January 3

How To Open A Bookkeeping File In QuickBooks

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Objective: to open and sort a file in QuickBooks

  • STEP 1: Open QuickBooks

    • Click on QuickBooks shortcut or

      • Click Start > All Programs > QuickBooks > QuickBooks

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  • STEP 2: Open a File

    • Click on List or View of the Account You Want to Open.

      • Cash or Credit open registers for expenses.

      • Example: Unpaid Invoices

        • Click List next to Invoices.

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        • Click the arrow next to the box labeled Filter By.

        • Select Open Invoices.

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        • Click on a column label to sort records in ascending or descending order.

          • Click Print if you want to print the page.

          • Double click a record to view specific invoice.

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  • STEP 3: Close File

    • Click X located on open window to close the file.

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  • STEP 4: Exit QuickBooks

    • Click X located in upper right corner to exit program or

      • Click File -> Exit


Tags

accounting, bookkeeping, QuickBooks


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