QuickBooks Tutorials

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

• Setting Up QuickBooks Users
• Adding Customer Jobs in QuickBooks
• Using The QuickBooks Home Page
• QuickBooks Classes

Following is a summary of all the 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.
  
  
• 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.