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  • we're going to show you how to use QuickBooks Key features like sending an invoice, creating a bill on managing taxes.

    我們將向您展示如何使用QuickBooks關鍵功能,如發送發票、創建賬單管理稅收。

  • Use the clickable sections to skip to these parts to create an invoice from the top left.

    使用可點擊的部分跳轉到這些部分,從左上方創建發票。

  • Select the plus new icon and then invoice from the drop down.

    選擇加新圖標,然後從下拉菜單中選擇發票。

  • Add your customer details here and your service or product details below.

    在這裡添加您的客戶詳細信息,以及您的服務或產品詳細信息。

  • Complete the template with all the information required on When you're ready to send click save and send it the bottom.

    在模板上完成所有需要的資訊 當你準備好發送時,點擊保存,並將其發送到底部。

  • A preview window will appear.

    將出現一個預覽窗口。

  • Fill in the email subject and your message of choice here and click.

    在這裡填寫郵件主題和您選擇的資訊,然後點擊。

  • Send and close.

    發送並關閉。

  • Your invoice will be sent to your client directly through QuickBooks.

    您的發票將通過QuickBooks直接發送給您的客戶。

  • You can link QuickBooks with your bank to have all your transactions uploaded to your account automatically.

    您可以將QuickBooks與銀行連接起來,讓您的所有交易自動上傳到您的賬戶。

  • You can then categorize your expenses and income to file them correctly for your accounting.

    然後,你可以將你的支出和收入進行分類,以正確的方式進行會計申報。

  • From the left hand side, select banking.

    從左手邊選擇銀行業務。

  • You'll see ALS.

    你會看到ALS。

  • The automatically added transactions from the bank listed.

    列舉的銀行自動添加的交易。

  • To categorize the transaction, click on an uncapped ago rised one and then fill in the correct options from the form that appears below click.

    要對交易進行分類,點擊一個未工資上限的前升,然後從下面出現的表格中點擊填寫正確的選項。

  • Add two categories.

    增加兩個類別:

  • If you've manually added any transactions into QuickBooks.

    如果你在QuickBooks中手動添加了任何交易。

  • You can match these with the bank transactions by choosing the match button.

    您可以通過選擇匹配按鈕將這些與銀行交易進行匹配。

  • Next to these payments, you can create rules to automatically categorized transactions that happen regularly in the banking tab.

    在這些付款旁邊,你可以創建規則,自動對銀行選項卡中經常發生的交易進行分類。

  • Click on rules at the top.

    點擊頂部的規則。

  • To add a rule, click new rule here.

    要添加規則,請點擊這裡的新規則。

  • When categorizing your expenses, QuickBooks will often ask.

    在對費用進行分類時,QuickBooks經常會問。

  • If you want to make a rule is you go.

    如果你想制定一個規則是你去。

  • You can review these in the rules tab and change them to add an expense click on the plus new icon on then select expense from the drop down at the top.

    您可以在規則選項卡中查看這些規則,並更改它們以添加費用,點擊加新圖標,然後從頂部的下拉菜單中選擇費用。

  • Fill in the pay and the method of payment used.

    填寫支付和使用的支付方式。

  • Complete the form with the correct details of the expense on, then save and close.

    在表格上填寫正確的費用明細,然後保存並關閉。

  • Your expense will now be added to the software.

    您的費用現在將被添加到軟件中。

  • You'll want to add a bill If you've received an invoice but haven't yet paid for it.

    如果你已經收到了發票,但還沒有付款,你會想要添加一個賬單。

  • Click on the plus new button on the top left of your screen and then select bill from the drop down.

    點擊螢幕左上方的加新按鈕,然後從下拉菜單中選擇賬單。

  • Fill in the vendor's name and details and complete the form with all the information of the bill.

    填寫供應商的名稱和詳細信息,並將賬單的所有資訊填入表格。

  • Click Save to enter it into QuickBooks.

    單擊 "保存 "將其輸入QuickBooks。

  • You can also scheduled to pay the bill through QuickBooks by clicking here to pay a bill, click on the plus new button and then select pay bills.

