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How to Perform Common QuickBooks Tasks

Part of the QuickBooks 2012 All-in-One For Dummies Cheat Sheet

To perform a common accounting or bookkeeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter.

To Do This Choose This QuickBooks Command
Dealing with Customers
Invoice a customer Customers→Create Invoices
Provide customer estimate Customers→Create Estimates
Records sales order Customers→Create Sales Order
Record a cash sale Customers→Enter Sales Receipts
Issue a credit memo Customers→Create Credit Memo/Refunds
Record a customer payment Customers→Receive Payments
Banking Activities
Pay a bill with a check Banking→Write Checks
Buy inventory with a check Banking→Write Checks
Move money between bank accounts Banking→Transfer Funds
Deposit money in a bank account Banking→Make Deposits
See a bank account’s transactions Banking→Use Register
Reconcile a bank account Banking→Reconcile
Working with Vendors
Prepare a purchase order Vendors→Create Purchase Orders
Record when items are received Vendors→Receive Items or Vendors→Receive Items and Enter Bill
Record an accounts payable amount Vendors→Enter Bills or Vendors→Enter Bill for Received Items
Managing Employees
Preparing employee payroll Employees→Pay Employees→Scheduled Payroll (or Unscheduled Payroll)
Paying tax deposits Employees→Payroll Taxes and Liabilities→Pay Scheduled Liabilities
Getting Financial Information
Accounts Lists→Chart of Accounts
Customers Customers→Customer Center
Inventory Lists→Item List
Vendors Vendors→Vendor Center
Employees Employees→Employee Center
Profit and loss Reports→Company & Financial→Profit & Loss Standard or one of the other profit & loss reports on Company & Financial submenu
Net worth Reports→Company & Financial→Balance Sheet Standard or one of the other balance sheet reports on the Company & Financial submenu
Managing the QuickBooks System
Setting up a new company File→New Company
Resetting company information Company→Company Information
Backing up data file File→Create Backup or Create Copy
Restoring a data file File→Open or Restore Company
Customizing QuickBooks Edit→Preferences
Adjusting accounting data Company→Make General Journal Entries
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