Quickbooks Presentation

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The key takeaways are that QuickBooks can improve cash flow, create financial statements, simplify payroll, manage inventory, handle job costing, and track time and billing. It also discusses getting started with QuickBooks, using sample data files, and entering data.

The main functions of QuickBooks are that it improves cash flow, creates financial statements, simplifies payroll, manages inventory, handles job costing, and tracks time and billing.

The steps to install and set up QuickBooks are to insert the installation disk, follow the on-screen instructions, use the sample company file for practice, and enter data into QuickBooks through the chart of accounts, items, customers/jobs, vendors, classes, payroll, memorized transactions, and memorized reports.

INTRODUCING

QUICKBOOKS

A PRESENTATION BY:
AYOMIDOTUN, DAVID
What Can QuickBooks Do?

 Improves cash flow


Creates Financial
statement
Simplifies payroll
Manages inventory
Handles job costing
Tracks time and
billing(biometric)
Getting Started
 Insert the disk in your CD drive
After a short introduction, the
installation screen will appear.
Click Install Software and
follow the instructions on the
screen.
We recommend accepting the
default values.
If installation doesn't start
automatically, click the
Start button. Click Run In the
Open field, enter your CD-ROM
drive (typically D: or E:) followed
by setup.exe.
QuickBooks Pro Company Files

You can set up as many


company data files as you
want.
requirement is that each one
must have a different file name
We recommend that you use
our sample.qbw file for practice
while you experiment with
QuickBooks Pro
Start with sample Data
QuickBooks sample data include:
Chart of Accounts
 list of items
sample customers and jobs
sample vendors
 list of classes
payroll items set up to track
workers’ compensation costs and
help
with the workers’ comp report
memorized transactions
memorized reports
Starting QuickBooks
Start QuickBooks Pro.

From the File menu, choose


Open or Restore Company
or click
Open or restore an existing company
in the No Company Open window.
Select Open a company file Click Next
Select company.qbw(the .qbw extension
may not display, depending
on your computer configuration), then
click Open
Four Choices

Where you go from here depends on your


preference and what accounting
program you’re using now. Here are the
possibilities:

You’re new to QuickBooks Pro:

We suggest you use our preformatted


company.qbw file. Begin With Our
Sample and Company Data Files.
Four Choices
2

You’re using a prior version of QuickBooks


Pro:

Upgrading an Old QuickBooks Pro Company


to Version 2009.

You’re using Quicken (another product from


Intuit):

Convert a Quicken Company Data


File to QuickBooks Pro.
4.

You’ve been using QuickBooks Pro


2009 and want to set up your company
data file to match our suggestions:

Converting an Existing QuickBooks Pro


2009
Company Data File to Our Setup.
Entering Data into Company

Enter Data into QuickBooks through the


following Pane:

Chart of Account
items
customers and jobs
vendors
classes
payroll
Memorized transactions
Memorized reports
Reports
Numerous reports are available on
QuickBooks which are

Sales Reports
Purchase Reports
Balance sheet
Trial Balance
Cash Flow Analysis
Receivables and Payables
Payroll reports
Budget Analysis
Forecasting
Fixed Assets ...
THANK
YOU

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