,Table of Contents
Introduction ............................................................................................................................................... 3
Chart of Accounts ....................................................................................................................................... 5
Customers and Vendors ........................................................................................................................... 11
Setting up items ....................................................................................................................................... 16
Purchase Forms ........................................................................................................................................ 31
Sales Forms............................................................................................................................................... 46
Bad debts.................................................................................................................................................. 67
Fixed Assets .............................................................................................................................................. 71
Handling Pre-Paid Expenses..................................................................................................................... 78
Sales tax.................................................................................................................................................... 79
Manufacturing Firm Inventory................................................................................................................. 87
Reconcile a Bank Account ........................................................................................................................ 92
Adding Users in QuickBooks and Giving Them Access ............................................................................ 96
Practice Exercise ..................................................................................................................................... 100
,Introduction
This tutorial furthers the learner’s knowledge of Intuit QuickBooks application.QuickBooks is
bookkeeping software created and marketed by Intuit and its one of the most popular accounting
and bookkeeping programs available today.
QuickBooks is a terrific program to learn, as the skills that you learn in QuickBooks can save
valuable time and money by automating, organizing and structuring the bookkeeping of your
company.
QuickBooks allows you track inventory, create invoices, create customer statements, pay your
bills, write checks as well as perform accounting and business related tasks.
Start QuickBooks
i. Click on the Start button on the Task Bar
ii. Choose All Programs from the Start menu
iii. Choose QuickBooks from the Program menu
iv. Click on QuickBooks Pro Edition from the menu
You can also use the program’s menu bar and ribbon to choose commands you will need to work
with the open company file. To use the menu bar, click an option on the menu bar, such as
, Reports. Choose an option from the drop-down list, such as Company & Financial. Some of the
options on the drop-down lists have an arrow on the right side which indicates that additional
choices are available under these options. For example, several reports are listed under the
Company & Financial option.