manual > quickbooks
 

QUICKBOOKS

I. Login

Log in Quickbook using specific email of the location

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***You can find passwords in Excel file named Password at G:\My Drive\00_Common_Office_Folder\F1 Password

II. Sale Receipt

  • Click New -> Sale Receipt

  • Sale Receipt No.: based on format: Location_Year_Month-OrdinalNumber 

  • Customer: write down First Name + Last Name 

  • Payment Method: make sure you choose the correct type of payment that the client paid 

  • Deposit to: always “TD Chequing *2547” (notice if any changes) 

  • Amounts are: always Inclusive of Tax 

  • Product/Service & Description

***After completing all these steps, click “Print or Preview” at the bottom to print the receipt for customers.