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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.
QuickBooks has several convenient ways to launch its commands. The horizontal menu bar along the top of the QuickBooks main window is the tried-and-true path to every command the program has to offer. Just below the menu bar, the icon bar offers one click access to a small set of the most popular commands. But you also might grow fond of the QuickBooks homepage, which is set up like the workflow of bookkeeping tasks you perform. The menu bar can get you to all of QuickBooks commands and it's always visible.
In QuickBooks 2010, the menu bar includes the Favorites entry, a menu specifically for your favorite commands. Click Customize Favorites to start adding commands, reports and windows. Select what you want to add to Favorites, click Add to add them to the menu, and then when you're done, click OK.
You can also launch commands by clicking an icon in the icon bar. For example, Invoice to open the Create Invoices window. If the icon bar doesn't show the commands you want, you can customize the icon bar to add your favorite commands or remove ones you don't use. The homepage has icons for the tasks you perform all the time. Because the homepage shows the typical bookkeeping workflow, it's easy to see which task is on deck.
As you set QuickBooks Preferences, it adds the appropriate icons to the homepage. The Vendors panel has icons for expense related tasks, like entering bills and paying them. If you sell products from inventory, it has icons for those tasks too. The Customers panel has icons for invoices, sales receipts, receiving payments and handling refunds and credits.
If you have employees, the Employees panel has icons for tasks like entering time or processing payroll. The Company section on the right has icons for other tasks like opening the Chart of Accounts window or opening the Item list. The Banking section has all-time favorites like writing checks, printing checks, recording deposits, and the ever- popular reconciling a bank account.
Remember, QuickBooks commands are available in several places. Stick with the method you prefer or choose a command from the closest menu.
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