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#Quickbooks small business accounting pro 2013 how to
#Quickbooks small business accounting pro 2013 registration

“How to Customize Reports: Basics, Sorting & Date Ranges.

“Understanding Profit & Loss Statement: Income, Cost of Goods”.Step 12 – Review and Revise Financial Statements Step 11 – Reconcile April Bank Statement – Create Check, Intuit Education PPT, page 128 – NOTE: Make sure you document the check number used to pay the bill.However, make sure that checks are numbered correctly. QBO will accept duplicate words so pick one and stick with it for consistency. Create Check, Intuit Education PPT, page 126 (& debit charges) –NOTE: Be sure to change the check number to Debit or EFT or something else.Receive Payments, Intuit Education PPT, pages 104, 106 -NOTE: make sure you are receiving the payment to Kyra’s Bank account, not undeposited funds.Create Sales Receipt, Intuit Education PPT, page 102.Step 10 – Enter all transactions for the month of April Just go with the basics, unless you want to play with this feature. Create Invoices and Create Bills, Intuit Education PPT, (create invoices), (creating bills) – NOTE: Do not spend time on fancy invoice.“How to Enter Bills, Track Expenses, & Record What You Owe”.You should use that button to create the bill to the vendor. If you notice in the video where he is showing the PO summary screen, to the right of PO there is a button called “Create bill”. “How to Create A Purchase Order” – (NOTE: you should create the bill directly from the PO.Step 9 – Add invoices*, purchase orders (POs) and bills. Customer Center and Vendor Center, Intuit Education PPT, Pages 95 – 99 (customers), Pages 121 – 124 (vendors).“How to Add Customers and Vendors into QuickBooks”.“Journal Entries in QuickBooks Online”.Step 7 – Create journal entries for all other (non-inventory) owner contributions Products and Services, Intuit Education PPT, Pages 62 – 69.Step 6 – Set up product items and contributed inventory – Sales Tax Center, Intuit Education PPT, Pages 60 – 61.“How to Set Up Sales Tax: Settings, Sales & More”.Chart of Accounts, Intuit Education PPT, Pages 51 – 56, 59 (subaccounts).“How to Edit your Chart of Accounts in QuickBooks” –.Step 4 – Set up and edit chart of accounts (COA)

Using the information found in Appendix A, set up Kyra’s Krafts account in QBO.

It is just not required for the purposes of this project. However, if you want to read all the details, feel free. The purpose of the project is not to learn all the ins and outs of QBO but for you to get comfortable with the program. Appendix A covers all the settings that you will need to adjust for Kyra’s Krafts.

#Quickbooks small business accounting pro 2013 how to

NOTE: the important information is how to get to account and settings which can be found on page 28.

Account and Setting, Intuit Education PPT, Pages 27 – 44.

Skim over the first part of the PPT to learn about navigating QBO (the dashboard) (Pages 17- 23).

#Quickbooks small business accounting pro 2013 registration

Go to and follow the instructions for student registration for QuickBooks online. She has heard about and is interested in using the following features:ĭetails of this project can be found below.įor most of the steps below, you will have the option of viewing a short video or referring to the Intuit Education PPT, all page references given below. You are not very familiar with QBO, but you know that it will be beneficial to you in your accounting career to learn the program, since it is the most used accounting platform for small business in the United States, so you agree. You agree to help her set up her QBO business account, complete her first month of transactions, and then teach her how to do it. She knows you are going to school for your master’s degree in accounting and has asked for your help setting up and using QuickBooks Online (QBO).