STUDENT MANUAL. Get Going With QuickBooks For Windows

Transcription

1 STUDENT MANUAL Get Going With QuickBooks 2015 For Windows

2 Get Going With QuickBooks 2015 for Windows Technical Learning Resources This guide is intended for use with QuickBooks The practice disk will not work if QuickBooks 2015 is not installed on your computer or laptop. When you are ready to purchase QuickBooks Pro or Premier 2015, please call Intuit Premier Reseller, ebs Associates, Inc., toll free at (888) and mention the product code: TLR to receive your additional product discount. You can also go to the following web site to purchase the software:

3 Copyright Notice Get Going With QuickBooks 2015 for Windows ISBN # Item # GG2015 TLR, Published in December All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written consent of the publisher. Disclaimer THE MATERIALS ENCLOSED HEREIN ARE SOLD AS IS, WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, RESPECTING THE CONTENTS OF THIS BOOK, INCLUDING BUT NOT LIMITED TO WARRANTIES FOR THE BOOK S QUALITY, PERFORMANCE, MERCHANTABILITY, OR FITNESS FOR ANY PARTICULAR PURPOSE. NEITHER TLR NOR ITS DEALERS OR DISTRIBUTORS SHALL BE LIABLE TO THE PURCHASER OR ANY OTHER PERSON OR ENTITY WITH RESPECT TO ANY LIABILITY, LOSS, OR DAMAGE CAUSED OR ALLEGED TO BE CAUSED DIRECTLY OR INDIRECTLY BY THE USE OF THIS PUBLICATION. Trademark Acknowledgments All product names and services mentioned in this publication are trademarks or registered trademarks of their respective companies. They are used throughout this publication for the benefit of those companies, and are not intended to convey endorsement or other affiliation with the publication. Other Acknowledgments Executive Editors: Project and Production Managers: Developer: Edward F. Thaney and Scott T. Gerken Lori Laney and Brandy Halstead Carene Kulis Technical Learning Resources is affiliated with Thaney & Associates, CPA s Special Notice Through our experience as a book publisher, we have found that most end users do not understand copyright law and potential infringement. We are pleased you have chosen to use our training guide; please be advised, however, that copying or reproducing the materials provided to you in this guide, including the training CD, is a violation of copyright law. Publisher: Technical Learning Resources Voice: (877) Web:

4 Contents Contents Before You Get Started i Introduction i How to Use This Guide ii Prerequisites iv System Requirements iv Customized Settings for This Guide iv Training Objectives viii The Training CD viii Evaluation Criteria xi Ordering Training Guides xi Getting Started 1-1 Starting QuickBooks Setting QuickBooks Preferences Identifying Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Review Setting Up a Company 2-1 Creating a QuickBooks Company Using the Chart of Accounts Review Working with Lists 3-1 Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Review Setting Up Inventory 4-1 Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Review

5 QuickBooks 2015 Selling Your Product 5-1 Creating Product Invoices Applying Credit to Invoices ing Invoices Setting Price Levels Creating Sales Receipts Review Invoicing for Services 6-1 Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Review Processing Payments 7-1 Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Review Working with Bank Accounts 8-1 Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Review Entering and Paying Bills 9-1 Handling Expenses Using QuickBooks for Accounts Payable Entering Bills Paying Bills Entering Vendor Credit Review Using the EasyStep Interview A-1 Using the EasyStep Interview A-2 Review A-18