In this video, staff author Jess Stratton takes you on a tour of the QuickBooks Pro 2018 interface, so you can become familiar with it through the rest of the course.
- [Instructor] 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 of the screen, 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 any of these icons, it can take me into a certain area of QuickBooks.
All of these areas are also accessible via this file menu. This means that if you have a window open and you need to get to any of these items, you can always do that by clicking directly on these menu items up here. It also makes QuickBooks a little bit less overwhelming when you realize that everything here is the same thing that's here. Directly underneath the file menu are two tabs. There's a home page tab, which brings you back to this center 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 home page at any time and those centers, click the home page tab next to insights. To the right is the reminders bar. If you have any reminders, such as upcoming bills, deposits to make, or invoices to send, those will show up here. Let's move to the bottom left-hand side of the screen. 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 that you can access things quickly, and you'll always be able to see it. If you don't like the navigation bar or you don't want to use it, you can minimize it by clicking the arrow on the top right-hand side to collapse it. To bring it back again, click the arrow; and it will expand the pane. In the very middle of this display, here are all the centers that we can access that I've been talking about.
There's a vendor center, a customer center, and an employee center. On the right are all of my banking accounts and any records that have to do with your actual company, like setting up your chart of accounts and all of your records that have to do with your items and services and products. Clicking on a central label directly, such as customers, will bring up an entirely new area of QuickBooks. For example, now I'm in the customer center. I can see all of my customers, what their balances are, and all of their contact information.
You can get out of this area, and any area that opens up, by clicking the X on the top right-hand side of the screen. It's going to bring you back to the home page. I can do the same thing with vendors and employees. You'll notice that they're highlighted in blue. Anything that you can click on where the cursor changes to a hand icon will open up. Some things will open up reports, some open up check registers; but you can always get out of any area by clicking the X in the top right-hand side.
On the home page 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 or follow the process. For example, creating an estimate will lead to an invoice. So that's why the arrow is pointing from the estimate to the invoice. However, you may not use estimates. You can simply just choose not to use them, and that's perfectly okay. You can always create an invoice without creating an estimate first if your business doesn't do that.
I'll go over that later 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's no right or wrong. Now that you know your way around QuickBooks, in the next video, let's talk about each individual center.
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- Explain how to open and close an existing company file.
- List the steps of adding bank accounts and credit cards.
- Set up customer and vendor profiles.
- Create and edit vendors and employees.
- Identify how to invoice customers and receive payments.
- Enter statement charges and assess finance charges.
- Set up payroll items and pay employees.
- Customize invoices and forms.