Monday, April 16, 2012

How to Use Quickbooks Simple Start

  • Instead of spending business profits blindly, you should consider organizing them with QuickBooks Simple Start. Create a company profile to track the amount of money that’s coming into and going out of your business. You’ll know your current financial status without having to guess.


  1. Downloading and Installation

    • 1         Visit the Quick Books homepage to gain access to QuickBooks Simple Start. Once the page has completely loaded for you, click the “Products and Services” tab located at the top of the page. You’ll be instantly directed to a page containing details about the Quick Books Simple Start application. There will be a comparison chart to inform you about the features and benefits of the program. A few examples include creating invoices, tracking sales or expenses, and organizing your customers’ data information.
    • 2         Click the “Free Edition” link located in the center of the page to use Quick Books Simple Start free of charge. On the next page, select the blue “Download” button to begin the download process to your current computer system. You’ll be prompted to enter your valid email address into the webpage. After you’ve typed this information, press the blue “Start Download” button. A pop-up window will appear for you to save Quick Books Simple Start to your computer. Click the “Save File” button and wait for the application to be downloaded
    • 3         Open the downloaded Quick Books Simple Start file on your computer system. During the initial setup process, Quick Books Simple Start will connect to the Intuit servers to download all templates and other necessary files to make it run successfully. Click the “Next” button to move through the setup process. Once this setup has been completed, Quick Books Simple Start will close the pop-up window.

    Working with QuickBooks Simple Start

    • 4         Launch the Quick Books Simple Start program by double clicking onto it from your computer desktop. Watch a tutorial to familiarize yourself with the program by selecting the “Overview Tutorial” icon. If you’d like to practice a little with Quick Books Simple Start, choose the “Explore Quick Books” icon. It will allow you to use a sample company for your practice sessions. Select the “Create a New Company File” if you’d rather jump right into using Quick Books Simple Start.
    • 5          Enter new information about your company into Quick Books SimpleStart. Click the “Create a New Company File” to begin. A pop-up window called “Setup Interview” will appear for you to navigate through. Select the “Next” button to move forward. Type detailed information about your company such as its name, address, phone number, email address, and website. Answer the question about how your company is organized. For example, it can be a sole proprietorship with one owner, a partnership, or a corporation with one or more shareholders. If you’re uncertain about this step, click the “Other/None” option to continue setting up.
    • 6         Answer financial questions about your company such as how customers pay you for services or products. You’ll even have the opportunity to inform Quick Books Simple Start about charging sales taxes. Once you’ve answered all of the necessary questions, your new company profile will be created. A special folder named “Company Files” will be created by Quick Books Simple Start on your computer system to store information.
    • 7       Press the “Home” icon located at the top of the Quick Books Simple Start application. Begin adding customers to your new company profile by clicking the “Customers” icon next to “Your Business.” From the drop-down window, choose the “New” option. Enter the customer’s name, opening balance, address, phone number, and other important customer data. Once you’ve completed this, click the “OK” button to the right of the window. Repeat this process for each new customer.
    • 8       Add expenses for your company by selecting the “Vendors” icon and then “New” from the drop-down list. Fill in the details about the vendor such as name, address, phone number, and other information. When you’ve finished, click the “OK” button. Set up your bank account by choosing the “Bank Accounts” icon on this page. You’ll be immediately prompted to enter the name, balance, routing number, and account number for your bank.
    • 9      Send invoices to customers. This can be quickly done by clicking the “Invoices” icon on the page. It will open up a blank invoice for you to fill in the details. Choose a customer from the drop-down list and their information will appear in the “Bill To” section of the invoice. Enter the item, description, quantity, and price by typing into the blank fields. When you’ve finished, just select either the “Print Later” or “E-mail Later” box. Press the “Save and Close” button to finish working with the invoice. Pay your monthly or weekly expenses by pressing the “Record Expenses” icon. It will allow 

1 comment:

  1. Actually i don't know about Quick-books, could you let me know about it Invoice Template