From the course: Excel for Accountants

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Transactions in QuickBooks and Excel

Transactions in QuickBooks and Excel - Microsoft Excel Tutorial

From the course: Excel for Accountants

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Transactions in QuickBooks and Excel

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- [Instructor] Most firms don't start out using Excel for their accounting or for bookkeeping purposes. Instead, many firms, whether they use their bookkeeping through internal staff or whether it's done through external staff, many firms rely on a customized package like QuickBooks, which is specifically purpose-built for accounting and bookkeeping. I'm in the QuickBooks file right now. Now, there's a variety of versions of QuickBooks. Yours will probably look somewhat similar to this. We've got over here on the left, a variety of tasks we can do. We could, for example, create new invoices, create a record of customers. We can keep track of our expenses, our workers, create various reports, et cetera. For our purposes, I want to just start with something very basic. I want to go through and create a sales receipt. So perhaps we've sold some sort of product to a customer and they've paid us. I'm going to come up here to the + sign and click Sales Receipt. Now, once I do that, I'm…

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