we're going to show you how to use
quickbooks key features
like sending an invoice creating a bill
and managing taxes
use the clickable sections to skip to
these parts
to create an invoice from the top left
select the plus new icon
and then invoice from the drop-down add
your customer details here
and your service or product details
below
complete the template with all the
information required
and when you're ready to send click save
and send at the bottom
a preview window will appear fill in the
email subject and your message of choice
here
and click send and close your invoice
will be sent to your client
directly through quickbooks
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you can link quickbooks with your bank
to have all your transactions uploaded
to your account automatically
you can then categorize your expenses
and income to file them correctly for
your accounting
from the left hand side select banking
you'll see all the automatically added
transactions from the bank listed
to categorise a transaction click on an
uncategorized one
and then fill in the correct options
from the form that appears below
click add to categorise
if you've manually added any
transactions into quickbooks
you can match these with the bank
transactions by choosing the match
button next to these payments
you can create rules to automatically
categorize transactions that happen
regularly
in the banking tab click on rules at the
top
to add a rule click new rule here when
categorizing your expenses
quickbooks will often ask if you want to
make a rule as you go
you can review these in the rules tab
and change them
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to add an expense click on the plus new
icon
and then select expense from the drop
down
at the top fill in the payee and the
method of payment used
complete the form with the correct
details of the expense
and then save and close your expense
will now be added to the software
you'll want to add a bill if you've
received an invoice but haven't yet paid
for it
click on the plus new button on the top
left of your screen
and then select bill from the drop down
fill in the vendor's name and details
and complete the form with all the
information of the bill
click save to enter it into quickbooks
you can also schedule to pay the bill
through quickbooks
by clicking here to pay a bill
click on the plus new button and then
select pay bills
all your unpaid bills will be listed
below you can pay all
of these at once by clicking the check
mark at the top of the list to select
all
alternatively just select the ones you
want to pay
you can choose to pay bills through
quickbooks or just process that they've
been paid
to pay the bills select schedule
payments online
and you'll be taken to the quickbooks
pay platform click on the drop down
arrow next to
schedule payments online and click save
to process into quickbooks
to manage payroll in employees go to the
payroll tab
you'll find the employees contractors
and workers compensation sections here
here you can find all your employee and
contractor details listed
you can add new people by clicking add
an employee
you can add contractor details the same
way
click on workers comp to get a quote for
insurance
you can produce instant reports at any
time using quickbooks
go to the reports tab on the left hand
side and you'll find a list of many
different reports you can run
to create a profit and loss report click
here
at the top you can change the period it
runs for and also
add a comparison column under compare
another period
click save customization to apply the
changes
and produce a new report to create a
balance sheet
go back to the reports list and click
balance sheet
choose any other report you'd like from
the reports page
from the left hand side select the taxes
tab
to manage your taxes click to get
started
confirm your information and continue to
the sales tax center
select how often you file taxes and
click save
your sales tax due will be shown here
click here to change the period and view
previous tax returns
click on a report and click pay to
process if a return has been paid
you can run a sales tax report by
clicking here
you can see what tax you've already paid
by clicking on history here
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