Flashcards
QuickBooks Basics
Flashcards do conjunto (30)
- 1Navigation: QBO SatNavNavigation:
QBO Sat Nav is sattelite navigation for Quick Books Online. - 2Navigation: QBO TransactionsNavigation:
QBO Transactions involve recording transactions as input into the financial system. - 3Navigation: QBO ReportsNavigation:
QBO Reports are the output of the system. - 4Navigation: DashboardNavigation:
Dashboard appears at log in and provides a digital overview which can be customized. - 5Navigation: Banking TransactionsNavigation:
Banking transactions relate to bank and credit card accounts. - 6Navigation: SalesNavigation:
Sales transactions relate to customers and money in. - 7Navigation: Cash FlowNavigation:
Cash flow provides a business with info about cash coming in and going out. - 8Navigation: Cash Flow ManagementNavigation:
Cash flow management can determine whether a business has enough cash on hand to pay bills. - 9Navigation: ExpensesNavigation:
Expenses relate to vendors and money out. - 10Navigation: ProjectsNavigation:
Projects is a feature that organizes project finances to understand profitability. - 11Navigation: PayrollNavigation:
Payroll transactions relate to payment of employee and contractor wages - money out. - 12Navigation: TimeNavigation:
Time is a feature that allows tracking of employees, owners, and contractors. - 13Navigation: ReportsNavigation:
Reports summarize the output of QB financial system. - 14Navigation: TaxesNavigation:
Taxes relate to sales and payroll taxes. - 15Navigation: MileageNavigation:
Mileage can be automatically tracked for employees. - 16Navigation: AccountingNavigation:
Accounting displays the chart of accounts. - 17Navigation: My AccountantNavigation:
My accountant connects QB to your accountant's system. - 18Tools: GearTools:
Gear is located at upper right and lists various tasks. - 19Tools: New +Tools:
New + is located in top navigation bar and lists new transactions that can be created. - 20Tools: SearchTools:
Search is located at upper right and can be used to find amounts, display names, dates, etc. - 21Tools: Help ?Tools:
Help ? is located at he upper right and can be used to open the assistant and ask a questions or talk to a human. - 22Tools: UpdateTools:
Updates happen automatically but are rolled out in cycles. You can check for updates at anytime. - 23Tools: TroubleshootingTools:
Troubleshooting: QB recommend Google Chrome. Error message: try clearing cookies and cache. - 24Tools: Company SettingsTools:
Company Settings are determined at set up, some settings can be changed later through the gear icon. - 25Tools: Chart of AccountsTools:
Chart of Accounts is automatically created at set up and can be altered through Accounting>COA. - 26Banking: Check RegisterBanking:
Check Register is a record of all transactions affecting the bank account. - 27Banking: View Check RegisterBanking:
View Check Register > Accounting > COA > check register. - 28Banking: Check Register Drill DownBanking:
Check Register Drill Down allows one to double click and entry to see source documents. - 29Banking: Recording Expenses paid immediatelyBanking:
Recording Expenses paid immediately
+New > Expense - 30Banking: Recording ChecksBanking:
Recording Checks
+New >Vendors > Check
Informações
- Descrição
- FlashCards sobre QuickBooks Basics, criado por Katina Van Cleave em 08-10-2022.
- Criado por
- Katina Van Cleave
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