How to show the Employee List
To show the Employee List
Step 1
To show the employee list, it starts from the Vendor List window.
Step 2
After that, you need to use the mouse to open the List menu and then click the Employee List.
Step 3
After that, the Employee List window appears on your screen.
Edited By: Norasyikin Mahmud
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To add a Vendor
Step 1
If you would like to add a vendor, first, use the mouse to open the Lists menu and then click the Vendor List command.
Step 2
Next, you have to use the mouse to open the Vendor menu and then click the New command.
Step 3
Later, enter name in the vendor and enter the information requested on the Address info tab and Additional info tab. Finally, click the Ok button.
To show the Vendor List window
Step 1
To show the vendor list window, it starts with Customer Job List.
Step 2
Next, you must use the mouse to open the Lists menu and then click the Vendor List command.
Step 3
Finally, the Vendor List window appears.
To add new job
Step 1
To add new job, the first thing to do is to use the mouse to open the Lists menu and then click the Customer: Job List command.
Step 2
After that, select the customer that you want to add job. Then, click the Customer Job menu and then click the Add Job command.
Step 3
Finally, fill the info in the New Job window and then click the Ok button.
To add a new customer
Step 1
If you would like to add a new customer, first, you have to use the mouse to open the Lists menu and then click the Customer: Job List command.
Step 2
Later, click the Customer Job menu and then click the New command.
Step 3
Next, enter the customer name and complete the Address Info, Additional Info, Job Info, and Payment Info tabs. Finally, click Ok button.
To show the Customer Job List
Step 1
If you would like to show the customer: Job list, it starts from the Report Finder window.
Step 2
After that, use the mouse to open the Lists menu and then click the Customer: Job List command.
Step 3
Finally, the Customer Job List appears on your screen.
To show the Profit and Loss Report
Step 1
To show the profit and loss report, first, you need to select the type of the report and then select the report.
Step 2
After that, set the date and then click the Display button.
Step 3
Later, the Profit and Loss report appears on your screen.
To show the Report Finder window
Step 1
To show the report finder window, it starts with the Banking Navigator window.
Step 2
After that, use the mouse to open the Reports menu and then click the Report Finder command.
Step 3
Finally, the Report Finder window appears on your screen.
To reconcile a credit card account
Step 1
To reconcile a credit card account, the first thing you must do is to use the mouse to open the Banking menu and then click the Reconcile command.
Step 1
Next, in the Account to Reconcile list, select the credit card account. Compare the opening balance from the statement in the Reconcile window. After that, find the ending balance on the statement and enter the Ending Balance field. Then, correct the transaction and enter the transaction in the QuickBooks list when the transaction is missing.
Step 3
Finally, just click the Reconcile Now button
To enter credit card charges
Step 1
To enter credit card charges, first, you need to use the mouse to open the Banking menu and then click the Credit Card Charges command.
Step 2
After that, just choose the appropriate credit card in the Credit Card drop down list. Next, enter a new vendor and enter amount of the charge in the Amount field. Then, fill in the Ref No, and Memo fields as needed.
Step 3
Finally, click the Save & New button.
To transfer funds
Step 1
To transfer funds, first you have to use the mouse to open the Banking menu and then click the Transfer funds.
Step 2
After that, just enter the date and select the Transfer Funds From drag down list and select the Transfer Funds to drag down list.
Step 3
Finally, click the Save & New button.
To make the deposits payment
Step 1
To make the deposits payment, first, use the mouse to open the Banking menu and then click the Make Deposits command.
Step 2
After that, just select the payment you want to deposit and click Ok button.
Step 3
Next, just enter date and optional memo. Review your list of payments to deposit. If you are getting cash back from your deposit, enter in the cash back fields. Finally, click the Save button.
To work with Use Register
Step 1
To work with Use Register, the first thing you need to do is to use the mouse to open the Banking menu and then click the Use Register command.
Step 2
After that, just select account in the Use Register window and then click Ok button.
Step 3
Finally, you will see the transaction in the window and you can also edit the transaction.
To write checks
Step 1
To write checks, first you need to use the mouse to open the Banking menu and then click the Write Checks command.
Step 2
Next, in the Bank Account field, select the checking account and enter a new name in the Pay to the Order of field. After that, just enter amount of the check in the $ Field. Soon, complete the Address and Memo fields.
Step 3
Finally, click the Save button.
To show the Banking Navigator
Step 1
This is Employee Navigator button.
Step 2
First thing to do is to use the mouse to open the Banking menu and then click the Banking Navigator command.
Step 3
Finally, the Banking Navigator window appears on your screen.
To create a W-3 form
Step 1
To create a W-3 form, first, you must use the mouse to open the Employee menu and then click the Process W-2s command.
Step 2
Now, mark the individual employees.
Step 3
Finally, click the Print W-3 button.
To process payroll forms
Step 1
If you would like to process payroll forms, first, you need to use the mouse to open the Employees menu and then click the Process Payroll Forms command.
Step 2
Next, select the Payroll Form and then click Ok button.
Step 3
After that, select the Create form 941 for quarter ending option and then select the date. Then, follow the wizard step by step to set the form.
Step 4
Now you could see the Payrolls form appears on your screen.
