#Quickbooks tutorial on youtube trial
Do a trial run with each of these features to make sure that you understand them correctly and QuickBooks is recording the data properly. You can connect to most relevant financial accounts - such as bank accounts and credit cards - from here.īe sure you can cut checks with the "Write Checks" tab and manage your costs and sales in the "Credit Card Expense," "Cash Expense" and "Deposit" headings. For this, dig into the "Banking" tab and focus on the basic reporting options to track the money you make and the costs your business incurs. Now comes the tricky part: accounting for the actual dollars your business makes and spends. At this point, there shouldn't be a need for options such as "Manage Bills" or "Payroll." Begin tracking the money flow. Confirm each entry by generating a report with the "Report" button on the right of the screen. Start by entering the contact information for who works for you and who sells to you, but don't feel pressured to enter every bit of detail that QuickBooks prompts. Next, go to the "Vendors" and "Employees" tabs. Enter basic vendor and employee information. Confirm with them that all works as it should. Then, set the options as needed and, if possible, generate a test invoice for your clients. Check with your customers directly to determine whether they prefer paying with cash, check or credit card. While name, address and email are important, the critical element is the "Payment Method" option.
Now, head to the "Customer" tab and begin entering client information. Consider double-checking these details with your financial advisor by phone or email. But that can vary by business, and even tiny details can be critical. Usually, the most important items are business structure, reporting forms, Tax ID number and reporting calendar. Now that you are familiar with the QuickBooks basics and your passwords set, go to the "Preferences" link in the "Company" tab and enter your company's financial details, based on the preliminary conversations you had with your accountant. You also should consider changing this and the passwords that QuickBooks stores - your online banking IDs at your bank's website and in QuickBooks - every quarter. Before you start entering sensitive financial information, go to the "Change Password" tab in the "Your Account" section and create a unique and complex password. Security is critical anytime money is at stake, and particularly so with QuickBooks because your entire financial life is in one place. QuickBooks classifies revenue as "Money In," and expenses as "Money Out." It then maps the flow of these funds through your business in a chart called "Getting Around." Set up a secure environment. Even if you are comfortable with numbers, spend time in the "Getting Started" tab on the tutorials that introduce how QuickBooks' thinks about managing the bills you send and receive and your firm’s costs.
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