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QuickBooks Pro Essential Training: Part 8 of 10
Using the home page
By Suzanne Robertson

Upon completion of the Easy Step Interview, QuickBooks watches and you're now in the program. And this is going to be the first screen that you come to.

QuickBooks gives its own tutorials and what they call Coach Tips which basically helps you work through the program. If you're a first-time user to QuickBooks and you really don't know where anything is at, where to find certain functions and features, QuickBooks provides you with some quick easy references and this workflow that kind of shows you here's kind of where you start and here's where you get to the end.

 The first thing is going to default to--it's called Coach Tips. You can see this little screen here has kind of popped up on our window and that's where it's driving us to. And it has a tutorial that can take you through certain functions and features of QuickBooks. And it has what they call Show Coach Tips, and if we click on that, notice that the box went way over here to the right.


 


 And now the screen has kind of changed a little bit and you got this whole path. It takes you through this path depending on what it is that you're trying to do at any given time in the software. So if I'm trying to Create an Invoice, I'm trying to enter a bill. Do I want to go ahead and pay that bill? Notice the number one here that is highlighted and it says Create Sales Receipts. And when I hover over it I get my hand and my little pop-up that tells me what this is. This is telling you that if you've sold something and you're Creating a Sales Receipt here's where you start and then notice the workflow takes you right over to Record a Deposit.

 Because when you have a Sales Receipt it means clients gotten their service or product and you've been paid, and now you've got the money and you're going to go ahead and deposit that money.

 If you look over here you'll see these little I's, and everywhere there's an I you get the pop-up. By clicking here it's going to take you and show you now, the workflow for that item. So I mean this is where I start with Creating an Invoice. My next step would be then to Receive a Payment. So I bill somebody with an Invoice and then later on they're going to pay me for that Invoice so I have to Receive that Payment. And then the last step to that would be Record a Deposit. So it's QuickBooks little quick reference guide if you forget the path or in the order that you're supposed to do some of these transactions. We're going to go ahead though and we're not going to go through any of that.


Click Play or press spacebar to start or stop video


So we're going to hide the Coach Tips. And by clicking on that button, that went away and it brought it back out here to the center. And now I want to get rid of the QuickBooks coach altogether so I'm going to click in the X and notice it sends it back over here. To completely get it out of sight we click on the Minimize button and it shrinks it up. So any time I want to get the Coach Tips back, if you click on the Plus sign, it expands and there they are. And I can just click on them again and I go right back into it. Like I said we're not going to use it, so we're going to hide it and then we're going to minimize it.

 This is our home page what we see here. And this gives you our workflow within QuickBooks of all the things that we may do at any given time while we're working with the software. This gives you the workflow for any given time, things that we may be doing within the program.

 If you look back to the right here on this bar, below QuickBooks coach you have account balances. And again, when you see thse Plus signs, it means there's more information contained within.

 If I click on that, it expands and you see your name and balance. Once we create our Chart of Accounts and we have balances populated into these Chart of Accounts, they would list here. And it's a quick reference, a fast check if you're wanting to look up some information.

 We're going to go ahead and left-click here to shrink that back up. Learn About Services: This is some quick shortcuts if you want more information on services that QuickBooks offers. So if you're looking at possibly adding in QuickBooks Payroll, this is a link to their website that can give you more information on the payroll options available. If you currently accept credit cards but don't have a merchant vendor, someone that can actually process your credit card transactions. Or you're wanting to look to change or you're possibly wanting to use QuickBooks online services. Then you could click here to this link and it would take you to their website and they'd give you more information on those services available.

 The same with Ordering Checks and other Recommended services that QuickBooks offers.

 Lastly is the Reminders & Alerts. These are functions in QuickBooks for general reminders and alerts of daily tasks that you may have to do, what they call system reminders. So if you have checks that you print once a week, payroll every other week, invoice batch printing so you're going to print invoices once a week. You can set yourself up a reminder in QuickBooks and it would take you through a little prompt at that time given to go ahead and use that function. We're not going to learn about this right now. We're going to learn about how to set Reminders & Alerts in a later chapter.

 As far as using the homepage on a daily basis, it's really a matter of preference. Some people like the workflow and in this format being able to see physically where it is that they're going next. Other people don't like to use it at all.

 They prefer going to the dropdown menus or the navigation bar. For our exercise we're going to go ahead and refer to the menu bar and dropdown menus and not use the homepage. It is certainly something that you on your own can bring up and use. We're going to go ahead and turn this feature off by clicking over here in the red X.

 Now, at any time if we wanted to bring it back, not a problem. We just go right to the navigation bar where it says Home.

 Notice the little pop-up that you get. Click on that, it brings it right back. So by closing the window you're not losing anything, you're not losing the capability to bring it back up.

 And we're going to go ahead and close it again. So remember it's just a matter of preference. It's how you like to move and look in the environment. Some people prefer having that type of a workflow. Other people prefer just going to the navigation bar and drop down menus.


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As both an experienced artist and an accomplished professional in finance, Suzanne Robertson possesses a unique combination of creative and analytic talents. She utilizes her 20 years of business experience and 10 years of teaching experience, along with a distinct affinity for software, to teach complex subjects in a way that is both easy to understand and applicable to the real world.

Suzanne is happily married and lives in California, where she enjoys being a mother to two beautiful children. She works as a consultant, assisting small business owners in creating and maintaining successful financial practices.


 
 
 
 
 
 
 
 
 
 
 





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