QuickBooks is one of the most trusted accounting software for 15 years now. Accountants and businesses are definitely benefiting from this reliable software of course using it is another matter all together.
Where should you get started when using QuickBooks?
1. Start with the QuickBooks home page. An important key for learning how to use Quickbooks Pro. You can see a flow chart of accounting transactions. If you move your mouse to the accounting workflow,the new QuickBooks Coach and Tips provides information on how to go about the process for each transaction.
2. Use QuickBooks Help feature. This will guide you on how to use QuickBooks. If you leave the QuickBooks Help open, the Help contents will change depending on the accounting transaction you are recording. If QuickBooks Help cannot answer some questions, you can access the QuickBooks Community where users can ask questions real-time.
3. Accountant’s Copy File Transfer Feature. This is a QuickBooks feature which allows you to send accounting files to your accountant. The accountant receives a message from QuickBooks on data updates. The accountant can then download the data from a secure server if you give him or her the password. It is better to reveal to the accountant the password by phone or in person rather than email because someone could have unauthorized access to it. While the accountant is perusing your files, you can continue using QuickBooks for more accounting tasks.
4. QuickBooks 2008 Emails. The software allows you to send invoices to customers using email such as Outlook, Outlook Express and Windows Mail, together with the necessary documents. Sent emails are stored in the Sent folder. You can also store Outlook contacts with QuickBooks.
5. QuickBooksTime Tracker. This is a separate feature, which requires a subscription which is offered by QuickBooks. This software can track employee time and they can also send invoice for billable time. Time Tracker provides 60-day free trial period.
6. A good way to know how to use QuickBooks in your business is to experience QuickBooks first-hand by downloading the software for a free 30 day trial. After 30 days Intuit will require you to pay for the use of the online solution.
To download the free 30-day trial go to http://www.quickbooks.com. From the Home Page you will see the ‘Try it Free’ prompt. Click on it. Choose which QuickBook software you want to try- Classic or Plus Edition. The online solution has a number of features which will teach you how to use QuickBooks Pro.