Course Description
Routine accounting tasks such as entering data, reconciling accounts, and collaborating to review monthly reports may require a team to view the file real-time. Therefore, it is key for QuickBooks users to understand when files can be viewed simultaneously and shared among team members. QuickBooks can be installed locally for individual use or on local and remote servers for team use.
After watching Installing and Navigating QuickBooks, users will learn the benefits of each installation type along with the difference between portable, backup, and accountant copies of their QuickBooks file. Portable and accountant copies are necessary for delivering a condensed file to key stakeholders. While backup copies are beneficial to the teams themselves. The user will learn QuickBooks controls to prevent being locked out of their file or mistakenly eliminating access to obtain their accountant’s changes.
Finally, users will learn the basic workflows of navigating their QuickBooks file, which is the foundation for using the software.
What You'll Learn
- Describe QuickBooks server environments, including local versus remote installations for individual and team use
- Create portable, backup, and accountant copies of QuickBooks files
- Distinguish between portable, backup, and accountant copies and when each is used
- Apply QuickBooks controls to avoid being locked out of a file or losing access to an accountant's changes
- Navigate the QuickBooks homescreen features and basic workflows
Key Takeaways
- QuickBooks can be installed locally for individual use or on local and remote servers for team use, each offering different benefits.
- Portable and accountant copies are used to deliver a condensed file to key stakeholders, while backup copies are beneficial to the teams themselves.
- Understanding when files can be viewed simultaneously and shared is key for routine tasks like entering data, reconciling accounts, and reviewing monthly reports.
- QuickBooks controls help prevent users from being locked out of their file or mistakenly eliminating access to obtain their accountant's changes.
- Learning the basic workflows of navigating a QuickBooks file is the foundation for using the software.
Frequently Asked Questions
Who is this course for?
It is for QuickBooks Pro 2022 beginners who need to understand QuickBooks installation, file copies, and basic navigation, including teams who view and share files for routine accounting tasks such as entering data, reconciling accounts, and reviewing monthly reports.
What does this course cover?
It covers local versus remote QuickBooks server environments, the differences between portable, backup, and accountant copies of QuickBooks files, controls to prevent being locked out or losing access to an accountant's changes, and the basic workflows for navigating a QuickBooks file.
What skills will I gain from this course?
You will gain skills in accounting software, QuickBooks accounting software, remote installation, small business software, software installation, and QuickBooks certification.
What is the difference between portable, backup, and accountant copies?
Portable and accountant copies are necessary for delivering a condensed file to key stakeholders, while backup copies are beneficial to the teams themselves.
What lessons are included in this course?
The course includes three lessons: Local vs. Remote Environments, Portable and Backup Copies, and Homescreen Features and Workflows.
