Managing your Business Finances like a Pro: Getting Started
Begin managing your finances using QuickBooks with these simple steps and quick tips.
Good Accounting Habits
- Buying/Expense: bills, checks, credit, paying employees, contractors
- Selling/Income: estimates, invoices, sales
- Credit Card Transactions
Set Up Your Budget
It is simple to set up your company’s budget in QuickBooks. The program allows you to create one budget per fiscal year for each account, customer or job, and class combination. More than one budget can be created if they are for separate categories.
How to Start: From the Company menu in QuickBooks, choose Planning and Budgeting, then Set up Budgets.
Customize your QuickBooks
How to start: From the edit menu, choose “My Preferences” for personal usage then “Company Preferences” for changes applicable to all users.
“My Preferences” changes the look, feel, and behavior of your personal usage of QuickBooks. You can customize everything from the color to the usage of spell check.
“Company Preferences” changes the look, feel and behavior of users throughout the company. You can set the default behaviors to warn you if a duplicate invoice number is being used, see cash or accrual basis regarding graphs, and much more.
Explore your options to see what is right for you and your company.
Now you are ready to go! If you need QuickBooks support you can call us at 775-348-9225.