Tips for Making Navigation a Pie in Hosted QuickBooks - PowerPoint PPT Presentation

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Tips for Making Navigation a Pie in Hosted QuickBooks

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By using these easy tips and trick, you will be able to navigate easily in the QuickBooks and get familiar with the accounting tools – PowerPoint PPT presentation

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Title: Tips for Making Navigation a Pie in Hosted QuickBooks


1
Tips for Making Navigation a Pie in Hosted
QuickBooks
2
QuickBooks
QuickBooks is a perfect fit for small and
medium-sized business as it holds all the
features which an SME needs in order to get along
with their various accounting operations. The
best part about QB is that all its accounting
tools are very simple to learn and in order to
maintain the book, one doesnt need to have a
degree in accounting.
3
The Navigation Tips
The Dashboard
Profit and Loss
Creating your invoice
Make addition, using plus and minus
Use the search bar
4
The Dashboard
  • The first thing which you see after logging in to
    your account is the Dashboard. 
  • It gives you an overall picture of how your
    business is doing
  • You just have to click on the dashboard and all
    the information regarding your business will
    appear on the screen. 
  • With even a basic understanding of accounting,
    you can get familiar with all kinds of reports
    and data. 

5
Profit and Loss
By looking at the Profit Loss section of your
dashboard, you will be able to know the following
things-
  • Sales summary
  • How much money you spent
  • Client overdue report
  • Daily bank balance
  • Availability of the option to download your
    transactions

6
Creating your invoice
  • First of all, you will have to click on the
    Invoices tab and then choose New Invoice button
  • Then you will have to enter the detailed
    information of the client for whom you are
    creating the invoice and then click on save as
    customer.
  • Now, while creating the invoice, this particular
    customer will appear in the drop down menu and it
    will automatically fill all the details while
    creating an invoice.
  • Now, enter the product information along with tax
    percentage.  You can add more products as per
    your wish.
  • The available options in the invoices are the
    total gross, discount, type of currency. You can
    choose these options as per your wish.
  • You can also add special conditions like payment
    on delivery.
  • Finally, you will have to click on the save
    button and the invoice would be ready to send.

7
Make addition, using plus and minus
By using the plus and minus sign on your
keyboard, you can create customers, add
transactions, add vendors, and even add sales
receipt.
8
Use the search bar
The search bar is quite useful in the QuickBooks
as it helps you to easily search the previously
saved transactions, however, you can also use it
for the finding cheques through the cheque
numbers. 
9
Call us (607) 228-8661
Email us Sales_at_cloudwalks.com
Website www.cloudwalks.com
10
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