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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
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