1. COMPUTER ACCOUNTING WITH QUICKBOOKS 2015
LEARNING QUICKBOOKS
Donna Kay

2. Why Choose QuickBooks? Millions of users
95% of small business accounting software sales

3. What are Top 5 Tips for Learning QuickBooks?
Follow instructions step-by-step (QuickBooks can be unforgiving when steps are skipped.)
Focus. Details matter.
If going digital, follow the instructions precisely in the Excel templates (also see Appendix D).
Learn how to troubleshoot QuickBooks & correct errors (see Appendix C).
Have fun!

4. Getting Started
QuickBooks software CD is on the inside front cover (or use download link)
QuickBooks data files CD is on the inside back cover (or download from OLC)
Follow carefully the step-by-step instructions in Chapter 1 to get started.

5. QuickBooks Help & Live Community

6. QuickBooks Issue Resolution
See Appendix C: QuickBooks Issue Resolution

7. Go Digital Homework REPORTS Excel templates PDF QBB
QB reports exported to Excel
Excel Reports Templates at
PDF
Save QuickBooks Documents such as invoice, checks
Save QuickBooks Reports as PDF
QBB
See Appendix D: Go Digital
Save QBB Backup Files

8. Go Digital QuickBooks REPORTS
Select Reports
Select Report Category
Select Report View
Select Report
Select Date
Select Run

9. Go Digital QuickBooks REPORTS
Prepare the Reports Excel template
Go to Select the QB2015 link
Download the Go Digital REPORTS Excel templates
Open the Excel workbooks
Select File > Save As
Enter file name: YourLastName FirstName CH# REPORTS
Close the Excel workbook

10. Go Digital QuickBooks REPORTS
Select Excel
Select Create New Worksheet

11. Go Digital QuickBooks REPORTS
Select Replace an existing worksheet
Select Browse
Select Sheet
Select Advanced

12. Go Digital QuickBooks REPORTS
Uncheck Space between columns
Uncheck Include QuickBooks Export Guide worksheet with helpful advice
Select Show report header On printed report and screen
Select OK

13. Go Digital QuickBooks REPORTS
Select Export

14. Go Digital QuickBooks REPORTS
Select Do not display this message in the future
Select Yes

15. Go Digital Excel REPORTS
Select REPORTS sheet tab
Insert x by reports completed
Save the Excel workbook using filename: YourLastName FirstName CH# REPORTS.xls

16. Go Digital
For step-by-step instructions to Export QuickBooks Reports to Excel:
See INSTRUCTIONS sheet in the Reports Excel template
See Chapter 1
See Appendix D

17. What’s QuickBooks User Certification?
The QuickBooks User Certification examination is an online exam proctored at authorized testing centers.

18. What’s Covered on the QuickBooks User Certification Exam?
The QuickBooks User Certification examination covers 10 domains. Your text’s Section 3 Quick Guide is mapped to the 10 domains to streamline your review.

19. What’s My Strategy for Learning QuickBooks?
Complete Chapters 1 – 12 that contain QuickBooks tutorials that are effective for initially learning the application.
Complete Section 3 Quick Guide to review and supplement the tutorials.
Hone your QuickBooks Issue Resolution skills (review Appendix C before starting Chapter 1).
Take online practice tests at the text online learning center:
Check out your student website at QuickBooks.com for Go Digital homework templates and updates.

20. To Learn More …
See Appendix C: QuickBooks Issue Resolution See Appendix D: Go Digital See Section 3: Quick Guide Visit Your QuickBooks Student Website