Using the QuickBooks Tutorial

One of the underused features in QuickBooks is the tutorial that loads on the system when you download the program for the first time. When I have a new client that calls me and tells me that they have never used the program and they have opened it up, they are frightened by the clutter on it. They see the live community moving, the tutorial and the flow chart and close it down and call me for help. (A fact that I like, by the way!)

So, we set up the appointment and the first thing I tell them is that they have homework. Their homework before the appointment is to watch the tutorials each night. Start with the customer one, go to the vendor one and so forth. It is just like watching a movie, but you can see the features of QuickBooks and become familiar with them without making any mistakes in setting up your data file.

When QuickBooks sends the new program out to the ProAdvisors (before it is released to the general public), we get to watch tutorials regarding all of the new changes they have made to the new program. They are really helpful.

So, all you "Newbies" out there, if you have just purchased the program, watch the tutorials. You may learn some great tips!

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