QuickBooks Tutorials

Samarak posts QuickBooks tutorials on our blog on a regular basis. Most QuickBooks tutorials include screenshots and detailed instructions. Recent tutorials include:

• Creating Invoices in QuickBooks
• Emailing Invoices from QuickBooks
• When to Use Sales Receipts
• QuickBooks Classes

 QuickBooks Tutorials Available on Our Site:

• QuickBooks EasyStep Interview
  • Getting Started With QuickBooks: this QuickBooks tutorial walks you through the first part of the QuickBooks EasyStep Interview.
  • Customizing QuickBooks For Your Business: this QuickBooks tutorial covers the second part of the QuickBooks EasyStep Interview.
  • Setting Up Your Chart of Accounts: the final QuickBooks toturial in this series covers the third and final part of the QuickBooks EasyStep Interview.
• Changing Your Fiscal Year: a brief explanation of how to change your fiscal year in QuickBooks.
• QuickBooks Classes
  • Using Classes: this QuickBooks tutorial explains how classes are used in QuickBooks and then offers instructions for turning on class tracking and adding classes.
  • QuickBooks Classes: this blog post is not a tutorial, but is worth reading if you are thinking about using QuickBooks classes.
• Converting Data from Peachtree to QuickBooks: QuickBooks provides a conversion tool to help Peachtree users convert to QuickBooks. This blog explains how to use the Peachtree-to-QuickBooks conversion tool.
• Setting Up QuickBooks Users: It is easy to set up new users in QuickBooks. This QuickBooks tutorial shows you exactly how to do so.
• QuickBooks Home Page
  • Show the QuickBooks Home Page When Starting QuickBooks: this QuickBooks tutorial explains how to get the QuickBooks Home page to show up when you start QuickBooks.
  • Using The QuickBooks Home Page: the QuickBooks Home page can be very helpful with respect to understanding the logical order the tasks you perform in QuickBooks should occur in. This blog explains how to use the QuickBooks Home page.
  • Customizing the QuickBooks Home Page: learn how to customize the QuickBooks Home page to reflect the way you use QuickBooks.
• Marking Vendors as Eligible for 1099: noting in QuickBooks which vendors are eligible for 1099s will save you a lot of time at year end. This tutorial explains how to do so.
• Creating and Using Invoices in QuickBooks
  • Creating Invoices in QuickBooks: this QuickBooks tutorial walks you through the process of creating invoices in QuickBooks.
  • Applying Credits to Invoices in QuickBooks: learn how to apply a credit balance when receiving payment or to a new invoice.
  • Receiving Payment Against an Invoice in QuickBooks: receiving payments in QuickBooks is easy, but must be done right. Learn how.
  • Editing Invoices in QuickBooks: brief instructions for editing an invoice in QuickBooks.
  • Emailing Invoices to Customers from QuickBooks: detailed instructions for emailing invoices directly from QuickBooks.
  • Customizing Invoices in QuickBooks: QuickBooks lets you customize your invoices to look exactly the way you want them to. Learn how.
  • Adding Your Logo to Your QuickBooks Invoices: learn how to add your company logo to your invoices.
    
     
• Creating and Using Sales Receipts in QuickBooks
  • About QuickBooks Sales Receipts: learn whether or not your business should use sales receipts.
  • Entering QuickBooks Sales Receipts (Assuming you want to track sales by customer): there are two ways to enter sales receipts. These instructions assume you want to track sales by customer.
  • Entering QuickBooks Sales Receipts (Assuming you don’t want to track sales by customer): there are two ways to enter sales receipts. These instructions assume you don't want to track sales by customer.
  • Adding Your Logo to Sales Receipts in QuickBooks: learn how to add your company logo to your sales receipts in QuickBooks.
  • When to Use Sales Receipts in QuickBooks: this short blog post directs you to all the info you should need to decide whether to use sales receipts or invoices in QuickBooks.
• Closing The Books:
  • How to Close the Books: brief instructions of how to close the books in QuickBooks.
  • Remember to Close Your Books in QuickBooks: this blog post explains the reason to close your books and advantages of doing so, even if you want all QuickBooks users to have the ability to make changes in prior years.
• QuickBooks Backups and QuickBooks Portable Company Files
  • Backing Up Your QuickBooks Company File When Closing QuickBooks: this QuickBooks tutorial provides detailed instructions for backing up QuickBooks when closing your company file.
  • Schedule Automatic Backups of Your QuickBooks Data: this QuickBooks tutorial explains how to backup on a regular basis, such as once a week, as opposed to at closing.
  • Restoring Your QuickBooks Backup File: this tutorial contains detailed instructions for restoring backed up QuickBooks company files.
  • Creating QuickBooks Portable Company Files: this QuickBooks tutorial will walk you through the steps to create a QuickBooks portable company file.
  • Restoring Your QuickBooks Portable Company File: this tutorial contains detailed instructions for restoring QuickBooks portable company files.
  • Email QuickBooks To Your Accountant Using A QuickBooks Portable Company File: this blog post discusses the pros and cons of using portable company files to exchange QuickBooks company files with your accountant.
• Managing Your Chart of Accounts
  • Adding Accounts to the QuickBooks Chart of Accounts: in addition to showing exactly how to add accounts to the chart of accounts, this QuickBooks tutorial includes thoughts on how to think of your chart of accounts to help you decide when to add accounts.
• QuickBooks Customers and Customer Jobs
  • Adding Customers in QuickBooks: this tutorial walks you through the process of adding customers in QuickBooks.
  • Editing Customers in QuickBooks: brief instructions on editing customers in QuickBooks.
  • Adding Customer Jobs in QuickBooks: this QuickBooks tutorial provides detailed instructions for adding customer jobs in QuickBooks.
  • Using Customer Jobs in QuickBooks: this blog post covers reasons to use customer jobs in QuickBooks.
• Managing Vendors in QuickBooks
  • Adding Vendors in QuickBooks: this QuickBooks tutorial details the steps involved in adding vendors in QuickBooks.
  • Editing Vendors in QuickBooks: this short tutorial shows how easy it is to edit vendors in QuickBooks.
  • Making Vendors Inactive/Active in QuickBooks: this is mostly a discussion of the pros and cons of making vendors inactive in QuickBooks, but there is also an explanation of how to do so.
• Purchase Orders
  • Creating Purchase Orders: detailed instructions for creating purchase orders in QuickBooks.
  • Receiving Items Against Purchase Orders: step-by-step instructions of receiving items against purchase orders in QuickBooks.
• Paying Bills
  • Entering Bills vs. Writing Checks in QuickBooks: explanation of the two methods for paying bills in QuickBooks and a discussion of the advantages of entering bills vs. just writing checks.
  • The One-Step process for Paying Bills in QuickBooks: description of how to pay bills in QuickBooks using the Write Checks window.
  • Enter and then Pay Bills in QuickBooks: detailed instructions for entering and then paying bills in QuickBooks.
  • Writing Checks in QuickBooks: this QuickBooks tutorial covers writing checks from the Write Checks window and directly from the register, and includes a list of situations in which you should not write checks.
  • Printing Checks in QuickBooks: this short tutorial walks through the process of printing checks in QuickBooks.
• Historical Transactions
  • Entering Historical Transactions in QuickBooks: this QuickBooks tutorial walks you through the proper order in which you should enter historical transactions.
  • Entering Historical Transactions in QuickBooks is Essential: this isn't really a QuickBooks tutorial. Instead, it's an explanation of why entering historical transactions is important with some thoughts on how to go about getting historical transactions entered.