Intuit For Business Starters

QUICKBOOKS FOR
BUSINESS STARTERS
2014 Genevieve Morales - Your Dedicated Virtual Assistant 1
Go to www.intuit.ph
2014 Genevieve Morales - Your Dedicated Virtual Assistant
2
Click on Start My Free Trial
3
Choose the plan for business
starters
4
Enter your NAME
5
Enter your NAME
6
Enter your Email Address
7
Enter your Password
8
Click Sign Up
9
Click on Get Started
10
Enter Company Name
11
Enter Company Address
12
Enter Contact Number
13
Attach Company Logo here
14
Click Save and Next
15
Enter Your industry
16
Enter what you sell
17
And company type
18
Select your payment options
19
Click Save and Next
20
Click Save and Next
21
22
This is your home screen
Creating and Sending an
Invoice
23
24
Click here
Select Invoice
25
Enter Customer Name
26
Click on Details to add more info
27
Fill out Customer Details
28
Click Save
29
Select Payment Terms
30
Enter Invoice Date
31
Enter Invoice Date and Due Date
32
Click to enter Product/Service
33
Select from the list
34
Or enter your own product
35
Add Details, Price/Rate & Income
Account
36
Click Save
37
Enter Quantity
38
and any applicable discount.
39
Attach a file by clicking and
dragging it here.
40
41
42
Click Save and Send
Enter Subject and Body
43
Click Save and Close
44
Quickbooks is now sending bill
to your customer.
45
Receiving a Payment
46
47
Go to Home and click here
Select Receive Payment
48
Enter Customer
49
Enter Payment Date
50
Enter Payment Method, Reference
Number and Deposit to
51
Enter Amount Received here
52
You can also attach your
supporting documents here
53
Click Save
54
You can view total payments
received for the last 365 days here
55
Tracking Expenses
56
Go to home and click here
57
Select Expenses
58
Enter Payee
59
Click Save
60
Select Source of Fund
61
Enter Reference No.
62
Enter Expense Type
63
Enter Description
64
Enter Amount
65
Add additional expenses using
the same procedure
66
Attach supporting documents here
67
Click Save
68
Scroll down the home screen
to view Expenses Summary
69
Click here for other view options
70
Scroll down some more to
view Income-Expense Graph
71
Updating and Viewing your
Customer Database
72
Click on Customers
73
To add customer, click New
Customer
74
Enter customer info
75
When done, click Save
76
The new customer is now added.
77
Click here to process payment for
the customer.
78
Enter required information then
Save.
79
Click X button to close.
80
To create invoice for a customer,
click here.
81
Updating and Viewing your
Supplier Database
82
On Home Screen, click Suppliers
83
Add new supplier by clicking here
84
Enter Supplier Info then Save
85
You can also create bill for a
supplier by clicking here
86
Enter Bill Details and click Save
87
Creating and Updating
your Employee Database
88
Click on Employees
89
Click New to Add Employee
90
Enter Employee Info then Save
91
Enter more employees using the
same procedure
92
Creating and Viewing
Reports
93
Click on Reports
94
Scroll down to view Recommended
Reports
95
These are the recommended report
formats
96
To view all report formats, click on
All Reports
97
Click on Company Snapshot
98
This is how it looks
99
100
101

Intuit For Business Starters

Diunggah oleh

Informasi Dokumen

Judul Asli

Hak Cipta

Format Tersedia

Bagikan dokumen Ini

Bagikan atau Tanam Dokumen

Opsi Berbagi

Apakah menurut Anda dokumen ini bermanfaat?

Apakah konten ini tidak pantas?

Hak Cipta:

Format Tersedia

Intuit For Business Starters

Diunggah oleh

Hak Cipta:

Format Tersedia

QUICKBOOKS FOR

Anda mungkin juga menyukai