QuickBooks 2019 For Dummies

A budget improves your chances of getting your business wherever you want it to go financially. It gives you a way to “plan your work and work your plan.” In fact, let's stop calling it a budget because that word has such negative connotations. Call it The Secret Plan.Before I walk you through the mechanics of outlining your Secret Plan, I want to give you a few tips.

If you have to order stuff for your business, consider using POs. Create QuickBooks POs even if you order goods by phone or by telegraph or even via the World Wide Web — that is, whenever you don’t request goods in writing. Filling out POs enables you to determine what items you have on order and when the items will arrive.

If you make a mistake in entering a sales receipt (cash sale) in QuickBooks 2019, don’t worry. Here’s a list of common problems and how to fix them: If the sales receipt is still displayed onscreen: If the sales receipt is still onscreen, you can move the cursor to the box or button that’s incorrect and then fix the mistake.

Before you can track your inventory, you need to do two things. First, you need to tell QuickBooks that you want to track inventory. To do this, choose Edit→ Preferences. When QuickBooks displays the Preferences dialog box, click the Items & Inventory icon in the list on the left. Your screen should look remarkably similar to the one shown.

To start QuickBooks 2019 in Windows 10, click the QuickBooks 2019 icon on the Windows desktop, or click the Windows Start button and then click the menu choice that leads to QuickBooks. (Choose Start --> All Apps → QuickBooks → QuickBooks Enterprise Solutions 19.0.) QuickBooks comes in several flavors. The most common flavors are QuickBooks Pro: The Pro version includes the job-costing and time-estimating features.

If you want to track credit card spending and balances with QuickBooks, you need to set up a credit card account — if you didn’t already do so in QuickBooks Setup. (By comparison, you use bank accounts to track things such as the money that flows into and out of a checking, savings, or petty-cash account.) Setting up a credit card account in QuickBooks To set up a credit card account, you follow roughly the same steps that you use to set up a bank account: 1.

You need to know how to monitor what your customers owe you and how to assess finance charges. Don’t worry, though. You can track what a customer owes in a couple of ways. Probably the simplest method is to display the Customer Center by choosing Customer → Customer Center.Next, select the customer from the Customers & Jobs list (which appears along the left edge of the window).

Okay, you don’t need to worry about the data files in which QuickBooks 2019 stores your financial information. QuickBooks does pretty much all the dirty work. That said, you do have a few housekeeping tasks to take care of. Backing up QuickBooks is (not that) hard to do The guiding rule is that you back up any time you work on something that you wouldn’t want to redo.

QuickBooks 2019 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even more smoothly if you employ a handful of QuickBooks user interface tricks, editing tricks, and keyboard shortcuts.User interface tricksHere are some techniques that you can use to navigate the QuickBooks 2019 software more quickly: To move quickly to a specific list-box entry, press the letter.

Use the QuickBooks 2019 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster. Press This PC Shortcut QuickBooks Does This Alt+S Saves a transaction Alt+N Saves a transaction and goes to a new transaction Ctrl+A Displays the Chart of Acco

In this article, we start by discussing the QuickBooks online banking and bill payment features and then cover the Intuit PaymentNetwork services, which are pretty cool tools for some businesses. We also briefly review some of the other online services that Intuit provides for QuickBooks users. The Electronic Banking Thing Before we discuss using the QuickBooks online banking and payment services, you need to consider whether these features even make sense for you and your business.

Here are some techniques that you can use to navigate the QuickBooks 2019 software more quickly: To move quickly to a specific list-box entry, press the letter. Press the s key to move to the first list entry that begins with the letter s, for example. To select a list-box entry shown within a dialog box and simultaneously choose a suggested command button for the active dialog box (probably the OK button), double-click the entry.

The accounts payable (A/P) way of paying bills involves two steps. The first is a trifle on the difficult side, and the second step is as easy as pie. First, you record your bills. You already might be familiar with using the Expenses tab and the Items tab to record bills. You need to fill out those tabs for the A/P method as well if you want to distribute a bill to accounts, customers, jobs, classes, and items.

To perform a common QuickBooks 2019 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a form, display a transaction and right-click a blank area of the form.QuickBooks displays a shortcut menu of common commands for each particular transaction, item, or window.

Debit and ATM cards, when you get right down to it, aren’t credit cards at all. Using a debit card or an ATM card is more akin to writing a check than anything else. Rather than withdrawing money by writing a check, however, you withdraw money by using a debit card.Although a debit card transaction sometimes looks (at least to your friends and the merchants you shop with) like a credit card transaction, you should treat a debit card transaction like you treat a check.

Why do you really need QuickBooks? And what does QuickBooks do that you really, truly need done? Heck, just to be truly cynical, also ask the question “Why QuickBooks?” Why not use some other accounting software program?Should you be using the desktop version of QuickBooks 2019, or do you need to get with the program and use the online version of QuickBooks?