QuickBooks a Guide For Beginners
- First, you need to find an accountant ( QuickBooks Proadviser), it’s the main purpose is to secure your finances with a trusted financial professional and you can provide your phone contact email to get with an accountant, Get Started With QuickBooks a Guide For Beginners so that it helps with your business needs conventions for tracking expenses, business structure, and regulators.
- Go through OBâS basic âreviewsâ by simply âgetting startedâ with OBâS and new OBâS manages bills, send/receive invoices, manage refunds/money map the flow of these funds from âgetting aroundâ chart.
- Then maintain your security/privacy, before starting securing confidential data, you need to go to âyour accountâ section and click to change the password. Set a more complex/unique password and change it quarterly.
Steps To Get Start With QuickBooks
- Edit company details.
- Go to the âcompanyâ option and select the preferences link that edits your financial business information on the preliminary conversations. It includes reporting forms, tax ID number,s, and business structure.
- Then from the âcustomerâ tab, you need to edit âcustomer informationâ such as name, email, address, phone contact, payment method. And determine the payment mode, like paying with cash, check or credit card then select the payment option.
- Then âEDIT BASIC EMPLOYEES AND VENDOR INFORMATIONâ from âvendorâ and employeesâ option, Get Started With QuickBooks a Guide For Beginners edit the details and confirm each entry by generating a report from âreportâ option.
- Now âTRACK EXPENSE/MONEYâ from âBankingâ option, makes truck over the money and make the costs of your business incurs, then review expense labels and confirm them with an accountant helpline contact .
- Then âREPORT OVER PROFIT/LOSSâ from reporting tools, mainly adds up what you made in a period and subtracts the costs you incurred from the entered date helps to pay taxes.
- Now âADD BASIC FEATURESâ it helps explores your cash flow statements, auto reconciles your bank.
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Source: 99accounting