Overview & Setup

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Some tutorials may require an Internet connection. New to QuickBooks? QuickBooks overview qb_overview.swf 4:14 QuickBooks nonprofit overview np_overview.swf 4:20

Learn how to set up the basics Master a few basic concepts now, and you'll spend less time managing QuickBooks and more time managing your business. Overview of QuickBooks accounts act_overview.swf 5:23 Adding and using QuickBooks accounts add_acct.swf 3:04 Overview of QuickBooks accounts for Nonprofits np_accounts.swf 5:33 Adding and using QuickBooks accounts for Nonprofits np_add_act.swf 3:07 Items (products & services you sell) item_setup.swf 5:18 Items (products & services you sell) np_items.swf 5:15 Customers customers.swf 2:21 Donors, members, and students np_setdonor.swf 4:47 Grants np_grants.swf 8:33 Vendors vendors.swf 2:25 Reports rpt_overview.swf 3:09 Controlling users' access to the company file enterprise_permissions.swf 6:16

Return to the Learning Center anytime by choosing Learning Center Tutorials in the Help menu.

Ready to dive in? Click Begin Using QuickBooks .

Connect with other QuickBooks users and experts http://qbinproduct.com/lava/QB/qbgroups to find answers and share advice

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Some tutorials may require an Internet connection. As a contractor, your entire business is job-based and your success depends on how well you manage each and every customer job. QuickBooks offers a number of tools to help you track job expenses and profitability before, during, and even after job completion.

Job costing overview con_overviewjobcost.swf 4:07 Using job costing reports con_trackjobcost.swf 4:32 Job costing set-up and data entry con_setupjobcost.swf 4:32

Recommended first steps in QuickBooks Create a job Assign revenue and expenses to jobs

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Job costing overview con_overviewjobcost.swf 4:07 Using job costing reports con_trackjobcost.swf 4:32 Job costing set-up and data entry con_setupjobcost.swf 4:32

Recommended first steps in QuickBooks Create a job Assign revenue and expenses to jobs

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Some tutorials may require an Internet connection. The quicker you can bill your customers, the quicker you can get paid. Learn how to create estimates, invoices, sales receipts and more, as well as how to customize QuickBooks to meet your needs.

Introducing the Customer Center customer_center.swf 4:18

Understanding customer transactions Prepare an estimate estimates_1.swf 4:17 Create an invoice invoicing.swf 4:57 Generate a sales receipt sales_recpts.swf 4:20 Create a statement statements.swf 4:17 Enter and deposit customer payments payments.swf 4:17

Flexibility, Power, Control Customize sales forms customize_forms.swf 4:08 Track upfront deposits and retainers retainers.swf 5:15 Time and billing time_billing.swf 4:11

Recommended first steps in QuickBooks Create your customer list Create invoices for customer sales

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Some tutorials may require an Internet connection. QuickBooks has many capabilities to help you manage fund raising and revenue. View the tutorials below to see how to match QuickBooks to the way your organization works.

Start with the basics Revenue tracking overview np_trackrevenue.swf 2:01 Overview of nonprofit reports np_reportoverview.swf 3:28 Setting up donors, members, and students np_setdonor.swf 4:47

Managing donations Entering donations np_donations.swf 5:14 Entering pledges np_pledges.swf 4:54 Managing membership dues & renewals np_memberdues.swf 4:50 Managing grants np_grants.swf 8:33

Other revenue-related tasks Customizing sales forms for your business customize_forms.swf 4:08 How to enter and deposit customer payments payments.swf 4:17 Tracking programs/activities np_trackprograms.swf 3:16

Recommended first steps in QuickBooks Create your donor list Enter donations to receive contributions

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Some tutorials may require an Internet connection. Pay your bills. Track your credit cards. Write checks. Learn how QuickBooks can help you track and manage your expenses.

