Kế toán, kiểm toán - Chapter 8: Overview

Computer Accounting withQuickBooks 2015Chapter 8Donna KayChapter 8 OverviewSet Up a New Company in QuickBooksEnter Company InformationCustomize Chart of AccountsCreate Lists: Customer, Vendor, ItemSet Up A New Company Steps to set up a new company Complete EasyStep Interview Add the People You Do Business With Add the Products and Services You Sell Add Your Bank Accounts Enter Company Information Customize Chart of Accounts ListsNew CompanySelect Create a new companySelect Detailed StartNew CompanyEnter NameAnswer EasyStep Interview questionsSelect NextAnswer remaining interview questions ..Add the People You Do Business WithSelect AddSelect Paste from Excel or enter manuallySelect ContinueAdd the People You Do Business WithEnter Customer InformationSelect Customer radio buttonEnter next customer or vendorSelect customer or vendor radio button as appropriateSelect ContinueAdd the People You Do Business WithSelect ContinueAdd the Products and Services You SellSelect AddSelect Service or Non-inventory partSelect ContinueAdd the Products and Services You SellEnter itemsSelect ContinueSelect ContinueAdd Your Bank AccountsSelect AddEnter Account informationSelect ContinueAdd Your Bank AccountsSelect No ThanksEnter ContinueSelect Start WorkingCompany InformationSelect My CompanySelect Edit iconEnter Company NameSelect OKVerify Tax FormClose My CompanyCustomizePreferencesSelect EditSelect PreferencesSelect CategorySelect Preference tab& 6. Select PreferencesSelect OKCustomizeChart Of AccountsCustomize the Chart of Accounts by: Adding accounts Editing accounts Deleting accountsFor each account include:Account numberTax-Line mappingListsLists provide supporting detail for the accounting systemLists include:Customer ListVendor ListItem ListUpdate Customer ListEnter customer information in the Customer ListAdd job information to the Customer List.Update Vendor ListEnter vendor information into the Vendor List.Update Item ListEnter information about items to be purchased and sold into Item List: Service items Inventory items Non-inventory itemsUpdate ListsDifferent ways to update lists after setup include:Use Lists menu > Add/Edit Multiple List Entries Use Customer Center > Customer List Use Vendor Center > Vendor List Use Item List > New ItemTo Learn More See Chapter 8Visit the Online Learning Centerwww.mhhe.com/kay2015Visit www.My-QuickBooks.com