 4. Double-click the entry for Hughes Electric. From the Suppliers menu. .MANAGING LISTS To merge items on a list: 1. 2. In the Supplier Name field.
QuickBooks automatically modifies all existing transactions containing the item. . type Master Checking Account. From the Lists menu. 4. Click Save & Close. When you make the change. Click the Account menu button.You can rename any list item. In the chart of accounts. 5. and choose Edit Account. choose Chart of Accounts to display the chart of accounts for Stadium Construction & Hardware 2. In the Account Name field. To rename a list item in the chart of accounts: 1. select Checking. 3.
If you don’t want to use a list item but you can’t delete it. . You can delete list items if you have not used them in any transactions. If you try to delete a list item that is used in a transaction. you can make it inactive. QuickBooks displays a warning that the item can’t be deleted.
For example. QuickBooks prints the Customers & Jobs list as it appears on the screen. if the Customers & Jobs list is expanded and sorted by balance total. if the list is collapsed. . and active status. QuickBooks prints the expanded list sorted by balance total. or you may print a list to a file to use in your word processor or spreadsheet.You can print a QuickBooks list for reference. the balance total. QuickBooks prints just the customer name.
Click OK to bypass the List Reports message. . 2. In the Customer Center. To print the Customers & Jobs list: 1. and then choose Customer & Job List. 3. Click Print. click the Print menu button.
you can generate and filter the Customer Contact report for those customers. . You can also modify the report to include the columns that you want.If you want to print information for selected customers only.
To print information for selected customers: 1. Click OK to close the Modify Report window. and then choose Customer Contact List from the submenu. Click Modify Report. 4. 7. . From the Reports menu. Select Customer in the Filter list. Print the report. 5. 6. 8. choose List. Click OK to close the Select Customer:Job window. Click the Filters tab. 3. 9. In the Customer field. Make sure Manual is selected then click to put a checkmark next to those customers for which you want to print contact information. 2. choose Multiple customers/jobs.
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