computer accounting with quickbooks 2014 donna kay learning quickbooks copyright © 2015 mcgraw-hill...
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COMPUTER ACCOUNTING WITH
QUICKBOOKS 2014
Donna Kay
LEARNING QUICKBOOKS
Copyright © 2015 McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.
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WHY CHOOSE QUICKBOOKS?
• 4 million users
• 95% of small business accounting software sales
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WHAT ARE TOP 5 TIPS FOR LEARNING QUICKBOOKS?
1. Follow instructions step-by-step (QuickBooks can be unforgiving when steps are skipped.)
2. Focus. Details matter.
3. If going digital, follow the instructions precisely in the Excel templates (also see Appendix D).
4. Learn how to troubleshoot QuickBooks & correct errors (see Appendix C).
5. Have fun!
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GETTING STARTED
1. QuickBooks software CD is on the inside front cover
2. QuickBooks data files CD is on the inside back cover.
3. Follow carefully the step-by-step instructions in Chapter 1 to get started.
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QUICKBOOKS HELP & LIVE COMMUNITY
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QUICKBOOKS ISSUE RESOLUTION
See Appendix C:
QuickBooks Issue Resolution
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GO DIGITAL HOMEWORK
Two types of QuickBooks templates available at www.My-QuickBooks.com:
1.REPORTS Excel templates QB reports exported to Excel Example: Trial Balance
2.DOCS Excel templates QB Documents Example: Invoice, Check
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GO DIGITAL QUICKBOOKS REPORTS
1. Select Reports
2. Select Report Category
3. Select Report View
4. Select Report
5. Select Date
6. Select Run
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GO DIGITAL QUICKBOOKS REPORTS
7. Prepare the Reports Excel template
Go to www.My-QuickBooks.com. Select the QB2014 link Download the Go Digital REPORTS Excel templates Open the Excel workbooks Select File > Save As Enter file name: YourFirstName LastName CH# REPORTS Close the Excel workbook
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GO DIGITAL QUICKBOOKS REPORTS
8. Select Excel
9. Select Create New Worksheet
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GO DIGITAL QUICKBOOKS REPORTS
10.Select Replace an existing worksheet
11.Select Browse
12.Select Sheet
13.Select Advanced
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GO DIGITAL QUICKBOOKS REPORTS
14.Uncheck Space between columns
15.Uncheck Include QuickBooks Export Guide worksheet with helpful advice
16.Select Show report header On printed report and screen
17.Select OK
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GO DIGITAL QUICKBOOKS REPORTS
18.Select Export
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GO DIGITAL QUICKBOOKS REPORTS
19.Select Do not display this message in the future
20.Select Yes
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GO DIGITAL EXCEL REPORTS
1. Select REPORTS sheet tab
2. Insert x by reports completed
3. Save the Excel workbook using filename: YourFirstName LastName CH# REPORTS.xls
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GO DIGITAL
For step-by-step instructions to Export QuickBooks Reports to Excel: See INSTRUCTIONS sheet in the Reports Excel
template
See Chapter 1
See Appendix D
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WHAT’S QUICKBOOKS USER CERTIFICATION?
The QuickBooks User Certification examination is an online exam proctored at authorized testing centers.
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WHAT’S COVERED ON THE QUICKBOOKS USER
CERTIFICATION EXAM?
The QuickBooks User Certification examination covers 10 domains.
Your text’s Section 3 Quick Guide is mapped to the 10 domains to streamline your review.
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WHAT’S MY STRATEGY FOR LEARNING QUICKBOOKS?
1. Complete Chapters 1 – 12 that contain QuickBooks tutorials that are effective for initially learning the application.
2. Complete Section 3 Quick Guide to review and supplement the tutorials.
3. Hone your QuickBooks Issue Resolution skills (review Appendix C before starting Chapter 1).
4. Take online practice tests at the text online learning center: www.mhhe.com/kay2014
5. Check out your student website at www.My-QuickBooks.com for Go Digital homework templates and updates.
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TO LEARN MORE … See Appendix C:
QuickBooks Issue ResolutionSee Appendix D:
Go DigitalSee Section 3:
Quick Guide Visit Your QuickBooks Student Website
www.My-QuickBooks.com