Getting Started with QuickBooks 2011

Sorted by:  

Managing Inventory in a Manufacturing Firm with QuickBooks 2011

Even with QuickBooks, tracking inventory in a manufacturing firm can be more difficult than in other types of businesses. The problem stems from a couple of tricky accounting requirements. QuickBooks solves [more…]

How to Transfer Money Between Bank Accounts in QuickBooks 2011

The Banking menu in QuickBooks 2011 supplies a useful command for transferring money between bank accounts. Just choose Banking→Transfer Funds, and QuickBooks displays the Transfer Funds Between Accounts [more…]

How to Record Register Transactions in QuickBooks 2011

The QuickBooks Register window looks like the regular paper register that you use to keep track of transactions or a bank account. QuickBooks allows you to enter transactions directly into an account register [more…]

How to Use QuickBooks 2011's Register Window Features

The QuickBooks Register window provides several buttons and boxes to enable you to more easily work with the Register window and control the way it looks. Understanding these buttons and their functions [more…]

How to Use Edit Menu Commands in QuickBooks 2011

Sometimes, in the course of your work within QuickBooks 2011, you have to make changes to your various entries. The Edit menu in QuickBooks (which appears when the Register window is open and active) provides [more…]

How to Reconcile Your Bank Account in QuickBooks 2011

It's inevitable that, at some point, the amount of money in your bank account won't exactly match the amount of money that QuickBooks says is in your bank account. But you can reconcile a bank account [more…]

How to Work with Journal Entries in QuickBooks 2011

QuickBooks 2011 makes it easy for you to record journal entries. If you've spent any time working with QuickBooks, you may know that most of the journal entries that get recorded into the QuickBooks data [more…]

How to Review Accountant and Tax Reports with QuickBooks 2011

The Accountant & Taxes menu in QuickBooks 2011 appears when you choose Reports→Accountant & Taxes. Hidden on this submenu are over a dozen QuickBooks menu commands and reports that are particularly interesting [more…]

How to Create an Accountant's Copy of Data Files in QuickBooks 2011

QuickBooks makes it easier for accountants to work with client data files. You can have the client use the Accountant's Copy feature in QuickBooks and simply e-mail or snail-mail you a copy of the QuickBooks [more…]

How to Use the Report Window in QuickBooks 2011

If you're comfortable working with Microsoft Windows, working with the QuickBooks Report window should be a snap. Along the top edge of the window, QuickBooks displays both buttons and boxes. You use these [more…]

How to Modify and Customize a Report in QuickBooks 2011

If you click the Modify Report button, QuickBooks 2011 displays the Modify Report dialog box, which you can use to customize a report. When you customize a report in QuickBooks, you change the report's [more…]

Understanding Document Retention with QuickBooks 2011

Even with QuickBooks around, bookkeepers often wonder how long they should keep old reports, copies of invoices, and other bits of accounting information. There isn't a one-size-fits-all answer to this [more…]

How to Turn on Class Tracking in QuickBooks 2011

QuickBooks 2011 lets you use classes to segregate or track financial data in ways that aren't possible by using other bits of accounting information, such as the account number, the customer, the sales [more…]

How to Use Job Estimates in QuickBooks 2011

If you've told QuickBooks 2011 that you want to create estimates — you do this during the QuickBooks setup — you can create job estimates of amounts you later invoice. To create a job estimate, choose [more…]

How to Create an Invoice from an Estimate in QuickBooks 2011

Progress billing occurs when you actually invoice, or bill, a customer for a portion of an amount that you've previously estimated. For example, take a peek at the Create Estimates window in QuickBooks [more…]

Examining Liquidity and an Investment's Payback Period

For many smaller businesses, liquidity is important. You can make only a limited number of investments. Additionally, you have a limited amount of capital — less than you like, almost always. New opportunities [more…]

How to Change User Permissions in QuickBooks 2011

After you've set someone up as a QuickBooks user, you can go back and modify the access permissions that you assigned to him. To do this, choose the Company menu's Set Up Users command to display the User [more…]

How to Set Up Simultaneous Multi-User Access in QuickBooks 2011

Sometimes, you need only a single computer and a single copy of QuickBooks even though you have several employees using it. However, QuickBooks does allow for simultaneous use of the QuickBooks data file [more…]

How to Set Up Additional Users in QuickBooks 2011

QuickBooks 2011 allows you to give access to several QuickBooks users. What's more, you can tell QuickBooks to limit certain users to do only certain things. This sounds complicated, but it's really not [more…]

How to Add Items to Your QuickBooks 2011 Item List

You can add a bunch of different types of items to the Item list in QuickBooks 2011. Remember that the QuickBooks Item list stores descriptions of anything that you stick on an invoice or purchase order [more…]

How to Set Up the Chart of Accounts List in QuickBooks 2011

QuickBooks' Chart of Accounts List is a list of accounts that you use to categorize your income, expense, assets, liabilities, and owner's equity amounts. If you want to see a particular line item of financial [more…]

Editing Tricks in QuickBooks

You can copy, delete, move or undo text in QuickBooks as you would in any word processor. Here are some shortcuts for your financial recordkeeping: [more…]

Your QuickBooks Health Check

Doing your books in QuickBooks isn’t simply about getting the job done quickly. You also want to ensure that your business information is accurate and safe. This QuickBooks checklist helps you to sleep [more…]

Important QuickBooks Deadlines

Forget birthdays, anniversaries and Christmas. Instead, punctuate your diary with a list of QuickBooks deadlines relevant to your Australian business. Here are some important ones to start out with: [more…]

Everyday Shortcuts in QuickBooks

If you can type, then using keyboard shortcuts in QuickBooks works much faster toying with a mouse. Simply press the Ctrl key on your PC, together with one of these letters or symbols, and off you go! [more…]


Sign Up for RSS Feeds

Small Business & Careers