How to Navigate Intuit QuickBooks Software in a faster way?

Posted by Pro Accountant Advisor on February 21st, 2019

In this post, we will inform about how you can you the QuickBooks software fast & efficiently. As we all know that this software is one of a famous accounting and bookkeeping tool that has been developed by Intuit Inc. QuickBooks comes with numerous advantageous features. Here we are going to let you know about some the important steps which can help you to navigate your QuickBooks software in faster way. However, if you want proper guidance for these features – you can get in touch with the QuickBooks Consulting Services.

Features of QuickBooks that Can Navigate QuickBooks in Faster Way:

Here are 9 steps which can navigate QuickBooks software in a better way:-

1. Dashboard:

After opening the QuickBooks software, it will redirect you to the Dashboard. This dashboard will provide you the complete & quick review of how the business is doing.

2. Profit & loss:

QuickBooks shows you most of the business information on the dashboard. This usually includes:-

• Amount spent
• Verify bank balance every day
• Sales Summary
• Enable you to see the overdue reports of clients

3. Create Your First Invoices:

• Click on Billings/Invoice tab and also struck blue switch for New Invoice
• Now enter the information of the product, its amount and pick the tax percent to be excluded or included.
• Now save it when you feel that it is ready.

4.  Add with the Plus Menu:

• With the Plus menu, you have a choice to add a new thing:
• You can create customer
• Add Transactions
• Include Vendors
• Creates Sales invoices and also billings.

5. Use the Search bar:

• Click on search and also find what you have actually saved earlier. You can put the cheque number or cheque day to discover the cheques too.

6. The Left navigation Bar:

• In this navigating bar, you have plenty of alternatives.
• You can check your client report under invoicing as well as the product you are offering.

7. Reports:

• Reports option is offered on the left navigation bar under the Invoices.
• This will certainly take you to the QuickBooks reports.

8. Equipment Menu:

• As the name suggests, this icon is quite helpful to the users.
• Providing beneficial details concerning the company setups and account details, it aids to handle everything.

9. Advanced Accounting tools:

• This area reveals you accounting devices like,
• Reconcile
• Budgeting
• Audit Log

I believe that this informative post would be useful for you..! In case, you want to know more on this topic or require any other information – you can contact the QuickBooks Support professionals by dialing toll-free helpline number .i.e. +1-800-880-6389.