Kế toán, kiểm toán - Learning quickbooks

COMPUTER ACCOUNTING WITHQUICKBOOKS 2015Donna KayLEARNING QUICKBOOKSWHY CHOOSE QUICKBOOKS?Millions of users 95% of small business accounting software salesWHAT ARE TOP 5 TIPS FOR LEARNING QUICKBOOKS?Follow instructions step-by-step (QuickBooks can be unforgiving when steps are skipped.)Focus. Details matter.If going digital, follow the instructions precisely in the Excel templates (also see Appendix D).Learn how to troubleshoot QuickBooks & correct errors (see Appendix C).Have fun!GETTING STARTEDQuickBooks software CD is on the inside front cover (or use download link)QuickBooks data files CD is on the inside back cover (or download from OLC)Follow carefully the step-by-step instructions in Chapter 1 to get started. QUICKBOOKS HELP & LIVE COMMUNITYQUICKBOOKS ISSUE RESOLUTIONSee Appendix C: QuickBooks Issue ResolutionGO DIGITAL HOMEWORKREPORTS Excel templatesQB reports exported to ExcelExcel Reports Templates at www.my-quickbooks.comPDFSave QuickBooks Documents such as invoice, checksSave QuickBooks Reports as PDFQBBSee Appendix D: Go DigitalSave QBB Backup FilesGO DIGITAL QUICKBOOKS REPORTSSelect ReportsSelect Report CategorySelect Report ViewSelect ReportSelect DateSelect RunGO DIGITAL QUICKBOOKS REPORTSPrepare the Reports Excel templateGo to my-quickbooks.com. Select the QB2015 linkDownload the Go Digital REPORTS Excel templatesOpen the Excel workbooks Select File > Save AsEnter file name: YourLastName FirstName CH# REPORTS Close the Excel workbookGO DIGITAL QUICKBOOKS REPORTSSelect ExcelSelect Create New WorksheetGO DIGITAL QUICKBOOKS REPORTSSelect Replace an existing worksheetSelect BrowseSelect SheetSelect AdvancedGO DIGITAL QUICKBOOKS REPORTSUncheck Space between columnsUncheck Include QuickBooks Export Guide worksheet with helpful adviceSelect Show report header On printed report and screenSelect OKGO DIGITAL QUICKBOOKS REPORTSSelect ExportGO DIGITAL QUICKBOOKS REPORTSSelect Do not display this message in the futureSelect YesGO DIGITAL EXCEL REPORTSSelect REPORTS sheet tabInsert x by reports completedSave the Excel workbook using filename: YourLastName FirstName CH# REPORTS.xlsGO DIGITALFor step-by-step instructions to Export QuickBooks Reports to Excel:See INSTRUCTIONS sheet in the Reports Excel template See Chapter 1See Appendix DWhat’s QuickBooks User Certification?The QuickBooks User Certification examination is an online exam proctored at authorized testing centers.What’s Covered on the QuickBooks User Certification Exam?The QuickBooks User Certification examination covers 10 domains.Your text’s Section 3 Quick Guide is mapped to the 10 domains to streamline your review.What’s My Strategy for Learning QuickBooks?Complete Chapters 1 – 12 that contain QuickBooks tutorials that are effective for initially learning the application.Complete Section 3 Quick Guide to review and supplement the tutorials.Hone your QuickBooks Issue Resolution skills (review Appendix C before starting Chapter 1).Take online practice tests at the text online learning center: www.mhhe.com/kay2015Check out your student website at my-quickbooks.com for Go Digital homework templates and updates.To Learn More See Appendix C: QuickBooks Issue ResolutionSee Appendix D: Go DigitalSee Section 3: Quick Guide Visit Your QuickBooks Student Website www.My-QuickBooks.com