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8/11/2019 Intuit for Business Starters
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QUICKBOOKS FOR
BUSINESS STARTER
2014 Genevieve Morales - Your Dedicated Virtual Assistant
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Go to www.intuit.ph
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Click on Start My Free Trial
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Choose the plan for businesstarters
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Enter your NAME
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Enter your NAME
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Enter your Email Address
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8/11/2019 Intuit for Business Starters
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Click Sign Up
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Click on Get Started
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Enter Company Name
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Enter Company Address
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Enter Contact Number
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Click Save and Next
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8/11/2019 Intuit for Business Starters
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Enter Your industry
2014 Genevieve Morales - Your Dedicated Virtual Assistant
E t h t ll
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Enter what you sell
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And company type
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Select your payment options
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Click Save and Next
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Click Save and Next
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
This is your home screen
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Creating and Sending
Invoice
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Click here
Select Invoice
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Select Invoice
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E t C t N
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Enter Customer Name
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Click on Details to add more
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Fill out Customer Details
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Fill out Customer Details
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Click Save
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Click Save
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S l t P t T
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Select Payment Terms
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E t I i D t
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Enter Invoice Date
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Invoice Date and Due D
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Enter Invoice Date and Due D
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Click to enter Product/Servic
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Click to enter Product/Servic
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Select from the list
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Select from the list
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Or enter your own product
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Or enter your own product
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Add Details Price/Rate & Inc
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Add Details, Price/Rate & IncAccount
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Click Save
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Quantity
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Enter Quantity
2014 Genevieve Morales - Your Dedicated Virtual Assistant
and any applicable discount.
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and any applicable discount.
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Attach a file by clicking and
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y gdragging it here.
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
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Enter Subject and Body
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j y
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Click Save and Close
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Quickbooks is now sending b
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gto your customer.
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Receiving a Paymen
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Go to Home and click here
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Go to Home and click here
Select Receive Payment
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y
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Enter Customer
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Payment Date
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Payment Method, ReferNumber and Deposit to
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Numberand Deposit to
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Enter Amount Received here
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You can also attach yourti d t h
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supporting documents here
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Click Save
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Click Save
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You can view total paymentsreceived for the last 365 days
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received for the last 365 days
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Tracking Expenses
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Go to home and click here
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Select Expenses
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Payee
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Click Save
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Select Source of Fund
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Reference No.
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Expense Type
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
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Enter Amount
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Add additional expenses usinthe same procedure
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the same procedure
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Attach supporting documents
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Click Save
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
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Click here for other view opti
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Scroll down some more toview Income-Expense Graph
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view Income Expense Graph
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Updating and Viewing y
Customer Database
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To add customer, click NewCustomer
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Customer
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Enter customer info
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
When done, click Save
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Click here to process paymenthe customer.
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter required information tSave.
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Click X button to close.
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Updating and Viewing y
Supplier Database
2014 Genevieve Morales - Your Dedicated Virtual Assistant
On Home Screen, click Suppl
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Add new supplier by clicking
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Supplier Info then Save
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
You can also create bill for asupplier by clicking here
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Enter Bill Details and click S
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Creating and Updatin
your Employee Databa
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Click New to Add Employee
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Enter more employees using same procedure
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Creating and Viewin
Reports
2014 Genevieve Morales - Your Dedicated Virtual Assistant
Click on Reports
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
Scroll down to view RecommReports
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
These are the recommendedformats
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2014 Genevieve Morales - Your Dedicated Virtual Assistant
To view all report formats, cAll Reports
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Click on Company Snapshot
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This is how it looks
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