How to Use QuickBooks on an Online Network
- 1). Visit the QuickBook website from any computer and log in. Make sure you have a secure password and identification since this will be storing important financial data for your business.
- 2). SIgn up for a Quickbooks plan. This will allow you to have access to the Quickbooks program. There are different types of programs available, depending on what you need. Take your time to read through all the Quickbooks options before choosing the one that best suits the needs of your business. Quickbooks offers the following services: send invoices to customers via paper or email, keep banking records, keep vendor records, and keep payroll records. Some of the less expensive Quickbooks programs offer less services.
- 3). To enter customer information, log in to your account. Click on the "Client" tab found on the top panel of the front page. Scroll down to "Add." This brings you to a page where you can add information about a customer, such as name, address, telephone number and email. Click the "Save" button at the bottom of the page to save your information. This will add your client to the client list, which is stored alphabetically. To list alphabetically by last name, you will need to input the last name first.
- 4). To create an invoice or statement for a client, click on the "Client" tab at the top of the front page. A scroll down list will appear, in which you should choice which option you want. Click, "Create Statement" or "Create Invoice." The invoice option allows you to itemize charges. At the bottom of this page, you can choose to email this statement or not. Simply check the box that states "Email to Client." You will also need to input the date and the due date, which Quickbooks automatically puts in at 15 days or 30 days, you simply need to choose which one.
- 5). Input banking information on the banking page. On the front page, the option bar at the top of the screen, for most Quickbooks programs is located on the far left of the page. There you will see "Banking" as an option. To begin, click on the "Banking" tab, and then click on "Add new account" from the scroll down menu that appears. This will walk you through the steps of adding a new account. You have the option to add multiple accounts, as well as keep a check register.
- 6). When a customer pays her bill, you must record the data on the "Clients" page. When you click on "Clients," one of the options is "Add payment." Clicking on this allows you to enter the amount of the payment, the way the payment was made (check, money order, cash or credit).
- 7). To add vendors, simply look at the top of the front page for the "Vendor" tab. Similarly to the "Client" tab, scroll down to "Add Vendor." Quickbooks will walk you through the process. The "other options" tab will allow you to "Edit" vendors as well.
- 8). To print a check, you will need to begin with going to the "banking" tab, and scrolling down until your reach, "Issue Check" or "Print Check." This brings you to a screen that looks like an enlarged check. You will need to choose a client or vendor from your list in order to have the check printed. Then, simply fill in the appropriate amounts. You can also elect to deduct the check from one of your bank accounts.
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