Customize the chart of accounts: Add, modify, or delete accounts to match your business needs. You can also import a chart of accounts from a spreadsheet.
Set up lists: Add your customers, vendors, and employees. For employees, enter personal details, pay rates, and tax information.
Create items and services: Set up the products and services you sell, and consider using categories to organize them for easier reporting.
Set up sales tax: If you collect sales tax, set up sales tax items in QuickBooks Desktop
Record transactions: Use the chart of accounts to record transactions like sales, expenses, and payments.
Manage customers and vendors: Create invoices for customers and record bills from vendors. You can also track project profitability.
Run financial reports: Use QuickBooks' reporting tools to generate financial statements like the profit and loss and balance sheet. You can customize reports by date, customer, or category to analyze your business performance and prepare for taxes
Customize the chart of accounts: Add, modify, or delete accounts to match your business needs. You can also import a chart of accounts from a spreadsheet.
Set up lists: Add your customers, vendors, and employees. For employees, enter personal details, pay rates, and tax information.
Create items and services: Set up the products and services you sell, and consider using categories to organize them for easier reporting.
Set up sales tax: If you collect sales tax, set up sales tax items in QuickBooks Desktop
Record transactions: Use the chart of accounts to record transactions like sales, expenses, and payments.
Manage customers and vendors: Create invoices for customers and record bills from vendors. You can also track project profitability.
Run financial reports: Use QuickBooks' reporting tools to generate financial statements like the profit and loss and balance sheet. You can customize reports by date, customer, or category to analyze your business performance and prepare for taxes