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This handbook is created to give you all the QuickBooks Training you need to master QuickBooks simple start, Pro, Premier and Enterprise. Find more Training on ComputerAccountingBlog.blogspo t.com QuickBook s Handbook 2013, 2014, 2015, 2016, 2017 Guide Magnet Consulting Associate Limited

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Download Free QuickBooks Training Online - Pro, Premier 2013, 2014, 2015, 2016, 2017, 2018 Tutorials. Learn How to use QuickBooks Accounting Software Quickly for Small Business. Free Training on http://computeraccountingblog.blogspot.com/

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Page 1: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

QuickBooks Handbook

2013, 2014, 2015, 2016, 2017 Guide

Page 2: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

At the end of this course, you should be able to:

QuickBooks parameter setup: 1. Create a company. 2. Set up suppliers, customers, banks, charts of accounts, employees &

VAT Manage inventory & purchase order. Create estimates & manage invoices. Track your business expenses. Manage your cash and bank accounts. Track International sales in multiple currencies. Company’s snapshot and other reports.

Find over 100 FREE QuickBooks Simple Start, Pro, Premier and Enterprise Training on http://www.ComputerAccountingBlog.Blogspot.com

FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com

Page 3: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Create a companyTo create a new company with QuickBooks Pro:

1. Click file2. Click New Company

3. Click Express Start

4. Fill in your business information.

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Page 4: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

5. Click continue to proceed.6. Enter your business information.

7. Click Create company file and wait for your company to be created.

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Enter your company name

Enter your industry

Select your company type

Enter your VAT number

Fill in the fields with your business information as illustrated

Page 5: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Set up suppliers, customers, banks, Charts of Accounts, employees & VAT

QuickBooks will also prompt you to set up the people you do business with: Suppliers, Customers, vendors among others.

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Page 6: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

1. Click Add button for People you do business with

2. Click continue to add manually.

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If you have list of these people in Excel, click here to import

Page 7: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

1. Select the party you want to add – Customer or supplier2. Enter Name, Company Name, First Name, Email, Phone Number, Fax, Address, City and

Contact Name.3. After adding all the people you do business with, click Continue.

QuickBooks will show you the total number of people added to your company.3. Click continue

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Page 8: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Manage SuppliersTo add new suppliers:

1. Click Suppliers on the QuickBooks homepage

2. Click New suppliers to add a new supplier/vendor

Use this window to enter your suppliers’ details:

3. Click Payment settings:

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Enter supplier’s name

Enter your payment details here

Enter amount owed to suppliers

Page 9: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Use this screenshot to enter your supplier’s payment details.

4. Click VAT settings to record tax deductions on purchases if any or show that the supplier is a TAX AGENCY.

5. Account Settings: Use to set accounts to prefill when you enter bill for a supplier.

6. Additional Information: Enter additional information as concerning a supplier.

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Click this if the supplier is a VAT Agency

Page 10: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

7. Click ok to save the supplier.

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Select the supplier’s type

Page 11: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Manage customers

With QuickBooks Pro, you can see all the details of your customers/clients in one spot.The Customer Centre makes it easy to see all of your customer details in one organised screen.See contact information, open invoices, and paid transactions at a glance.

If you want to add new customer to the people you do business with:To view customer centre:

1. Click the Customer Icon on the home page.

The Customer Icon on the QuickBooks Pro homepage makes managing your customer list and transaction easier. You can add a new customer to your list, edit an already existing customer or track transactions that are specific to a customers.

Follow the instructions on the QuickBooks Pro customer centre snapshot below:

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Page 12: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Use the To Do List to add a prospective customer you want to follow up or have an appointment with:FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com

Add New Customer to your List Instantly see and edit customer details

See open invoice, estimates and payment information for a customer- Click on any transaction to see full details

See the list of your current customers. Click on a name and

see a complete view of your transactions with him

See full details on your customer daily transactions

Use this tab to add a appointment with a selected customer

Page 13: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

1. Click To Do’s and Manage To Do’s:

Add small window pops up. Use this window to create a new appointment of follow up reminder in respect of a selected Customers Name as shown below:

Click OK to close the window.

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Page 14: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

3. Click Add button to add product and services you sell

Use this window to select what you offer and click continue.

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Add the product or service nameEnter the price of each product or service

Page 15: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

4. Click continue to proceed.

QuickBooks will show you the numbers of product or services added, click continue

Creating and managing your product/service list

The QuickBooks Pro tracks all your income from the product and services you offer. In the course of your business, you may wish to add new items you offer for sell to your product list.

Steps:

1. Click items and services

2. Click New to add new items or services.

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See the list of services name, account that categorises that service income and price.

Page 16: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

3. Click New

4. Click Add Your bank Accounts

1. Use this window to setup all your company bank accounts.

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Use this tab to add new items

Click here to add new services or product you offer

Page 17: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

2. Click continue to proceed.

Discard this information and click continue to finish bank accounts set up.

After you have finished setting up the people you do business with, Click start working to start your company accounting entries in QuickBooks

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Enter your bank account name

Enter your bank account number

Enter your bank account balance as at

conversion date

Enter the Date you setup your bank account

Page 18: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Your QuickBooks homepage

The QuickBooks Pro which is design for small business based outfits contain all that you need to record your daily business transactions.

VAT set up:

For business that remits VAT to relevant Tax agencies, it is important for you to track the total amount accruable to your local tax authorities for effective reporting.

The QuickBooks Pro help you record all VAT payable from sales and create a report for real time updates.

From the QuickBooks Pro home page:1. Click Manage VAT.

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Page 19: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

A Manage VAT window pops up which you will use to set-up your VAT percentage and report.2. Click Change VAT setup.

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Click here to set-up VAT rate

Page 20: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

3. Click Next to continue.

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Follow the guide to change an existing VAT rate or add a new VAT rate

Click Next to continue

See the VAT item

Page 21: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

4. Click next to continue.

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Double-click to change the VAT

rate

Enter the description of VAT items: VAT on sales, VAT on services, etc.

Page 22: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

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Click Next

See details of your VAT changes

Click finish

Page 23: Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 Download

Find Full Tutorials on Manage inventory & purchase order. Create estimates & manage invoices. Track your business expenses. Manage your cash and bank accounts. Track International sales in multiple currencies. Company’s snapshot and other reports.

ComputerAccountingBlog.blogspot.com

FREE QuickBooks Accounting Training Online, visit ComputerAccountingBlog.blogspot.com