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QuickBooks recalculates the account balance and adjusts the ending balance for the new transaction.
After you verify the transaction is correct, click Record. In the Memo field, type a memo about the transaction if needed. In the Account field, select an account from the drop-down list or start typing the account name and press Tab when the auto-complete feature finds the account name. In the Payment field, type the amount of the check. Select the type of name to add and click OK. If the payee is not already in the list, the Name Not Found popup opens. In the Payee field, select a payee from the drop-down list or type a payee name. In the Number field, type the check number. In the Date field, type or select the check date. To record a check using the account register: Use this function if the transaction amount needs to be divided among multiple accounts (e.g., office expense and office furniture). A description or note about the transaction (e.g., purchased chairs for office). For transfers, select the bank account associated with the transaction. For deposits, select an income account. The account associated with the transaction. The payee for a check, the customer name for a deposit, or another name as needed. Deposits and transfers may not have a transaction number. The date of the deposit, payment, or transfer. To record a deposit, check, or banking transfer directly into the register, you will need to complete the following information: Each transaction requires different information, but the data entry processes are similar. Use the same steps to access the register for recording checks, deposits, and transfers directly into your bank account register. To view the register, double-click the account. From the Home page, in the Company section, click Chart of Accounts. This feature works the same in versions 2011–2016 of QuickBooks. You can enter transactions directly by using the account register or by using forms. Most balance sheet accounts listed in the chart of accounts have a register that can be accessed by double-clicking the account in the list. QuickBooks registers look like the paper bank register you use to keep track of your banking transactions.
Many transactions are entered using these intuitive forms while QuickBooks records the entry in the appropriate account registers behind the scenes.
QUICKBOOKS 2018 DESKTOP NAVIGATING VENDOR LIST WINDOWS
The forms and windows for entering transactions usually resemble the paper version of the transaction. QuickBooks uses basic forms and windows to simplify the recording of transactions without requiring any understanding of accounting concepts.
QUICKBOOKS 2018 DESKTOP NAVIGATING VENDOR LIST MAC
This course is suitable for Windows or Mac users.How to Use the Account Register in QuickBooks You can preview some videos in the pane above.
Creating invoices, entering and paying bills. Creating a company file and setting up accounts. QUICKBOOKS 2018 DESKTOP NAVIGATING VENDOR LIST PRO
Navigating the QuickBooks ® Pro 2018 interface. If you’re learning QuickBooks ® Pro, then you also need Simon Sez IT! If you are tasked with keeping track of business accounts (for your own business or for others), then you’ll need a tool like QuickBooks ® Pro. QUICKBOOKS 2018 DESKTOP NAVIGATING VENDOR LIST HOW TO
We even show you how to use the powerful, QuickBooks ® Payroll features. This course starts by covering all the basics of QuickBooks ® Pro 2018, how to get set up, how to invoice, create estimates, and reconcile bank statements.īut we don’t stop there! In this 7-hour QuickBooks ® course, we also look at dealing with inventory and items. In this QuickBooks ® Pro 2018 course, we teach you how to maximize the power of QuickBooks ® to ensure your books and accounts are run as effectively as possible. QuickBooks ® remains a powerhouse in the world of accounting software, and it’s easy to see why.
Importing Lists into a New Company File. Overview of Using the QuickBooks Pro Payroll Service. Reconciling Credit Card and Making Payments. Invoicing Customers for Products and Services. Working with Customers and Jobs – Part 2. Working with Customers and Jobs – Part 1. Customizing the QuickBooks 2018 Environment QUICKBOOKS 2018 DESKTOP NAVIGATING VENDOR LIST FREE
Free Using Easy Step Interview – Part 2. Free Using Easy Step Interview – Part 1. Power Pivot, Power Query and DAX in Excel.