Getting Started with QuickBooks Desktop.How To Get Started with QuickBooks Desktop - Gentle Frog Bookkeeping and Custom Training

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Getting started with quickbooks desktop.Get started with QuickBooks Desktop

 

Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. My Knowledge Base Contributions Bookmark. QuickBooks Support Form Download. Updated Aug 9, Start Here with QuickBooks Desktop. Updated Feb 1, Intuit Hosting Powered by Right Networks. Updated Mar 17, Data structure when converting your QuickBooks for Windows file to Q Updated Apr 8, Updated Oct 3, The Supplier Centre displays your suppliers and any associated transactions, such as Purchase Orders, receipts, and bills.

You can add suppliers or transactions, pay bills, view invoices, and more. Access the Supplier Centre by selecting Suppliers from the left-side menu, or by navigating to Suppliers and then Supplier Centre in the File menu. Select a cell in the spreadsheet to edit it, or paste information into the spreadsheet from Excel.

If you have an Excel file that contains your supplier information, you can import it. The Employee Centre keeps a record of all your employees, as well as related transactions such as pay and liability cheques, adjustments, and non-payroll transactions.

This is also where you can run and view payroll transactions. Access the Employee Centre by selecting Employees from the left-side menu, or by navigating to Employees and then Employee Centre in the File menu. Add a new employee by selecting New Employee… and filling out the information.

View our article for a thorough guide on setting up payroll for QuickBooks Desktop. Before you run your first payroll, download the latest payroll tax table update. QuickBooks recommends that you update your tax tables every time you pay your employees, or at least every 45 days.

When you set up an account in QuickBooks Desktop, choose a day to start tracking all of your transactions. It can be the day of setup, or a day in the past for which you have historical transaction information. The starting point you choose is called an opening balance and it summarizes all of the transactions that came before it. Enter an opening balance for:. Read our guide to entering opening balances for accounts to learn how.

QuickBooks can help you keep an accurate record of these taxes so you can easily monitor and remit them to the appropriate tax agency. Have questions about sales tax? QuickBooks automatically sets all standard and provincial sales tax codes based on the company information you entered when you created your company file, but you can adjust this later if you need to. Review our guide on how to set up sales tax in QuickBooks Desktop to configure your sales tax settings.

QuickBooks provides a variety of templates for you to use with invoices, estimates, credit memos, sales orders, and other forms. Review our article on customizing form templates to choose the method that works for you. To create a new sales receipt, select Customers from the left-side menu, then New Transactions… and then Enter Sales Receipts. In the dialogue that appears you can create a new sales receipt, customize the layout, enter shipping and payment information, and view related reports.

View our article to learn more about creating sales receipts. To create a new invoice, select Customers from the left-side menu, then New Transactions… and then Invoices. In the dialogue that appears, you can create a new invoice, customize the layout, add shipping information, and view related reports. View our article to learn more about creating invoices.

From the left-side menu, select Customers. Then select New Transactions… and then Receive Payments. A dialogue opens where you can input the payment information. View our article to learn more about recording payments. Select Suppliers from the left-side menu. To enter a new bill, select New Transactions… and then Enter Bills.

Create the bill so you can pay it later. To pay a bill, select New Transactions… and then Pay Bills. Select the bill s to pay and indicate when and how to make the payment. Click Pay Selected Bills to complete the payment.

View our article to learn more about paying bills in QuickBooks Desktop. You can set up multiple users in QuickBooks Desktop and customize their level of access.

When you first set up your company file, the only user role will be Admin, which by default has full access, and is given to whomever set up the QuickBooks Desktop account.

Click the Add User… button to create a new user role, and assign it a username and optional password. Click Next through the following screens to specify which areas of the company file the role should have access to.

If you want to change the access for only one user, duplicate the role, assign the duplicate role to that user, and edit the permissions for the duplicate role. View our article for more information on QuickBooks Desktop users and restrictions.

Backing up your company file means that if you every run into problems, you can use your backup to restore your data. You can make use of manual backups or schedule automatic backups. Learn how in our guide to backing up your company file. Keeping your version of QuickBooks Desktop up to date ensures you always have the latest features and fixes. You can get updates automatically or manually.

View our article on updating QuickBooks Desktop to the latest release. Keyboard shortcuts: now that you know your way around, speed up your navigation by learning the available keyboard shortcuts. Completely stuck? QuickBooksHelp Intuit. Tip: Review our system requirements before you start to make sure you have what you need for the best QuickBooks experience.

Set up your company file Tip: To try QuickBooks Desktop first without inputting company data, you can test drive a sample company file by selecting an option from the Open a sample file menu in the No Company Open dialogue. Add the people you do business with The first option you see is to Add the people you do business with. Add the products and services you sell In the next part of the setup process, you can Add the products and services you sell.

Navigate the home page The Home dialogue opens on your screen when you open a company file, displaying how your business tasks fit together and providing shortcuts for some of the most commonly used actions. Manage customer, suppliers, and employees QuickBooks Desktop tracks the people and companies you do business with under Centres.

The Supplier Centre The Supplier Centre displays your suppliers and any associated transactions, such as Purchase Orders, receipts, and bills. The Employee Centre The Employee Centre keeps a record of all your employees, as well as related transactions such as pay and liability cheques, adjustments, and non-payroll transactions. If your company has employees you need to pay, set up payroll.