Intuit for Business Starters

8/11/2019 Intuit for Business Starters

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QUICKBOOKS FOR

BUSINESS STARTER

2014 Genevieve Morales - Your Dedicated Virtual Assistant


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Go to www.intuit.ph



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Click on Start My Free Trial



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Choose the plan for businesstarters



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Enter your NAME



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Enter your NAME



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Enter your Email Address



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Click Sign Up



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Click on Get Started



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Enter Company Name



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Enter Company Address



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Enter Contact Number



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Click Save and Next



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Enter Your industry


E t h t ll


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Enter what you sell



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And company type



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Select your payment options



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Click Save and Next



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Click Save and Next



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This is your home screen


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Creating and Sending

Invoice



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Click here

Select Invoice


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Select Invoice


E t C t N


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Enter Customer Name



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Click on Details to add more


Fill out Customer Details


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Fill out Customer Details


Click Save


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Click Save


S l t P t T


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Select Payment Terms


E t I i D t


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Enter Invoice Date


Enter Invoice Date and Due D


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Enter Invoice Date and Due D


Click to enter Product/Servic


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Click to enter Product/Servic


Select from the list


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Select from the list


Or enter your own product


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Or enter your own product


Add Details Price/Rate & Inc


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Add Details, Price/Rate & IncAccount



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Click Save


Enter Quantity


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Enter Quantity


and any applicable discount.


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and any applicable discount.


Attach a file by clicking and


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y gdragging it here.



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Enter Subject and Body


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j y


Click Save and Close


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Quickbooks is now sending b


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gto your customer.



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Receiving a Paymen


Go to Home and click here


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Go to Home and click here

Select Receive Payment


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y


Enter Customer


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Enter Payment Date


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Enter Payment Method, ReferNumber and Deposit to


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Numberand Deposit to


Enter Amount Received here


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You can also attach yourti d t h


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supporting documents here


Click Save


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Click Save


You can view total paymentsreceived for the last 365 days


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received for the last 365 days



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Tracking Expenses


Go to home and click here


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Select Expenses


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Enter Payee


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Click Save


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Select Source of Fund


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Enter Reference No.


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Enter Expense Type


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Enter Amount


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Add additional expenses usinthe same procedure


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the same procedure


Attach supporting documents


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Click Save


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Click here for other view opti


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Scroll down some more toview Income-Expense Graph


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view Income Expense Graph



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Updating and Viewing y

Customer Database



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To add customer, click NewCustomer


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Customer


Enter customer info


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When done, click Save


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Click here to process paymenthe customer.


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Enter required information tSave.


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Click X button to close.


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Updating and Viewing y

Supplier Database


On Home Screen, click Suppl


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Add new supplier by clicking


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Enter Supplier Info then Save


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You can also create bill for asupplier by clicking here


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Enter Bill Details and click S


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Creating and Updatin

your Employee Databa



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Click New to Add Employee


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Enter more employees using same procedure


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Creating and Viewin

Reports


Click on Reports


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Scroll down to view RecommReports


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These are the recommendedformats


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To view all report formats, cAll Reports


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Click on Company Snapshot


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This is how it looks


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Intuit for Business Starters

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Transcript of Intuit for Business Starters