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QuickBooks Pro 2010 Essential Training
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Opening a company file


From:

QuickBooks Pro 2010 Essential Training

with Bonnie Biafore

Video: Opening a company file

Your company file is the electronic file where QuickBooks keeps your company's financial life story: company name and address, federal tax ID, customers, vendors, employees, financial transactions and more. If you work on only one QuickBooks company file, opening that file is easy. Do it once and from then on, QuickBooks opens the file for you whenever you launch the program. But if you work on several company files or need to reopen your file for some reason, QuickBooks has no shortage of methods for opening a file.
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  1. 8m 19s
    1. Welcome
      52s
    2. Editions of QuickBooks
      3m 24s
    3. QuickBooks bookkeeping basics
      2m 46s
    4. Using the exercise files
      41s
    5. Disclaimer
      36s
  2. 9m 12s
    1. Opening a company file
      2m 4s
    2. Using the QuickBooks menus and home page
      2m 49s
    3. Touring the Customer, Vendor, and Employee Centers
      2m 32s
    4. Navigating between QuickBooks windows
      1m 47s
  3. 10m 50s
    1. Gathering the information you need
      2m 4s
    2. Creating a company file
      5m 33s
    3. Converting from another program
      3m 13s
  4. 8m 19s
    1. Naming and numbering accounts
      3m 36s
    2. Creating an account
      2m 26s
    3. Making an account inactive
      2m 17s
  5. 14m 50s
    1. Creating a customer profile
      3m 40s
    2. Adding customer information
      4m 33s
    3. Creating a job
      2m 18s
    4. Making customers inactive
      1m 39s
    5. Creating a vendor
      2m 40s
  6. 43m 35s
    1. Why use QuickBooks items?
      2m 59s
    2. Creating a service item
      4m 26s
    3. Setting up time tracking
      2m 53s
    4. Entering time
      4m 19s
    5. Tracking mileage
      4m 34s
    6. Creating an inventory item
      6m 7s
    7. Creating a non-inventory item
      3m 34s
    8. Setting up sales tax
      6m 59s
    9. Setting up discounts and charges
      3m 46s
    10. Creating a group of items
      2m 16s
    11. Making items inactive
      1m 42s
  7. 30m 46s
    1. Creating a purchase order
      3m 8s
    2. Entering a bill
      4m 37s
    3. Recording inventory you receive
      3m 47s
    4. Paying bills
      4m 5s
    5. Handling a credit from a vendor
      5m 2s
    6. Writing a check for expenses
      3m 17s
    7. Paying with a credit card
      1m 40s
    8. Paying with cash
      2m 53s
    9. Paying sales tax
      2m 17s
  8. 35m 5s
    1. Understanding invoices, statements, and sales receipts
      2m 23s
    2. Creating an invoice and filling in header fields
      2m 55s
    3. Adding items to an invoice
      5m 7s
    4. Adding billable time and cost to an invoice
      5m 57s
    5. Using subtotals, discounts, and other charges
      3m 6s
    6. Creating an estimate
      2m 49s
    7. Handling a customer credit
      4m 57s
    8. Creating a statement charge
      3m 7s
    9. Producing a statement
      4m 44s
  9. 14m 44s
    1. Setting up print options
      4m 13s
    2. Aligning forms with printer paper
      3m 0s
    3. Printing one or more forms
      4m 29s
    4. Emailing a sales form
      3m 2s
  10. 14m 8s
    1. Receiving a payment
      3m 49s
    2. Assessing finance charges
      4m 9s
    3. Creating a sales receipt for a cash sale
      2m 39s
    4. Depositing payments
      3m 31s
  11. 10m 37s
    1. Preparing to reconcile a bank account
      1m 50s
    2. Reconciling transactions to your bank statement
      3m 14s
    3. Correcting discrepancies
      5m 33s
  12. 9m 51s
    1. Using the Report Center to find reports
      3m 0s
    2. Running a report
      3m 45s
    3. Printing or saving a report
      3m 6s
  13. 6m 8s
    1. Why use journal entries?
      3m 3s
    2. Creating a general journal entry
      3m 5s
  14. 13m 39s
    1. Creating a new user
      4m 58s
    2. Backing up your company file
      6m 10s
    3. Restoring a company file
      2m 31s
  15. 27s
    1. Goodbye
      27s

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QuickBooks Pro 2010 Essential Training
3h 50m Beginner Feb 24, 2010

Viewers: in countries Watching now:

In QuickBooks Pro 2010 Essential Training, author Bonnie Biafore shows how to most efficiently use this popular business accounting software to manage business finances. The course covers core QuickBooks features that business owners need to know, from recording typical bookkeeping transactions like bills and invoices, to reconciling accounts and managing company files. Exercise files accompany the course.

Topics include:
  • Establishing a company file and Chart of Accounts
  • Creating purchase orders and paying bills
  • Invoicing customers
  • Tracking time, mileage, and other non-inventory items
  • Monitoring sales and inventory
  • Paying sales tax
  • Reconciling accounts and bank statements
  • Running and printing reports
Subjects:
Business Accounting Finance
Software:
QuickBooks
Author:
Bonnie Biafore

Opening a company file

Your company file is the electronic file where QuickBooks keeps your company's financial life story: company name and address, federal tax ID, customers, vendors, employees, financial transactions and more. If you work on only one QuickBooks company file, opening that file is easy. Do it once and from then on, QuickBooks opens the file for you whenever you launch the program. But if you work on several company files or need to reopen your file for some reason, QuickBooks has no shortage of methods for opening a file.

If you worked on the file recently, the File menu is the best place to start. Point to Open Previous Company and then choose the company file from the submenu. If the file isn't on the Previous Company's submenu, don't worry. On the File menu, choose Open or Restore Company instead. Select the Open a company file option and click Next. The Open a company dialog box is like every other Open File dialog box you've used.

Go to the folder that holds the file you want to open. The program automatically selects the file type for you. Click a file name in the list and then click Open. But what if no file is open? In that case, you see the No Company Open screen. You can still choose Open or Restore Company from the File menu or you can click Open or restore an existing company in the No Company Open screen.

Even easier, if the file you want appears in the list, select it and then click Open. Now, whether you work on one company file or several, you know how to open any company file you want.

Find answers to the most frequently asked questions about QuickBooks Pro 2010 Essential Training.


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Q: I have QuickBooks Pro 2011. Will this course work for me?
A: Yes. The changes in QuickBooks Pro 2011 are minor, and all the information in QuickBooks 2010 Essential Training applies to QuickBooks 2011.
 
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