    你也可以通過QuickBooks安排支付賬單,點擊這裡支付賬單,點擊加新按鈕,然後選擇支付賬單。

  • All your unpaid bills will be listed below.

    所有未支付的賬單將在下面列出。

  • You can pay all of these at once by clicking the check market the top of the list to select all.

    你可以一次性支付所有這些,點擊列表頂部的檢查市場選擇所有。

  • Alternatively, just select the ones you want to pay.

    另外,只要選擇你想支付的。

  • You can choose to pay bills through QuickBooks or just process that they've been paid to pay the bills.

    您可以選擇通過QuickBooks支付賬單,或者只是處理他們已經支付的賬單。

  • Select schedule payments online on you'll be taken to the QuickBooks pay platform.

    選擇在線計劃支付,你會被帶到QuickBooks支付平臺。

  • Click on the Drop down arrow next to schedule payments online and click Save to Process into QuickBooks to manage payroll and employees go to the payroll tab.

    點擊在線安排付款旁邊的下拉箭頭,然後點擊保存處理到QuickBooks中管理工資,員工進入工資標籤。

  • You'll find the employees, contractors and workers compensation sections here.

    您可以在這裡找到僱員、承包商和工人賠償部分。

  • Hey, you confined all your employee and contractor details listed.

    嘿,你把所有員工和承包商的詳細資料都列出來了。

  • You can add new people by clicking.

    您可以通過點擊添加新的人。

  • Add an employee.

    增加一名員工。

  • You can add contractor details the same way.

    你可以用同樣的方法添加承包商的詳細信息。

  • Click on workers comp To get a quote for insurance, you can produce instant reports at any time.

    點擊工傷保險 要獲得保險報價,可以隨時生成即時報告。

  • Using QuickBooks.

    使用QuickBooks。

  • Go to the reports tab on the left hand side and you'll find a list of many different reports.

    進入左手邊的報告標籤,你會發現有很多不同的報告列表。

  • You can run to create a profit and loss report.

    你可以運行創建一個損益報告。

  • Click here at the top.

    嶵,頂此。

  • You can change the period it runs for, and also add a comparison column under Compare another period.

    你可以改變它的運行週期,也可以在比較另一個週期下增加一個比較列。

  • Click Save customization to apply the changes and produce a new report.

    單擊 "保存自定義 "以應用更改並生成新的報告。

  • To create a balance sheet, go back to the reports vist and click balance sheet.

    要創建一個資產負債表,請回到報表列表中,點擊資產負債表。

  • Choose any other report you'd like from the reports page.

    從報告頁面選擇任何其他你想要的報告。

  • Yeah, from the left hand side, select the taxes tab to manage your taxes.

    是的,從左手邊,選擇 "稅金 "選項卡來管理你的稅金。

  • Click to get started.

    點擊開始。

  • Confirm your information on Continue to the Sales Tax center.

    確認您的資訊後繼續進入營業稅中心。

  • Select how often you file taxes and click Save your sales tax due will be shown here.

    選擇你報稅的頻率,然後點擊保存,你的應繳銷售稅將在這裡顯示。

  • Click here to change the period on view previous tax returns click on a report and click Pay to Process of Return has been paid.

    點擊這裡更改期間,在查看以前的納稅申報表上點擊報告,然後點擊支付處理申報表已經支付。

  • You can run a sales tax report by clicking here.

    您可以點擊這裡運行銷售稅報告。

  • You can see what tax you've already paid by clicking on history.

    你可以通過點擊歷史記錄查看你已經繳納的稅款。

we're going to show you how to use QuickBooks Key features like sending an invoice, creating a bill on managing taxes.

我們將向您展示如何使用QuickBooks關鍵功能,如發送發票、創建賬單管理稅收。

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B1 中級 中文 點擊 賬單 支付 選擇 報告 填寫

如何使用QuickBooks (How To Use QuickBooks)

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    林宜悉 發佈於 2021 年 02 月 19 日
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