Mindset for QuickBooks: Design QuickBooks Around Your Business

In this series, let's start at the beginning. First step: understanding what you need from QuickBooks to manage and run your business. Then starting to put the pieces together.

I’ve created an eight-part video series to walk you through the main areas of QuickBooks.

My “normal” tips are short and focused on one specific area. In this series I want you to think of the “mindset” behind what you do and why you do it.

These videos will be a little longer, as we work on both the “how-to’s” and the big picture of the “why” behind what you are doing within QuickBooks.

Let’s jump in! We’re going to set up and optimize QuickBooks for Your Business.

For the entire mindset video series delivered to you inbox visit: https://canduskampfer.com/quickbooksm...

AREAS OF QUICKBOOKS

➡️ Vendors

Vendor – Places you spend Money
Example: Office Depot, Gas Station, Supplies
Enter Bills
Pay Bills

➡️ Customers

Customers – are the people who pay you (Income, Invoices, Accounts Receivable)
Create Invoices
Create Sales Receipt

➡️ Profit & Loss Report

Go up to “Reports”
“Company & Financial”
“Profit & Loss Standard”
“Date Range”

Timestamps:

0:00 - Intro
3:53 - QuickBooks Navigation
4:37 / 6:30 - Vendor Center
5:32 / 7:11 - Customer Center
5:52 - Employee Center
6:05 - Company Center
6:16 - Banking Center
7:25 - Profit and Loss Report in QuickBooks
10:50 - Final Thoughts


Need to learn more areas of QuickBooks? Join us on our next workshop to learn how to design QuickBooks for your specific business...
➡️ https://CandusKampfer.com/workshop

Receive our QB tips straight to your inbox each week visit:
➡️ https://CandusKampfer.com/tips

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