Umarnin Canjin Desktop na QuickBooks

Canjin Desktop na QuickBooks

Ƙayyadaddun bayanai

• Sunan samfur: Umarnin Canjin Desktop na QuickBooks
• Daidaituwa: Windows da Mac

FAQs

• Tambaya: Sau nawa zan yi ajiyar bayanan QuickBooks dina file?
  • A: Ana ba da shawarar yin ajiyar bayanan QuickBooks na ku file akai-akai, zai fi dacewa bayan yin manyan canje-canje ko ma'amaloli.

Ajiyayyen Bayanan

1. Ajiyayyen QuickBooks Windows Data File & Sabuntawa.
   • a. Zabi File > Kamfanin Ajiyayyen > Ƙirƙiri Ajiyayyen gida.
   • b. Zazzage sabuwar Sabuntawar QuickBooks. Zaɓi Taimako > Sabunta QuickBooks Desktop.

Kashe kuma Sake Haɗa Lissafi

1. Kashe haɗin banki na kan layi don asusun da aka haɗa zuwa Westerra
   • a. Zaɓi Menu na Lissafi> Jadawalin Lissafi.
   • b. Danna dama akan asusun farko da kake son kashewa kuma zaɓi Shirya Asusu.
   • c. Danna shafin Saitunan Ciyarwar Banki a cikin taga Edit Account.
   • d. Zaɓi Kashe Duk Sabis na Kan layi kuma danna Ajiye & Rufe.
   • e. Danna Ok don kowane faɗakarwa ko saƙon da zai iya bayyana tare da kashewa.
   • f. Maimaita matakai don kowane ƙarin asusun da kuke buƙatar kashewa.
2. Sake haɗa haɗin banki ta kan layi don asusun da kuka kashe.
   • a. Shiga cikin asusun bankin Westerra Digital kuma zazzage ma'amalolin ku zuwa QuickBooks (.qbo) file.
     • Lura: Yi la'akari da nasarar shigar da kuka yi na ƙarshe. Kwafin ma'amaloli na iya faruwa idan kuna da kwanan wata ma'amala mai rikitarwa a cikin sabuwar zazzagewar ciniki.
   • b. A cikin QuickBooks, zaɓi File > Kayan aiki > Shigo > Web Haɗa Files. Gano wurin ajiyar ku Web Haɗa file kuma zaɓi shigo da kaya.
   • c. A cikin Zaɓan Asusu na Banki zaɓi Yi amfani da asusun QuickBooks da ke wanzu.
     • Muhimmi: KADA KA zaɓi "Ƙirƙiri sabon asusun QuickBooks" sai dai idan kuna da niyyar ƙara sabon asusu zuwa QuickBooks.
   • d. A cikin jerin abubuwan da aka saukar, zaɓi asusun QuickBooks ɗin ku kuma danna Ci gaba. Tabbatar da ta zaɓi Ok.

Ajiyayyen Bayanan

1. Ajiye bayananku na QuickBooks Mac file & sabunta aikace-aikacen.
   • a. Zabi File > Ajiyayyen.
   • b. Zazzage sabuwar Sabuntawar QuickBooks. Zaɓi QuickBooks> Bincika Sabunta QuickBooks.

Kashe kuma Sake Haɗa Lissafi

1. Kashe haɗin banki na kan layi don asusun da aka haɗa zuwa Westerra
   • a. Zaɓi Lissafi > Chart na Lissafi.
   • b. Zaɓi asusun farko da kake son kashewa kuma zaɓi Shirya > Shirya asusu.
   • c. Zaɓi Saitunan Kan layi a cikin taga Editan Asusu.
   • d. A cikin taga Bayanin Asusun Kan layi, zaɓi Ba a kunna ba daga jerin Zazzagewar Ma'amaloli kuma danna Ajiye.
   • e. Danna Ok don kowane akwatunan maganganu wanda zai iya bayyana tare da kashewa.
   • f. Maimaita matakai don kowane ƙarin asusun da ke aiki.
2. Sake haɗa haɗin banki ta kan layi don asusun da ke aiki.
   • a. Shiga cikin asusun yanar gizon ku na Westerra Digital Banking kuma zazzage ma'amalolin ku zuwa QuickBooks (.qbo) file.
     • Muhimmi: Yi la'akari da nasarar shigar da kuka yi na ƙarshe. Kwafin ma'amaloli na iya faruwa idan kuna da kwanan wata ma'amala mai rikitarwa a cikin sabuwar zazzagewar ciniki.
   • b. A cikin QuickBooks, zaɓi File > Shigo > Daga Web Haɗa. Yi amfani da maganganun shigo da kaya don shigo da ajiyar ku Web Haɗa file.
   • c. A cikin taga Associationungiyar Asusu, danna Zaɓi Asusu don zaɓar rijistar asusun da ta dace.
     • Muhimmi: KADA KA zaɓi "SABO" a ƙarƙashin aikin shafi sai dai idan kuna nufin ƙara sabon asusu zuwa QuickBooks.
   • d. Danna Ci gaba kuma Ok don kowane akwatunan maganganu waɗanda ke buƙatar aiki.