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A Quick Tutorial on QuickBooks Help Features

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word-interfaceUAC’s Professional Bookkeeper’s Guide to QuickBooks is a tutorial-based course enabling students to master this popular accounting software.  In this article, we share a tutorial on QuickBooks Help System, taken directly from the course. 

Sometimes in QuickBooks you need help determining what forms to use or what to enter into those forms once you find them.  QuickBooks has a pretty good help system.  Some people are disappointed when they receive the QuickBooks software and realize that it didn’t come with a 1300 page user’s manual like they used to distribute in the good old days.  But to be honest with you, the help that’s available in the QuickBooks program itself is better and more complete than the assistance or help that we used to get in those 1300 page user manuals.

One thing that’s different in newer versions of the software is the position of the Help display.  If you click on Help and then select “QuickBooks Help” or press F1, help displays on the right-hand side of the screen.  To get help on something, click on this search topic and then type in a search phrase. In this example, we’re going to search for “job costing.”

Once you type in “job costing” and press enter, QuickBooks displays 15 different topics related to job costing.  You can view those different topics to see if any of them are helpful.  Let’s imagine you want “unbilled costs by job report.” You click on that link and QuickBooks tells you exactly how to get that report and what information should be on it.

The next Help feature that we want to talk about is the Learning Center Tutorials. To access these, go into Help and Learning Center Tutorials.  These are small videos that Intuit has created to help you understand how to use the program.  They’re very brief, but they provide an excellent overview.  Some of you might have your clients use them to get a general idea of how to use QuickBooks.

Let’s talk just a little bit about Support.  If you click on the support option, QuickBooks connects to the Internet and details the different support options available.  You have 30 days of free technical support when you first register your software, and that’s available immediately after you purchase it.  You can purchase support from Intuit as well.  You also might want to contact Universal Accounting Center to check on the support that we offer for QuickBooks and the Professional Guide to QuickBooks training program.

You can access QuickBooks Help in other areas of the program as well.  Our training includes complete details on how to take advantage of them all.

The Professional Bookkeeper’s Guide (PBG) to QuickBooks

If you found this tutorial useful, you’d probably like Universal’s Professional Bookkeeper’s Guide to QuickBooks program which will teach you all this and more with training targeted for all user types.  Enhance your service offerings, streamline client information, and manage your own business finances even better!  Call Universal at 1 -877-833-7909 to enroll today!

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