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.

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

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!

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.

QuickBooks Help & Live Community

QuickBooks Issue Resolution See Appendix C: QuickBooks Issue Resolution

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

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

Go Digital QuickBooks REPORTS Prepare the Reports Excel template Go to www.My-QuickBooks.com. 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

Go Digital QuickBooks REPORTS Select Excel Select Create New Worksheet

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

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

Go Digital QuickBooks REPORTS Select Export

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

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

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

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

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.

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: www.mhhe.com/kay2014 Check out your student website at www.My- QuickBooks.com for Go Digital homework templates and updates.

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