QuickBooks
offers helpful set-up tools to get you started right away! The EasyStep® Interview asks you simple
questions and customises QuickBooks to your business and industry. It shows you
what you need to know for your business and your situation, getting you up in
running in the shortest amount of time possible.
QuickBooks and Your Industry
provides you with important information you need to know about before you start
working in QuickBooks, like tips on ways to organise income, expenses,
customers and jobs as well as ways you can get the most out of QuickBooks. It has information specifically for the
following types of businesses:
·
Accountants
and Accounting firms
·
Advertising
and Public Relations firms
·
Architectural
firms
·
Businesses
that bill periodically or membership organisations
·
(day care
centres, health clubs, and gardening services)
·
Construction contractors
·
Consultants
·
Farms and
ranches
·
Franchise
businesses
·
Graphic
design and print shops
·
Healthcare
and medical offices
·
Insurance
agencies
·
Manufacturer's
and sales representatives (brokers, direct sellers or marketing reps,
manufacturing reps, multi-level marketing reps, sales agents)
·
Non-profit or
exempt organisations
·
Real estate
brokers
·
Restaurants
and bars
·
Retail stores
·
Service
businesses
·
User groups
and member organisations
·
Wholesale
distribution companies
·
Writers
The fastest way to get started in QuickBooks is to practice with the
QuickBooks Tutor. This interactive tutorial lets you practice
common tasks without affecting any data in your company file. You can complete
it in 15 minutes. It’s the ideal way to
get you quickly using the day to day features of QuickBooks.
The QuickBooks Tutor contains several modules that help you learn different QuickBooks skills. For best results, you should complete them in order.
Through Preferences, you can customise QuickBooks to suit the general needs of your business and your personal style of working. You can easily turn features on or off through the Preferences window. So if you change your mind later pr if your business needs change you can change the way you run your accounting application.
If you have transactions that occur often such as monthly bills or recurring invoices for clients you can save time by memorising the details of the transactions. Once you memorise a transaction, you can have QuickBooks re-enter it for you at any time. You can even have QuickBooks automatically enter the transaction at intervals you specify. If you have several memorised transactions that you always enter on the same day, you can save time if you group them together.
Example: You memorise your rent payment cheque, your vehicle
insurance payment cheque, an invoice for a monthly standing order from a
customer, and the bill from your telephone company. Each of these transactions
occurs at the end of each month. Instead of recalling each memorised transaction
separately at the end of the month, you could group them together in a group
named "End of month." Then, you could either have QuickBooks enter
the grouped transactions automatically at the end of every month, or have
QuickBooks remind you when it's time to recall the grouped transactions.
When you email an invoice, estimate, credit memo, or purchase order, your customer or vendor receives an electronic version of the form along with a cover note. Saving you the time and money of sending these through the post.
QuickBooks
eliminates unnecessary double entry of data by utilising the Quick Add technology.
The
Quick Add button appears on the
message QuickBooks displays when you enter a name, item, class, account,
customer type, vendor type, payment method, payment terms, or shipping method
that QuickBooks has no record of.
Clicking
Quick Add creates a new list entry
based on what you enter into the form you are working with. For example, if you
enter a new customer name on an invoice, clicking Quick Add adds the new
customer to the Customer:Job list and adds to the customer's record all
information you enter about the customer on the invoice form (billing address,
payment terms, etc.).
QuickBooks
QuickZoom one of the most loved
features of QuickBooks, allowing bookkeepers to quickly and easily get deeper
into business reports. The famous
magnifying glass symbol appears over a number in a report or an item in a
graph, you can double-click it to bring up more detail about that number or
item.
#3 – Better Tools
to make Financial Decisions
Decision Tools
provide information to help you manage and make decisions about your business.
QuickBooks Decision Tools help you compare alternatives, analyse your financial
position, and set policies. In any centre,
click a tool name to perform the analysis and learn how to interpret it.
Reminders
- You can have QuickBooks remind you when it’s time to pay bills, print forms
such as invoices and purchase orders, print cheques, deposit money in the bank,
enter memorised transactions, act on overdue invoices, or act on your personal
To Do notes. Each reminder you set up appears on the Reminders window. Reminders can also post messages about any
QuickBooks business services that need your attention, and important Alerts.
QuickBooks SmartTags
QuickBooks Centres collect
and group your company data for specific areas of your business. In each
centre, you can look at several sets of related data, analyse the information,
and take appropriate action on it.
In
some centres, the same sets of data are shown all the time. In other centres,
you can choose the data you want to see. You can specify a date range for each
set of data. The four centres are,
Company Centre, Customer Centre, Customer Detail Centre and Vendor Detail
Centre.
#4 - Better
solutions for My 
Business
QuickBooks
is designed to run with your specific business type.
Industry Chart of Accounts
Offering
a full suite of integrated Business applications and solutions
MicrosoftÔ
Australia and Quicken Australia have forged a global-first initiative that will
see two world leading software companies unite to bring a total technology and
business solution to small businesses. The aim of this partnership is to
eliminate the daily frustration experienced by many small businesses in
Australia and deliver a powerful solution that effortlessly integrates and
addresses all finance and business technology needs.
Occasionally,
you may need to change a report's appearance or contents in ways that are not
available within QuickBooks Pro with the ability to export a report to Microsoft Excel (Pro
only). Since the changes you make in
Excel do not affect your QuickBooks Pro data, you are free to customise a
report as needed or even change report data to run "what if"
scenarios. QuickBooks exports the
following to Excel
·
Data in the report, as it is displayed on
screen
·
Formulas for subtotals, totals, and other
calculations
·
Row labels that describe the contents of
each row
·
Headers and footers from the QuickBooks Pro
report
You
can easily send letters to customers or vendors with QuickBooks Letters, a set of prewritten, preformatted business
letters. These letters include collection letters, thank you notes, and more.
To create a letter, begin by using the QuickBooks Write Letters wizard, where
you'll specify choices for letter types, lists of recipients, and other
information. When you've made all the necessary selections, you'll leave the
wizard and begin creating your letters in Word.
If you use Microsoft Outlook (Outlook 97 through 2000, and not Outlook Express) to manage contact information, you can synchronise your contact data with QuickBooks. Synchronisation saves you from having to type names, addresses, and other contact information a second time.
Solutions for Retailers
QuickPOS
Solutions for Businesses on the road
QuickBooks Mobile
#5 - Helping my
business grow…
Our
range seamless covers the needs of Micro business up to medium sized business.
QuickBooks
2002 Small Business – Needs inventory
QuickBooks
2002 Professional – Multi User