Project – How to use

Quickbooks
Type Quickbooks to your browser
Click Quickbooks
Website will Appear
Choose a Plan or Free 30 Day Trial
Fill up the Sign Up Form
Set Up Company
Click Next
Click All Set
Click Let’s go to Start
This is your Dashboard
Click the “+” sign to see Other Menus
Click the “Your Company” to Set Up
Fill in the Details for the Company
Add a Company Logo
Choose Your Logo
Click Save to Upload
Click Done
Click Chart of Accounts
Click See your Chart of Accounts
Organise your Chart of Accounts
Click Edit
Edit your Account
Input Account Balance
Click Save and Close
This will shown the Balance
Click Banking
Connect or Upload Transactions
Get your Bank Info
Add Bank Account
Add Bank Account Balance
Click Credit Card
Add Credit Card Account
Add Loan Account
Click Reports
Click Balance Sheet
This will show your balances
To Add Products and Services
Click New
Choose One
Input Details
Save and Close
Click Here
Click Expense
Create your Expense Transactions
Click Add
Add a Payee (Supplier)
Click Save to Easy Add Payee
Choose a Payment Account
Check the Date
Choose a Payment Method
Put a Category Account
Put a Description
Put an Amount
Click Save and Close
Click Invoice
Input Details for Invoice
Create New Customer
Input Customer Details
Click Save
Customer will Appear
Input Terms
Input Invoice Date
Input Product/Service
Input Description
Input Amount Rate
Click Save and Close
Click Credit Card Credit
Add Payee
Input Supplier Details
Click Save
Add a Category
Choose Account Type
Choose Detail Type
Input Account Name
Click Save and Close
Input Description
Input Amount
Click Save and Close
Click Receive Payment
Input Customer
Click Invoice to Apply Payment
Click Save and Close
Click Sales Receipt
Input Details
Input Customer
Input Product/Service
Input Amount
Click Save and Close
Click Transfer
Input Details
Click Save and Close
Click Statement
Select Date Range
Click Print or Preview
Statement will Appear
Click Print
Click Save
Click Bank Deposit
Click Bank Account
Choose Received From
Select Account
Input Description
Input Amount
Click Save and Close
Go Back to Reports
Click Profits and Loss
Select Date Range
This is your Net Income
Click Balance Sheet
Select Date Range
This is your Account Balance
You Can Click Each Account
Check for the Transactions
Check all Account Balances,
Confirmed and Verified