| To Do This | Choose This QuickBooks Command |
| Dealing with Customers | |
| Invoice a customer | Customers→Create Invoices |
| Record a cash sale | Customers→Enter Sales Receipts |
| Issue a credit memo | Customers→Create Credit Memo/Refunds |
| Record a customer payment | Customers→Receive Payments |
| Handling Banking Activities | |
| Pay a bill with a check | Banking→Write Checks |
| Buy inventory with a check | Banking→Write Checks |
| Move money between bank accounts | Banking→Transfer Funds |
| Deposit money in a bank account | Banking→Make Deposits |
| See a bank account’s transactions | Banking→Use Register |
| Reconcile a bank account | Banking→Reconcile |
| Working with Vendors | |
| Prepare a purchase order | Vendors→Create Purchase Orders |
| Record when items are received | Vendors→Receive Items or Vendors→Receive Items and Enter Bill |
| Record an accounts payable amount | Vendors→Enter Bills or Vendors→Enter Bill for Received Items |
| Managing Employees | |
| Preparing employee payroll | Employees→Pay Employees |
| Paying tax deposits | Employees→Payroll Taxes and Liabilities→Pay Scheduled Liabilities |
| Getting Financial Information | |
| Accounts | Lists→Chart of Accounts |
| Customers | Customers→Customer Center |
| Inventory | Lists→Item List or Vendors→Inventory Activies→Inventory Center |
| Vendors | Vendors→Vendor Center |
| Employees | Employees→Employee Center |
| Profit and loss | Reports→Company & Financial→Profit & Loss Standard or one of the other profit & loss reports on Company & Financial submenu |
| Net worth | Reports→Company & Financial→Balance Sheet Standard or one of the other balance sheet reports on the Company & Financial submenu |
| Managing the QuickBooks System | |
| Setting up a new company | File→New Company |
| Resetting company information | Company→Company Information |
| Backing up data file | File→Save Copy or Back Up |
| Restoring a data file | File→Open or Restore Company |
| Customizing QuickBooks | Edit→Preferences |
| Adjusting accounting data | Company→Make Journal Entries |
