QuickBooks Tutorial: Want to Learn QuickBooks for Free

by James Antonio

Switching to QuickBooks is, of course, an intelligent decision to make but if you don’t know how to use it, you will never be helped.

What is QuickBooks?

QuickBooks is an accounting software solution that makes conducting bookkeeping processes easier for businesses.

Why QuickBooks tutorial is required?

Through QB tutorials, you will get to know how to use each and every feature of the software product.

QuickBooks Tutorial: Steps to Understand the Usage

Step 1: Know the Layout

Dashboard – This is the first thing you get when you enter the home page of QB. Here, you will find the Invoices, Sales, Expenses. Bank Accounts, and Profit and Loss.

Left Navigation – With multiple tabs, you will have categories and subcategories to access, which will include All Sales, Customers, Invoices, and Products and Services.

Gear Icon – By clicking this icon in the upper right corner, users can access Account and Settings, Tools, Lists, and more.

Create [+] icon – If you want to add or create something, clicking on this icon found next to the search bar can be used.

Client drop-down – For finding the clients, you can use this option.

Step 2: Configure the Settings

  1. Go to Gear menu
  2. Choose Account and Settings
  3. Click on Advanced tab
  4. Configure settings by using Close the Books and Enable Account Numbers options

Step 3: Chart of Accounts settings

  1. Click on the Gear icon
  2. Choose the Accounting tab from the left panel
  3. Setup the Chart of Accounts manually
  4. You can click on the pencil icon
  5. Assign/edit account numbers/names in batch to edit or handle the data in groups

Step 4: Connect Bank and Credit Card Accounts

You can go to Banking tab and connect the accounts easily.

Step 5: Make Transactions Recurring

Schedule transactions and they will happen automatically.

Step 6: Building Custom Reports list

  1. Go to the Reports tab
  2. Click on My Custom Reports
  3. Click Run Report
  4. Choose Customize
  5. Select Save customization
  6. From My Custom Reports lists, run the reports and export them to PDF

Step 7: Explore Accountant Toolbox

The account toolbox has Trial Balance, Reclassify Transactions and Reports tools.

Step 8: Obtain a Certificate

Once you explore the features of the software, you can go for online certification and get certified.

Go through with the Video for QuickBooks Desktop Tutorials


Is it Possible to View Multiple Windows side-by-side?

QuickBooks allows you to view windows side-by-side making it easy for you to compare as well as work with the data on both windows simultaneously.

Why and How to Review the Audit Log?

From the gear icon, you can go to the Audit Log option. This will help you track the changes and additions made to the company data. This reviewing also helps you to know who logs in to the company and when.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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