RYS 1
Get to Know QuickBooks Better
Working Around the Home Page
Identify which area of the Home page you would go to perform the following tasks (areas include: Vendors, Customers, Employees, Company, and Banking), as well as the task icon you would choose. (Hint: You may need to utilize the “tool tips” feature.)
Task
Home Page Area
Task Icon
Enter a charge on a customer’s account
Write a check to the grocery store
Enter an invoice you have received from a vendor
Enter a service that can be included on an invoice
Look at the accounts set up for your company
Ensure the information in QuickBooks matches the bank’s information
Write a check for a bill that you have received and entered in QuickBooks
Record a customer payment to your bank account
View a running balance of bank account transactions
Bill your customer and receive payment at the same time
Receive a payment for an invoice on a customer’s account
Run a Sales Tax Liability report for a period of time
Understanding QuickBooks File Types
Match the QuickBooks file type on the left with the correct description on the right. (Either draw the lines by hand or with Word, depending on how you are submitting your work.)
Portable Company File
Used to store a copy of your data in case your main file becomes corrupted and needs to be restored
Data Source Name File
The file you use to enter day-to-day transactions
Company File
Is a convenient way to send your company information by email
Network Data File
Is a data structure that contains the information about the QuickBooks database
Transaction Log File
Contains important configuration data
Company Backup File
Helps you to recover any data entered after the last backup operation performed
QuickAnswers
Place a “QuickAnswer” in the right column either by completing the sentence or filling in the blank from the left column:
Description
QuickAnswer
The place you go to access video tutorials is called the…
Each year, Intuit produces several ______
Working Around the Home Page
Identify which area of the Home page you would go to perform the following tasks (areas include: Vendors, Customers, Employees, Company, and Banking), as well as the task icon you would choose. (Hint: You may need to utilize the “tool tips” feature.)
Task
Home Page Area
Task Icon
Enter a charge on a customer’s account
Write a check to the grocery store
Enter an invoice you have received from a vendor
Enter a service that can be included on an invoice
Look at the accounts set up for your company
Ensure the information in QuickBooks matches the bank’s information
Write a check for a bill that you have received and entered in QuickBooks
Record a customer payment to your bank account
View a running balance of bank account transactions
Bill your customer and receive payment at the same time
Receive a payment for an invoice on a customer’s account
Run a Sales Tax Liability report for a period of time
Understanding QuickBooks File Types
Match the QuickBooks file type on the left with the correct description on the right. (Either draw the lines by hand or with Word, depending on how you are submitting your work.)
Portable Company File
Used to store a copy of your data in case your main file becomes corrupted and needs to be restored
Data Source Name File
The file you use to enter day-to-day transactions
Company File
Is a convenient way to send your company information by email
Network Data File
Is a data structure that contains the information about the QuickBooks database
Transaction Log File
Contains important configuration data
Company Backup File
Helps you to recover any data entered after the last backup operation performed
QuickAnswers
Place a “QuickAnswer” in the right column either by completing the sentence or filling in the blank from the left column:
Description
QuickAnswer
The place you go to access video tutorials is called the…
Each year, Intuit produces several ______