Introducing the Vendor Center Vendor_center.swf 3:57

Understanding vendor expenses Write checks and enter expenses write_checks.swf 3:15 Enter bills enter_bills.swf 3:38 Pay bills pay_bills.swf 3:50

Paying taxes Track and pay sales tax sales_tax.swf 5:04

Recommended first steps in QuickBooks Create your vendor list Enter your recent bills

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Some tutorials may require an Internet connection. Manage your inventory and track your stock on hand. Learn how to run your business efficiently using the Inventory feature. Manage your inventory and track your stock on hand. Learn how to run your organization efficiently using the Inventory feature.

Inventory basics Overview inventory_overview.swf 2:05 Set up inv_setup.swf 5:23

Managing inventory Buying and selling inventory inv_buyandsell.swf 7:19 Using reports to manage inventory inv_reports.swf 2:44 Adding units of measure to items add_units_measure.swf 5:21 Using units of measure on transactions use_units_measure.swf 2:26 Sales Order Fulfillment Worksheet overview so_fulfill_worksheet.swf 4:32 Creating an invoice from the Sales Order Fulfillment Worksheet so_fulfill_invoice.swf 2:36

Recommended first steps in QuickBooks Enable the inventory feature Set up your inventory items

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Some tutorials may require an Internet connection. Learn how to pay your employees, pay payroll taxes and liabilities, and file tax forms.*

Payroll basics Payroll overview pr_overview.swf 3:05 Information needed to set up payroll Setup_n.chm::/learncenter_n/payroll_setup_checklist.html

Run payroll right Paying employees pr_payemp.swf 4:55 Paying taxes and liabilities pr_payliab.swf 4:37 Filing tax forms http://www.quickbooks.com/support/payroll/lesson/fileforms After-the-fact payroll for accountants pr_atf.swf 4:29

Recommended first step in QuickBooks Complete payroll setup

* For Payroll Subscribers (additional fees apply) Learn more... http://quickbooks.intuit.com/product/add_ons/payroll_software_and_services/

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Upgrading from QuickBooks 2005 or earlier? Watch this tutorial migration.swf 7:20 Use the Home page to start key tasks with just one click. Learn more... 19400 The Customer, Vendor, and Employee Centers consolidate your lists, contact information, and transactions on one simple screen. Learn more... 19401

What's new in QuickBooks 2007? Watch this tutorial whats_different_2007.swf 7:20 Find info easily in QuickBooks with Google Desktop™ and easily acquire new customers with Google Marketing tools. Learn more... 19402 Keep your Microsoft Outlook™ and QuickBooks contacts synchronized. Learn more... 19403 The new Donor Contribution Summary report helps you determine—at a glance—which of your donors need IRS notification letters. Learn more... 19408 Easy expense classification by learning from previous transactions. Learn more... 19405 QuickBooks ensures that your subcontractors' insurance policies are up to date. Learn more... 19409 It's now even easier to transfer billable time and expenses to your invoices. Learn more... 19406 QuickBooks now allows customer-specific price levels for services and items you place on estimates. Learn more... 19410 New and improved features and workflows for payroll subscribers. Learn more... 19407

What's new in QuickBooks Enterprise Solutions 7.0? Watch this tutorial whats_different_2007.swf 7:20 Grow your business by taking advantage of increased list capacity. Learn more... 19416 Purchase, stock, and sell the same inventory item in different units of measure. Learn more... 19417 Process and exchange your transactions with an Electronic Data Interchange (EDI) solution that is easy to set up and use with Enterprise Solutions. (Sold separately) Learn more... 19418 Create estimates using different price levels and convert easily to sales orders and invoices. Learn more... 19419 Track changes and find errors with the audit trail and closing date exception reports. Learn more... 19420 The new Donor Contribution Summary report helps you determine—at a glance—which of your donors need IRS notification letters. Learn more... 19408 QuickBooks ensures that your subcontractors' insurance policies are up to date. Learn more... 19409 It's now even easier to transfer billable time and expenses to your invoices. Learn more... 19406

We've made other improvements, too. Learn more... http://www.quickbooksgroup.com/betterbecauseofyou/index.html

Additional resources Help from QuickBooks support experts (FREE for 30 days after registration). Learn more... http://www.quickbooks.com/support Contact other QuickBooks users and experts to find answers and share advice. Learn more... http://qbinproduct.com/lava/QB/qbgroups