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In this QuickBooks Pro 2017 training video tutorial for beginners, learn how the important components of the QuickBooks interface and/or environment. You will learn how to navigate through the interface.

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Hey. Welcome back. We’re working in module 2 which is the Getting Started module and we’re all the way down now to section 4, Identifying the Components of the QuickBooks Environment.
I wanted to take a few moments in this section and talk to you a little bit about how the Home screen is set up, talk to you about maybe changing some options so that QuickBooks works a little easier for you, get you familiar with some terminology and that sort of thing before we actually jump right in and start using our new QuickBooks file. So let’s go ahead and flip over and we’ll get started.

This is what we call the Home screen right here. You’ll notice on your Home screen that it’s actually divided into five sections. The first section I want to mention up here where it says Vendors, all of this. This is your accounts payable. Meaning anything having to do with the bills that come in the mail that you have to pay. This section where it says Customers, this is your accounts receivable. That means anything having to do with customers that buy from you is going to be in this section.

And down here where it says Employees, this is the payroll section. You’ll notice I don’t really have any icons in the Employees section and that’s because I told it in the EasyStep Interview that I did not do payroll. If I had said that I do it would have turned on icons here for me to go ahead and set up the payroll. So Employees and payroll this section right here.

This little section is the Company section. And the options you’ll see here really have nothing to do with particular customers or particular vendors. They have to do with the file itself. The most important thing in QuickBooks is going to be right here, this Chart of Accounts. So get really, really familiar at that because we’re going to be looking at that in module 3.

There’s also a Banking section down here. So think about things that have to do with the bank. You would record deposits, maybe reconcile the checkbook, maybe you want to look at a check register. So you get the idea that these are banking options right here.

Now a couple of things I want you to notice over on the left. This over here is where you have your options. If you would like to move these to the top like you’re more familiar with like an icon bar you can do that. The way you do that is you click on the menu here where it says View and you choose Top Icon Bar. Notice left is chosen automatically. Now you’ll see your icons at the top. So it gives you a lot more room to work with here.

I did that because I wanted to show you this section which is part of your Home screen. Right here where it says Account Balances once you get your checking account set up, your savings, etcetera you’re going to see these in the list. And one way to get to the checking register, for example, would be to double click on it and go to it that way.

Here are some other things that if you wanted to purchase from Intuit you could. Here’s Payroll, Credit Cards, some financing options. So this section here is all sales. If you don’t want to see this just hit the little arrow and that’ll kind of hide those options.
Also notice the Backup Status. It is important to back up your file. We will talk about that in a later module but I wanted you to notice that one of the additional things that you can purchase from Intuit is the Intuit Data Protect. They will actually for a fee and I believe it’s around $5 a month, they’ll actually back up your file for you. So just know that’s an option as well.

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