How To Change Company Information In Quickbooks For Mac
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You don't need to be an accountant to know how to use QuickBooks. Learn how to manage the finances for your small business yourself with the Mac version of this powerful accounting package. Jess Stratton shows how to create a new company file and back it up on a regular basis, and then set up accounts, taxes, and inventory items. Once your accounts are established, learn how to create estimates and purchase orders, send invoices, receive payments, and print checks—all of the day-to-day tasks that keep your business running. Finally, learn to integrate with online banking, find data and run reports, and close the books with end-of-year preparations. Instructor •.
Jess Stratton is a staff author and technology consultant who specializes in productivity software and mobile tech. For over 10 years, Jess Stratton has operated her own technology consulting business, creating and maintaining databases for both enterprise and small-to-medium businesses, building websites, setting up networks, and coaching teams, employees, and individuals to harness the latest desktop and mobile technology for increased productivity. Jess is now a full-time staff author at lynda.com, in addition to being a regular and regarded presenter at Lotus Notes conferences and a contributing author for several industry print and web magazines, textbooks, podcasts, webcasts, and other popular sites, including Lifehacker.com. You can find Jess on her website at or follow her on Twitter @NerdGirlJess. By: Jess Stratton course • 24h 39m 58s • 87,239 viewers • Course Transcript - [Voiceover] My name is Jess Stratton and welcome to QuickBooks for Mac. QuickBooks is a very powerful accounting package. You don't need to be an accountant to use QuickBooks and I've actually designed this course for those that aren't accountants as I'll show you how to build your company from start to finish, explaining some general accounting procedures in the process.
I'll show you how to begin by creating a new company file and then backing it up on a regular basis. Then I'll take you through setting up your shop by adding all your financial accounts. After that, it's time to start adding products and inventory items.
When you're all set up, I'll show you everything you'll be doing in your day-to-day operations such as creating estimates and purchase orders, sending invoices to customers, receiving payments, and even printing checks. I'll show you all of these things and much, much more. We have a lot to cover so let's get started right now. Watch this course anytime, anywhere. Course Contents • Introduction Introduction • • • 1.
Navigating QuickBooks 1. Navigating QuickBooks • • • 2. Working with Company Files 2. Working with Company Files • • • • 3.
Setting Up Shop 3. Setting Up Shop • • • • • • • 4. Adding Customers 4. Adding Customers • • • • 5.
Working with Vendors 5. Working with Vendors • • • 6. Adding Employees 6. Adding Employees • • • • 7. Day-to-Day Operations 7.
Day-to-Day Operations • • • • • • • • • • • • • • • 8. Handling Special Cases 8. Handling Special Cases • • • • • • • • • • • • • 9. Online Banking 9. Online Banking • • • 10.
Sharing QuickBooks with Others 10. Sharing QuickBooks with Others • • • • • 11.
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Finding Information Quickly 11. Finding Information Quickly • • • • • 12. Reports • • • • • 13. End-of-Year Preparations 13. End-of-Year Preparations • • • 14. Customizing QuickBooks 14. Customizing QuickBooks • • • Conclusion Conclusion •.