ch2
TRANSCRIPT
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QuickBooks Software Editions: QuickBooks Pro QuickBooks Premier QuickBooks Accountant QuickBooks Enterprise Solutions
Customize QuickBooks Editions
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Edit menu > Preferences
Customize QuickBooks Preferences
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Chart of Accounts: Lists accounts and account numbers Automatically created by QuickBooks
Customize Chart of Accounts
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Account Categories
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Account Categories
Non-posting Accounts: Purchase Orders Estimates
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Lists provide supporting detail: Customer List Vendor List Employee List Item List Payroll Item List Class List
QuickBooks Lists
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Customize Chart of Accounts
Add accounts Update accounts
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Customize Chart of Accounts
Edit accounts Delete accounts Print account listing
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Go PaperlessChart of Accounts
Select Account > Re-sort List Select Reports > Account Listing
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Go PaperlessChart of Accounts
Select Excel > Update Existing Worksheet
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Go PaperlessChart of Accounts
Select Replace existing workbook
Browse for YourFirstName LastName CH2 REPORTS Excel file
Select Sheet
Select Advanced
Uncheck Spaces between columns
Uncheck QuickBooks Export Guide worksheet with helpful advice.
Select Export.
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Customize QuickBooks Calendar