QuickBooks Pro refers to each different process area as a center. Each center shows different icons you can click on to easily access these sections, or you can click on the center itself to show you more details and navigate from there. Learn more about navigating inside each center in this online video tutorial.
Lets talk about the centers for a bit, in order…to make a very complex process its easy to understand.…QuickBooks has organized each process into a…center, there is the vendor center, customer center,…employee center and an area were you can…access your banking information and your company information.…So knowing this the easiest way to find…what you are looking for in Quickbooks, is to…first categorize what you are trying to do…and then look for it in the appropriate center.…Now you may notice that you need to center those basic tasks associated…with the category, but what's missing is a basic list of each category.…
For example in the customer area, you can see that I can very easily find out where…I need to go to create estimates, invoices…and entry payments for the money that I receive.…But where's the actual list of my customers?…To access this list, you can click the word customers, and if you haver…you rmouse over it, you'll see that it's telling you that you can access the…customer center this way.…
Author
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Navigating inside each center