QuickBooks新手? 尝试以下五个活动

处理任何新的软件都是令人生畏的. 添加一个复杂的过程，比如会计, 像QuickBooks一样, you may feel apprehensive about your ability to learn how to use it.

But QuickBooks was designed for small business people, not for accountants or technical wizards. It uses familiar language and forms, it works like other Windows programs. 这并不意味着, 虽然, that you'll be able to just jump in and start completing your accounting tasks.

一旦你创建了公司文件, here are five steps to familiarize yourself with QuickBooks to get the software up and running in no time. Of course, if you need help creating a company file, 不要犹豫，给我打电话.

1. 打开一个示例文件.

While you're exploring QuickBooks, it's a good idea to work with a sample file. That way, you can look around and practice without risking compromising your company file. You'll be able to see how completed records and transactions should look and try your hand at entering sample data of your own.

Before you open a sample file, you'll need to close your current company. Click on File in the upper left to open that menu and then select 关闭公司. A window will open that should have your company file in its list. Below that, you'll see three boxes containing different options. 单击旁边的向下箭头 打开一个示例文件, as pictured above (this may look slightly different in your version). 选择你想打开的文件并点击它. QuickBooks将再次加载该文件打开. 查看完示例文件后，转到 档案|关闭公司 再一次。. 的 没有公司营业 窗口应该会再次出现. 点击你的公司文件名，然后继续 开放 回到你的文件.

2. 了解你的清单在哪里.

您将在列表中存储大量信息. QuickBooks maintains these automatically sometimes when you enter information in a record or transaction. 例如, when you create a record for a product or service you sell, it goes into a master list that you can access by opening the 列表 菜单在屏幕的顶部，点击 项目列表. 您还将打开 列表 menu when you want to add options to an existing type of list, like 类列表 (QuickBooks允许你分配 类 到交易，这样你就可以对相关信息进行分组，比如 新建筑 or 改造 如果你是一个承包商).

3. 尝试交易.

的re are two transactions you'll probably be using the most: invoices and sales receipts. QuickBooks comes with templates that resemble these sales forms' paper counterparts. You simply fill in the blanks by entering data and selecting options from drop-down lists. 打开 客户 菜单和选择 创建发票. 单击上面的后退箭头 找到 在左上角可以看到样品发票. 的n click the right arrow to get back to a blank form and create an invoice by clicking the down arrows in blank fields to see your sample lists.

4. 探索快照.

一旦你开始输入记录和交易, you'll want to be able to access that information in ways that provide insight into how your company is doing. 最终，您将开始在QuickBooks中运行报表, 但该软件也通过它的 快照. 的re are three of them, they all provide these overviews by using data tables and charts. 打开 公司 菜单，点击 公司快照，然后单击选项卡在两者之间移动 公司, 支付, 客户. You'll learn how QuickBooks provides real-time information about your finances.

5. 看看收入追踪器.

It's easy to see the status of your invoices (and estimates) in QuickBooks. 打开 客户 菜单和选择 收入的跟踪. Colored bars at the top of the screen show you what's outstanding and what's been paid. A list of the related transactions appears below these bars.

QuickBooks can be overwhelming when you first start to use it, but a QuickBooks professional can help you ease the transition through training. If you need assistance transferring your existing accounting information to the software or have any questions about QuickBooks software, 不要犹豫，给我打电话.

祝身体健康，祝2021年更加繁荣.

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