What's in QuickBooks?
Here's a brief overview of what you can do in QuickBooks.
New to QuickBooks or your Mac?
Check out
Little Square for articles and videos that will get you started.
Getting paid
-
Manage customers and jobs. Keep track of your customer information and, if you have a service business, the jobs you do for them.
-
Create estimates. Give you customer an estimate for the work you will do for them or for the goods you will deliver.
-
Create sales forms. These forms are the key to getting paid. They include invoices, sales receipts, and credit memos.
When do I use which sales form?
-
Bill for your time.
You can track and then bill your customers for the time you spend working for them. (
Note: Intuit offers a free time-tracking tool,
My Time, for the Mac.)
-
Collecting sales tax. You can set up QuickBooks to help you collect sales tax and figure out what you owe your tax agencies.
- Two different ways for your customers to pay you quickly.
- Get paid faster with Intuit PaymentNetwork. When you email your customer an invoice, they can pay you online using the Intuit PaymentNetwork. It's fast, easy, and free for your customers.
-
Receiving payment. When you get the money you're owed, be sure you record it in QuickBooks.
Banking
-
Write checks.
You can write checks from QuickBooks.
-
Make deposits. Record deposits you make in QuickBooks.
-
Connect to online banking. Connect to your online banking account and download transactions you make through your account into QuickBooks.
-
Reconcile transactions. The goal of reconciling is to make sure QuickBooks and your bank or credit card statements agree about the balance of your account.
-
Your credit cards. You can use QuickBooks to track your credit cards transactions.
Running your business
-
Create reports.
Use reports to keep track of how your business is doing.
-
Track mileage. If you use vehicles for your business, you can use QuickBooks to keep records of your mileage for billing customers or your taxes.
-
Create budgets. Create a budget for your business.
-
Manage inventory. If you sell goods, you can use QuickBooks for basic inventory needs.
QuickBooks essentials
-
Accounts. You use accounts throughout QuickBooks. Find out what they are.
-
Items.
If you buy it or sell it, it's an item. That goes for services, too. Find out more.
-
Layout Designer. Customize your forms to distinguish your business.
-
Lists. You manage your business's information through lists.
-
Printing. Sometimes, you need something on paper.
-
Multiuser. You can set up QuickBooks so that more than one user can access your company file at the same time.