1. COMPUTER ACCOUNTING WITH QUICKBOOKS 2014
LEARNING QUICKBOOKS
Donna Kay
Copyright © 2015 McGraw-Hill Education. All rights reserved. No reproduction or distribution without the prior written consent of McGraw-Hill Education.

2. Why Choose QuickBooks? 4 million users
95% of small business accounting software sales

3. What are Top 5 Tips for Learning QuickBooks?
Follow instructions step-by-step (QuickBooks can be unforgiving when steps are skipped.)
Focus. Details matter.
If going digital, follow the instructions precisely in the Excel templates (also see Appendix D).
Learn how to troubleshoot QuickBooks & correct errors (see Appendix C).
Have fun!

4. Getting Started QuickBooks software CD is on the inside front cover
QuickBooks data files CD is on the inside back cover.
Follow carefully the step-by-step instructions in Chapter 1 to get started.

5. QuickBooks Help & Live Community

6. QuickBooks Issue Resolution
See Appendix C: QuickBooks Issue Resolution

7. Go Digital Homework
Two types of QuickBooks templates available at
REPORTS Excel templates
QB reports exported to Excel
Example: Trial Balance
DOCS Excel templates
QB Documents
Example: Invoice, Check

8. Go Digital QuickBooks REPORTS
Select Reports
Select Report Category
Select Report View
Select Report
Select Date
Select Run

9. Go Digital QuickBooks REPORTS
Prepare the Reports Excel template
Go to 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

10. Go Digital QuickBooks REPORTS
Select Excel
Select Create New Worksheet

11. Go Digital QuickBooks REPORTS
Select Replace an existing worksheet
Select Browse
Select Sheet
Select Advanced

12. Go Digital QuickBooks REPORTS
Uncheck Space between columns
Uncheck Include QuickBooks Export Guide worksheet with helpful advice
Select Show report header On printed report and screen
Select OK

13. Go Digital QuickBooks REPORTS
Select Export

14. Go Digital QuickBooks REPORTS
Select Do not display this message in the future
Select Yes

15. Go Digital Excel REPORTS
Select REPORTS sheet tab
Insert x by reports completed
Save the Excel workbook using filename: YourFirstName LastName CH# REPORTS.xls

16. 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

17. WHAT’S QUICKBOOKS USER CERTIFICATION?
The QuickBooks User Certification examination is an online exam proctored at authorized testing centers.

18. 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.

19. WHAT’S MY STRATEGY FOR LEARNING QUICKBOOKS?
Complete Chapters 1 – 12 that contain QuickBooks tutorials that are effective for initially learning the application.
Complete Section 3 Quick Guide to review and supplement the tutorials.
Hone your QuickBooks Issue Resolution skills (review Appendix C before starting Chapter 1).
Take online practice tests at the text online learning center:
Check out your student website at QuickBooks.com for Go Digital homework templates and updates.

20. TO LEARN MORE …
See Appendix C: QuickBooks Issue Resolution See Appendix D: Go Digital See Section 3: Quick Guide Visit Your QuickBooks Student Website