Join Jess Stratton for an in-depth discussion in this video A tour of the interface, part of QuickBooks Pro 2016 Essential Training.
- Let's go through the interface of QuickBooks so that you can become familiar with the terminology, the layout, and you'll know right where to go to find the tools you need while we're going through the course. I'm using the company sample file right now. At the very top, you have the file menu. Here's where you can access all of the items that I'm going to show you below, plus some extras that you can't get to via the centers. When I say centers, I'm talking about this middle screen here. You'll notice that if I hover my mouse over these icons, it can take me into certain aspects of QuickBooks.
All of those aspects are also accessible via the file menu. So, if you have a window open and you need to get to any of those items, you can always do that by clicking directly on these menu items up here. It also makes QuickBooks look a little bit less overwhelming, when you realize that everything here is the same thing that's right here. Directly underneath that, are two tabs. There's a homepage tab, which will bring you back to the centers screen, and something called insights.
Insights is a company snapshot of how you're doing that was introduced in QuickBooks 2015. These are tabs, so to get back to the homepage at anytime and those centers, simply click on the homepage tab right next to insights. Let's move to the bottom left-hand side of the screen for now. Here's where you can purchase services and add-ons from QuickBooks such as payroll, accepting credit cards, and ordering checks and supplies. Above that is the navigation bar. Here's where you can access shortcuts to get to your company file.
Any window that you open here will keep this navigation bar still open, so you'll always be able to see it. If you don't like this navigation bar, you can minimize it by clicking the arrow in the top right-hand side of this pane to collapse it. Maybe you'd just rather use the centers in the middle of the screen, and that's fine. To bring it back up again, click the arrow, and it will expand the pane. You can also click view balances here to quickly see the balances of all your income accounts. In the very middle of the display, here's all the centers that we can access that I've been talking about.
There's vendors, customers, employees, all your bank accounts, and all your records that have to do with your actual company. like setting up your chart of accounts and all your items and services and products. Clicking on a center label directly, such as customers, will bring up an entirely new aspect of QuickBooks. For example, now I'm in the customer area. I can see all my customers, what their balances are, and all their contact information. You can get out of this area by clicking the x in the top right-hand side of the screen.
It's going to bring you back to the homepage. I can do the same thing with vendors and employees. You'll notice that they're highlighted in blue. Some of these will open up reports, some will open check registers, such as a lot of your banking items. However, you can always get out of every area by clicking on the x on the top right-hand side. On the homepage itself, you'll notice these arrows. These arrows are meant to illustrate the business workflow process, although you certainly don't have to use any of these areas in QuickBooks.
For example, creating an estimate will lead to an invoice, so that's why the arrow is pointing from the estimates to the invoices. However, you don't have to use estimates. You can simply just choose not to use them, and that's perfectly okay. You can always just create an invoice without creating an estimate first if you're business doesn't do that. I will go over that later on in the course, but I do need to drive home the fact that not everything here will be used. It's all according to how your business works, and there is no right or wrong.
Now, anytime, another way to get back to the homepage is by clicking this word Home in the navigation bar. Now that you know your way around QuickBooks, in the next video, let's talk about each individual center.
- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Adding service or inventory items
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Creating estimates and purchase orders
- Invoicing customers
- Receiving payments
- Recording deposits
- Handling refunds and credits
- Paying employees
- Banking online with QuickBooks
- Sharing QuickBooks with others
- Running reports