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Introduction to QuickBooks
QuickBooks is a software program designed to help businesses manage and report a vast amount of information, functioning like a digital administrative assistant. It stores data in two main files: one for transactions and another for permanent information, with features that allow for easy communication and data entry through electronic forms. The program generates essential financial reports to aid in business management, contributing to successful operations.
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Introduction to QuickBooks
- 1. Qbcenter.comIntroduction To QuickBooks8316Hanley RD STE 5, Tampa FL 33634TEL (813) 888-8333cpa@cpahispanoAuthor: Francisco Garcia de Quevedo, CPA
- 2. *** Introduction ***Whatis QuickBooks?QuickBooks is a program or software designed for business. The program can memorize a vast amount of information about the business. Once saved the data, the program can sort it, calculate and report it as required by the business. The best description of the program is to represent it as an Administrative Assistant or "Super Secretary".Qbcenter.com
- 3. *** Introduction***HowTheProgram WorksTheprogram is basically a digital or computer file where data is stored to be then modified, sorted and reported according to the instructions of the user.Qbcenter.com
- 4. *** Introduction***How ToComunicate With The ProgramWe communicate with the program or transmit data and information through electronic forms.Qbcenter.com
- 5. *** Introduction***The informationis stored in two basic filesFile for transactions or records.File for permanent information or lists.List ArchiveTransaction ArchiveQbcenter.com
- 6. *** Introduction***List ArchiveInthis file the program keeps the information which is used for transactions. Example, the name, address, and other information of a client which is used repeatedly in the invoices.Significant List are:Clients Data
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- 9. *** Introduction***Transactions ArchiveInthis file information or data on financial activities such as checking invoices, payments, deposits at the bank, etc.The Significant Transactions on this file are:Cash debit and credit transactions
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- 11. Sales transactions TransactionFileQbcenter.com
- 12. *** Instructions***How ToGiveInstruccions To TheProgramIt is easy to give instructions to the program. You don’t need to be a programmer, the instructions are already pre-programmed in the menus. Main MenuToolbarIconsQbcenter.com
- 13. *** Instructions***Lla maorLTheprogram instructions are in the main menu. The toolbar that is located under the main menu can be modified to include the instructions most used. The toolbar can be modified to the users benefitMainMenuToolBarQbcenter.com
- 14. *** Instructions***Sub MenusWhenyou press the main menu, a window will open with the sub menus.Qbcenter.com
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- 19. *** Data Entry***DataisenteredthroughElectronicFormsElectronicFormsWe communicate with the program to enter information or data. The program provides electronic forms similar to the physical form to facilitate the entry of data. Next we will show you the most common electronic forms.Qbcenter.com
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- 29. *** Reports***The datais sorted and calculated to create reports of financial informationFrom the data the program produces reportsFinancialStatementsStatistical and ManagerialReportsQbcenter.com
- 30. *** Reports***The reportsprovide vital and important information to manage your business. Next is a summary of available reports.Qbcenter.com
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- 41. Speaking From ExperienceTraitsFor a Successful BusinessesFlow of Prospects to convert into clients
- 42. Excellent product orservice
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- 45. Compliance with “Rulesof The Game”Quickbooks Provides The Infrastructure For A Successful BusinessQbcenter.com