Join Bonnie Biafore for an in-depth discussion in this video Using the QuickBooks menus and home page, part of QuickBooks Pro 2010 Essential Training.
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…
Author
Bonnie Biafore
Released
2/24/2010- 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
Skill Level Beginner
Duration
Views
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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Introduction
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Welcome52s
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Editions of QuickBooks3m 24s
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Disclaimer36s
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1. Touring QuickBooks
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Opening a company file2m 4s
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2. Setting Up a Company File
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Creating a company file5m 33s
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3. Setting Up a Chart of Accounts
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Creating an account2m 26s
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Making an account inactive2m 17s
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4. Setting Up Customers, Jobs, and Vendors
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Creating a customer profile3m 40s
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Adding customer information4m 33s
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Creating a job2m 18s
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Making customers inactive1m 39s
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Creating a vendor2m 40s
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5. Setting Up to Sell Services and Products
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Why use QuickBooks items?2m 59s
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Creating a service item4m 26s
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Setting up time tracking2m 53s
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Entering time4m 19s
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Tracking mileage4m 34s
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Setting up sales tax2m 14s
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Creating a group of items2m 16s
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Making items inactive1m 42s
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6. Paying for Expenses
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Entering a bill4m 37s
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Paying bills4m 5s
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Writing a check for expenses3m 17s
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Paying with a credit card1m 40s
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Paying with cash2m 53s
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Paying sales tax2m 17s
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7. Invoicing
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Creating an estimate2m 49s
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Handling a customer credit4m 57s
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Producing a statement4m 44s
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8. Printing and Emailing Forms
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Setting up print options4m 13s
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Printing one or more forms4m 29s
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Emailing a sales form3m 2s
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9. Receiving Payments
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Receiving a payment3m 49s
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Depositing payments3m 31s
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10. Reconciling a Bank Account
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Correcting discrepancies5m 33s
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11. Running Reports
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Running a report3m 45s
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12. Working with Journal Entries
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Why use journal entries?3m 3s
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13. Managing Your Company File
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Creating a new user4m 58s
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Backing up your company file6m 10s
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Restoring a company file2m 31s
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Conclusion
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Goodbye27s
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Video: Using the QuickBooks menus and home page