How to Perform Common Tasks in QuickBooks 2008
Part of the QuickBooks 2008 All-In-One For Dummies Cheat Sheet
This chart shows you the commands to perform common accounting and bookkeeping tasks in QuickBooks. 2008 When the commands window is displayed in QuickBooks, you just fill in the boxes and press Enter.
| To Do This | Choose This Command |
|---|---|
| Dealing with Customers | * |
| Invoice a customer | Customers→Create Invoices |
| 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 |
| Paying tax deposits | 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→Save Copy or Back Up |
| Restoring a data file | File→Open or Restore Company |
| Customizing QuickBooks | Edit→Preferences |
| Adjusting accounting data | Company→Make Journal Entries |
